About You

Are you:

  • Paying too much for the value you receive from your financial adviser/bank?
  • Worried about whose interests your adviser is acting in?
  • Cynical of the financial services industry and the level of complexity it has introduced to your finances?
  • Concerned that no matter what you say you will still be sold a product?
  • After a clear financial plan and investment portfolio which matches your objectives?

Allonby + Partners is an independent advisory firm, established to put our clients first. We share our clients’ cynicism of some non-independent firms’ motivations and the often sub-optimal outcomes they may achieve. Find out how we intend to add value to our client affairs.