Financial Planning:
Explained in plain English
Autus
We think you should be able talk to someone about your personal finances without ending up with a pounding headache. Someone to help work through the fog the jargon so your financial options all come into focus, so you could look at them, understand them and feel good about your decisions.


Our Service Cycle:
Autus Service Cycle

Our process starts with an
introductory meeting. This is an
opportunity for us to find out a bit
more about each other, and how we
may be able to work together. If you
decide that you would like to appoint
us, you will be allocated your own
dedicated financial planning team to
take you through our service cycle.

We believe that true financial
planning is a life-long process,
and so we’ve built our business on
successfully building and maintaining
long-term relationships
with our clients.

You may be planning for retirement,
saving for your grandchildren, or
simply wanting to grow and protect
your wealth. Whatever your goals,
you can rest assured that we will be
there to help guide you through your
financial future.



12 point financial
health check:

Keeping your financial
goals in focus and
on track.
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Assesing your
tolerance to risk:

Your capacity, tolerance
and willingness to
taking risks.
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Treating
customers fairly:

The best interests of our
customers come first,
full stop.
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