Our Value Proposition
Sound Financial Planning is necessary if you want to enjoy a secure financial future. We help you create, maintain, protect and manage your wealth throughout your life and beyond.
Analysing, understanding and keeping track of all the information required to successfully manage a financial plan is difficult and time consuming. We provide professional financial advice to help you make these important decisions that will affect your financial future. In return for this advice, we receive income either by way of investment fees, commission or a project/hourly fee.
Our Investment Approach
Above all we adopt a prudent and thoughtful approach when investing on behalf of our clients. In doing so, we adhere to the following philosophies:
Model Portfolio Solutions
Specialist Investment Services for our Clients
We're working together with Fundhouse to provide a number of "Model Portfolios" which represent the best investment view and the most appropriate way to implement our financial planning advice.
The world of investment management has developed into a complex industry with a very broad range of products, fund managers and investment options for clients. This makes implementing financial advice particularly onerous for advisers. The requirement to stay abreast of these fund management options takes time away from an advisers main role: to provide good, independent financial planning advice to clients. To solve this problem, we have engaged with Fundhouse to assist us in advising on your investments. Fundhouse is an established industry expert in the field of fund research and investments, and offers a customised service which allows us to implement our advice in the most efficient way possible. This benefits our clients directly and provides an additional level of comfort with respect to the quality and suitability of our investment options.
Why use Fundhouse to assist with our investment advice?
- Dedicated investment industry Specialists
- Independent selection of the best fund options
- Focused Investment outcomes
- Customised advice solutions for our clients
- More time to focus on your financial needs
Together with Fundhouse we have developed a customised range of ‘Model Portfolios’ which represent the best investment view and the most appropriate way to implement our financial planning advice. These portfolios target a range of client outcomes and are reviewed and managed on an ongoing basis by Fundhouse. The portfolios consist of a range of leading funds which collectively deliver your investment solution. This is based on Fundhouse’s extensive and independent research process and portfolio construction expertise.
Our relationship and services to our clients remains exactly the same. Once we have established your investment requirements we decide, with our clients, which of the Kanan Wealth Model Portfolios to utilise as part of the financial plan. From then on the portfolios are managed on a continuous basis and we can focus on servicing our clients and their needs. The overall Fundhouse service offering is actively monitored by ourselves to ensure that our clients receive leading service levels they expect.
Frequently Asked Questions
What benefits are there for me, the client?
Leading fund research, less administration, targeted portfolios result in improved investment results.
Doesn’t my advisor perform this role already?
Yes, and will continue to do so. The increasing complexity in the market place makes this a challenging role to fulfil and through Fundhouse’s contribution this will add value to our clients.
What are the additional fees?
The fee starts at 0.20% of your investment per year and reduce from there.
Is Fundhouse Independent?
Yes, they are 100% independent and owner managed, which means they only recommend the best funds available in the market.
Is Fundhouse authorised to perform this service?
Fundhouse is an authorised discretionary financial services provider (FSP 43960).
How can I cancel this service?
This service can be cancelled at any time by the client.
What happens if I cancel this service?
The service falls away and clients’ funds remain as they were invested prior to cancellation. There is no requirement to sell out or dis-invest.
Who has access to my investments?
The Investment Platform we use to administer your investments has access to them. Fundhouse is only able to rebalance your investments according to the selected Model Portfolio and does not have access to your investments.