First and foremost we are Fiduciaries. That means we must adhere to a higher standard than other advisors who adhere to the suitability standard. A fiduciary must act in the best interest of client at all times, this is not just a saying, but a way of life. This is also a regulation which is strictly enforced by the Financial Sector Conduct Authority.
Secondly, it is our belief that Personal finance is about more than money, it is about quality of life. At Multivest we are not simply a “broker” or “financial adviser” although we are those things, we strive to be more. We truly empathize with our clients by understanding their family dynamics, work, and social lives. This allows us to create personalized plans for each individual and family we work with, then armed with that understanding we can guide you to the best possible outcomes.