How We Help You

“Whether you are a new client or a client for 20 years, everything we do must improve your financial position or it won’t be done! That’s why we are in business. We love what we do and we want to share our knowledge”

How important is financial security, to you?

Do you lay awake at night? Are you unsure how you’ll pay for school fees, pay off your home or fund retirement? Do you already have arrangements in place, but would feel more comfortable with a second opinion to compare options?
Stop worrying about your finances. The specialists from Vertex Group work with you so you obtain a clear understanding of where you are now and how to get to where you want to be. We work with you toward your goals of protecting your family and building long term wealth.

We want our clients to feel secure knowing they have a sound plan in place and most importantly a professional and trusted relationship with us that they can count on every day.

It’s not every day a financial planning website asks you to visualise a Sumo wrestler. Everything we do is based around our SUMO principle.

We help you understand your financial affairs – the SUMO way:

  • Security – giving you sound advice
  • Understanding – your needs and be sure you understand what we want for you
  • Motivation – motivating you to make changes that are in your best interest
  • Organisation – helping you get organised and aligned with a new or improved financial plan

The Vertex team have extensive resources at hand. You receive relevant and professional advice plus strategies covering:

  • Superannuation, Managed Investments, Retirement Planning
  • Personal and Business Insurance – Life, Income and Trauma

Ongoing reassurance

Our services to you are ongoing. As part of our initial work with you, we offer a complimentary Lifestyle Modelling Analysis. This personalised financial modelling tool provides a snapshot of where you are, where you want to be and what you need to do to get there.

6 easy steps to improve your financial arrangements:

“Twenty years from now you will be more disappointed by the things that you didn’t do than by the ones you did do” –Mark Twain

You’ve decided a call to Vertex is an easy first step to make. Then what?

Here’s what you can expect from Vertex Group
Step 1 – Call Vertex Group and make a time for an initial discussion.
Step 2 – First appointment. We listen and understand what is important to you. We collect personal and financial information together which enables us to learn more about you and give you the very best advice.
Step 3 – Follow up appointment. After reviewing your situation we will provide you with enough information to help you decide whether to engage us for further advice. We’ll also provide clear details on fees and next steps.
Step 4 – Preparation of advice. We will prepare your advice and present our recommendations to you.
Step 5 – Green light. We’ll implement your agreed strategies– one piece at a time, including;

  • Life, Income Protection and Trauma insurance
  • Superannuation
  • Investment
  • Retirement

Step 6 – Ongoing reviews. Every 12 months, we will offer you a review of your circumstances and objectives. If required, with your agreement, we’ll modify your strategies as required to ensure they align with your changing needs.