There are a number of key points that underlie our service offering;

Providing genuine investment advice from a business that is not aligned with any major firm.

The education and qualifications of its Principals and staff.

The tailoring of service to clients’ requirements.

A relationship that spans a career.

Our core service, the ConickLaird Private Wealth Management Service, encompasses:

Initial and ongoing investment advice – giving consideration to asset classes, financial requirements and your investment profile.

Investment opportunities – ConickLaird access a range of investment opportunities via a network of relationships in the investment industry.

Tax & performance reporting – Clients receive comprehensive income and capital gains tax statements annually assisting with taxation management. Detailed transaction reports are provided quarterly. We provide performance information allowing you to assess how your investments are performing relative to appropriate benchmarks.

Custodial and administration services – ConickLaird have engaged Perpetual Trustee Company Limited to provide custodial and administration services.

Strategic planning facilitation – ConickLaird will arrange and co-ordinate external specialists to provide you with advice on insurances, estate planning needs and detailed long term tax and retirement planning. We believe this approach better suits the nature of this type of work.

The following diagram illustrates how our approach might look in a situation where a client requires a comprehensive wealth management service.  Some clients ask us to focus our service on specific components of this diagram.

When managing wealth all advice falls into one of two broad categories, investment related advice and non-investment related advice.  ConickLaird’s key competency is in the former area and it will work with external providers (when it is deemed appropriate) for the provision non-investment related advice to ensure clients receive a cost effective, high quality solution.

ConickLaird holds an Australian Financial Services Licence. We are able to execute directly on to the ASX and we are a Principal Member of the Financial Planning Association of Australia.

ABN 22 110 501 150 Australian Financial Services Licence No. 281268