Why Choose Switzer

We differ from the majority of the financial planning industry as we don’t receive commissions on our client’s investments from any institution. We have a transparent fee structure rebating all commission we receive back to our clients. As a result our advisers provide conflict- free advice that is in your best interest and that will help you achieve your goals.

Our founding director, Peter Switzer, is one of the country’s most respected business and financial commentators. Peter’s wealth of experience in personal investment education over many years combined with our highly qualified team means we are in a strong position to understand what is best for our clients.

Wherever practical we adopt a fee-for-service pricing model. This means we will agree on a fee with our client based on the amount of work we put into their unique situation, and not on the size of their investment/s.

At Switzer we have our own Australian Financial Services Licence. This means we are not tied to any financial institution, so unlike many financial planning firms, our advisers WILL select strategies and investments that put your needs first.

We provide fixed dollar quotes for preparation of our initial advice based on the areas of advice you want us to look at and the complexity of the advice you require.

We aim to help everyone: We offer our advice to everyone who is willing to pay a reasonable amount for good advice.

As we have our own financial services Licence if we are not happy with a service or investment we are free to change to another, no bank or fund manager can stop us making sure we put our clients first.

We love our clients and our purpose is to provide them with affordable trusted advice that will help them achieve their goals

Click here to book a complimentary first appointment with a senior Switzer financial planner.