Western Advisory

Our Mission Our mission is to consider your financial goals and life priorities and, after thoroughly considering your circumstances, provide a balanced and realistic plan to meet those goals. WE WILL: Explain any limitations in the advice we give you, either in product types or in product providers. Not misrepresent to you our skills, competency, experience, expertise, capacity or benefits we might receive. Clearly explain our professional services to you and document the professional relationship you agree to, including the specific services we will provide. Explain prior to the provision of any professional services, how we will charge you and the costs you will bear if you decide to go ahead. Explain the product and administration costs associated with our recommendations to you. Charge upfront set fees based on the work involved, all commissions including insurance brokerage will be refunded to you.