Important information

Privacy and important information.

The short version

A consulting practice. Confiance does not manage money, hold client assets or provide financial product advice.

Consulting only

Confiance Private Office provides consulting services only. It does not hold an Australian financial services licence and offers no services under one. It does not provide financial product advice, deal in financial products or hold client money.

General information

Information on this site is general only and does not take account of your objectives, financial situation or needs.

Licensed advice

Where you need licensed advice, Confiance helps you find and brief an appropriately licensed adviser. You engage them directly.

Fees

Fees are paid by the client only. Confiance takes no commissions and no payments from advisers or product providers.

Privacy

We collect only what an engagement needs, use it only for that engagement and share it only with the advisers you authorise. Enquiries sent through this site are used only to reply to you.

Confidentiality

A confidentiality agreement can be signed before any information is shared.