Advice Process

MKS seeks to educate our clients and help them make informed decisions about their future. So whether you are just starting out, mid life, approaching retirement or already retired, we will assist you in order to allow you to have greater control over your financial future.

In providing advice, we take the time to understand what is most important to you and we work with you to maximise the likelihood of achieving your financial objectives.

As part of our service, we analyse each person’s individual financial goals, identifying factors requiring attention and prioritising complex challenges.

By understanding each client’s financial situation as well as their responsibilities, relationships, goals and interests, we identify the basis for a specific financial strategy, meeting clear objectives and working towards successful outcomes.

Our advice-based model means that fees are calculated on the complexity of each client’s situation. We do not have any alignment with any financial product provider, so clients can be assured that our advice is free from conflict.

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