We advise our clients on the following areas
We also conduct group presentations relating to any aspect of financial planning. Many business owners and senior managers appreciate that their staff require advice on securing their financial future; as a result, numerous companies have appointed Atlas as their preferred IFA.
A typical client of Atlas
There is no typical client of Atlas. We regard all of our clients as being unique. We do not target particular individuals or companies. Some of our clients are investing as little as $500 per month, whilst others are investing millions of dollars. All of our clients receive the same level of quality advice and service, regardless of their requirements or net worth. Whether you are a smaller regular investor saving for a retirement goal or a large institutional investor investing your pension fund, Atlas applies the same standards and level of service. Each client is assigned a client liaison manger and primary consultant, a team who together, provide dedicated service to the client.