Research and providing advice

Our research process includes:

  • Research on your assets, income, tax and debts
  • Research on your financial products such as super, shares or investment portfolio, properties, mortgage, credit card and even personal insurances,
  • Research on any alternative products that may suits your needs, we have access to most large high rated superannuation/investment and insurance providers in Australia.
  • Research on legal aspects of our recommendations and tax
  • And we use financial modelling software to model your situation and our advice and compare it with different scenarios

At Bona Fide Advice We use Morningstar as a leading provider of independent investment research in North America, Europe, Australia, and Asia.