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Our History & Profile

Assure Financial Services was established in 2006 by financial planner Michael Radnedge and accountants Marcus Cosgrave & Chris Soutter of Cosgrave Soutter Chartered Accountants. It is a Canberra city based business with a diverse client base. Assure Financial Services has grown substantially since it commenced which is a testament to the quality and delivery of its services.

Assure Financial Services (AFS) is differentiated from our competitors in that we are licenced through WealthSure, one of Australia’s largest independently* owned advisory networks, with over 230 licenced advisers in the group.

As such AFS is not aligned to any major Bank or Insurance product meaning that there is no mandated approach to investing client’s funds.

We rely on independent research to make investment decisions and do not preference a parent company’s products or investment mandates, which can lead to conflicts of interest rather than tailoring advice to meet the client’s specific needs

We firmly believe that strategy is critical when formulating a financial plan, not necessarily the actual placement of investments for clients. Placement of investments can only be successfully implemented once the strategy is determined. By gaining a thorough understanding of our client and their aspirations and goals we together develop a strategy to help clients achieve the long term goals.

Via its affiliation with Chartered Accountants, Cosgrave Soutter, AFS facilitates access to an integrated suite of financial services. Taxation and business structuring are integral to the financial planning process and the strategy development set to achieve client’s goals.

* Independently owned means that WealthSure Financial Services is not owned by any Financial Institutions or Product Manufacturers.



 

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