First and foremost, Whites IFM is in the business of assisting clients in the accumulation and management of their wealth assets. We promote investment strategies but do not support speculation. To this end we are not in the business of “get rich quick” schemes or active securities trading (including Stop-Loss Orders). We do not use derivative instruments nor participate in structured tax or similar schemes. Prospective clients seeking to take on excess risk in an attempt to accumulate wealth over a short time frame should look elsewhere.

Other services that Whites IFM does not offer are:

–          Centrelink advice (although we may direct clients to Centrelink if we feel it may be appropriate)

–          General and medical insurance advice

–          Commercial leasing

–          Property advice except in a securitised structure.

–          Superannuation fund administration

–          Taxation advice

–          Legal advice

We do have an extensive list of various professional firms who provide advice in these areas and are happy to assist with referrals where appropriate.