Financial Planning

Mango Financial Services is a fee for Service Financial Advisory Firm. Mango is not owned by any product providers therefore we believe we can provide you with the most appropriate solutions. Mango offers a holistic service ensuring that you are provided advice that encapsulates all your goals and objectives, from wealth creation to asset protection. We believe that you are entitled to your share of wealth and our goal is to help you claim your entitlement.

Mango Financial Services is among a new breed of financial advisors. Mango’s core investment philosophy is academically grounded in the belief that markets are efficient. That means that you cannot consistently make excess returns by trying to pick winners.

We also believe that there is no free lunch. That is, risk and return are related. To achieve higher returns you must take on more risk. However there is a significant amount of risk that you are not rewarded for and the best way to reduce this risk is through diversification.

We also believe that Asset allocation is the largest contributor to portfolio performance. Mango therefore applies strategic asset allocation with careful rebalancing to provide a greater chance of good long term performance than market timing or tactical asset allocation.

At the end of the day we also know that it is what you get in your pocket that really matters. We therefore use an approach that we believe will provide you considerable tax savings compared to most active managers. And because we primarily use passive managers we can keep our cost low.

Mango Financial Services approach is a logical approach and our promise for our clients means that we will always act in the best interest of the client. Our job is to help you make smart financial decisions and claim your share of the wealth

© 2006 - Mango Financial Services Pty Ltd, ABN: 43 112 084 054
Corporate Authorised Representative (No. 290856) of
Australian Finance Group Financial Planning Pty Ltd, ABN: 74 099 029 526
Australian Financial Services License (No. 247105)
Ground Floor, 22 Delhi Street West Perth, WA 6005 - Tel: 1800 003 623 - Fax: 1800 003 624

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