Financial Services & Credit Guide (FSCG)

The Financial Services & Credit Guide - commonly known as the FSCG - contains important information about our practice.  It provides information on our:

  • Planners and their qualifications

  • What advice we are allowed and not allowed to give

  • Fees and charges

  • Any relationships we have with other companies

  • How to make a complaint

  • How your information is used (privacy)

We provide this to you when we meet with you or alternatively the latest version is always available here.