Traditional licensees have bloated and expensive infrastructures which their clients pay for in the form of higher annual fees. At Skycrest, we have a lean but expert management team, which ensures your fees will be kept to a minimum.

Also, because we don’t have the costly bureaucracy traditional licensees have, we have no imperative to give licences to sub-standard advisers just to bring in additional revenue. So when you select a Skycrest adviser, you can be assured they meet the highest standards.

In addition, unlike many traditional licensees, we do not have ‘house run’ investment schemes we require our advisers to use. In many instances, these schemes typically underperform the portfolios constructed by experienced advisers, and they add another level of fees the clients must pay. These schemes may not be able to be tailored to each client’s needs – so why are they so prevalent? Simply because they provide another fee collection avenue for the licensee. So, with a Skycrest adviser, you won’t be shoe-horned into a high-fee, licensee-run investment scheme; instead, your portfolio will be tailored by your adviser to help you meet your specific objectives in a cost-effective manner. Simply put, we seek to always avoid conflicts of interest with our clients.

We chose Skycrest as a name because it means to have a view from the highest point. And, in the financial world, having that unimpeded view is the advantage afforded only to the most experienced professionals. Like us. In fact, we have spent our entire working lives earning the right to have the ‘skycrest’ view.

As a result, we can clearly see financial opportunities and risks, and we also weed out poor investment and insurance options. The benefit to our clients is they receive prudent advice which reliably helps them achieve their long term financial goals.