To achieve our Vision, our Mission is to achieve and excel in the following:
WE TRULY ACT IN THE BEST INTERESTS OF OUR CLIENTS.We can do this as we have our own financial services license and we are privately owned. This means that we can source investment opportunities from any source, any market or any person. We are not restricted from providing our clients advice on products that a parent company may own (as 95% of advisors are). While we seek to invest alongside clients, if this creates conflicts we won’t invest.
WE HAVE AN UNBIASED AND WELL RESEARCHED BASIS OF RECOMMENDATIONS.We utilise a wide range of research experts to review and research the investments and products we offer our clients. We complement this with specialist in-house research into small and micro-cap opportunities that are only offered to clients when they are passed through our internal investment committee.
OUR FOCUS IS ON CLIENTS JUST LIKE US,business owners, successful entrepreneurs, families and high net worth professionals. We don’t compromise our service of our clients by accepting clients that aren’t our focus.
WE ARE USERS OF OUR OWN PRODUCTS AND SERVICES.As a family office and corporate advisor we use our own products and services and as such we are always working to expand the possible range of opportunities, exchanges, funds, platforms, technology and convenience in a way that can be simply communicated and managed.
WE ARE LOCAL WITH GLOBAL ACCESS.We provide access to over 30 global stock exchanges, 1500 leading fund managers, sophisticated global asset allocation models, family planning, financiers, succession planning and peace of mind all based within Melbourne and Sydney.
WE UNDERSTAND THE PRESSURES.We understand the pressure of first achieving financial security for you and your family, and then building and protecting this for the next generation.
WE HOLD OURSELVES ACCOUNTABLE TO THE HIGHEST STANDARDS.Cashel seeks to constantly maintain leading training and professional development for all our staff. Together we seek to constantly review and improve the systems and processes we use to service our clients. As users of our own products we expect the highest standards.
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