What Makes Us Different
At Argentis we provide strategic financial advice on a fee for service basis. There are many occasions where no investment products are recommended, as the advice is strategic, such as taxation planning, salary packaging and estate planning. We challenge our clients paradigms of thinking about their financial circumstances, so that they can understand and appreciate different ways of looking at their financial planning.
We use a powerful strategy-based modelling tool to analyse your finances and various financial strategies. This helps you understand your likely financial position into the future and to help you plan with this detail in mind. We model and compare your cashflow, assets, and liabilities over time.
A fixed fee for the work you require will be quoted to you before any work is done, so that you can decide if you want to engage with our firm.
- The first meeting in complimentary.
We will discuss your individual circumstances and highlight and explain the areas of advice that are appropriate for you.
- At our second meeting, we will discuss your specific strategic financial planning issues and provide you with a fixed quote.
- At our third meeting, we will provide you with your detailed financial modelling projections and financial plan. We will also provide you with all the documentation to implement your plan and process these for you. This makes it easier for you to put your plan into action.
Sherryl Govier – Practice Manager
Sherryl manages the team to deliver services to clients. Sherryl likes to walk, read and travel.
Janine Shepherdson – Client Services Officer
Janine assists our Practice Manager and supports financial advisers and other staff of the firm to deliver services to clients.
Sharon Wintour – Client Services Assistant
Sharon assists our Practice Manager and Client Services Officer to deliver services to clients.
Adam Lai – Authorised Representative
Adam has been in the financial services industry since 2010.
Adam has a Bachelor of Commerce (Accounting and Financial Planning).
Rob Wintour – Principal & Authorised Representative
Rob has been in the financial services industry since he left school in 1982.
Rob has a Bachelor of Business – majoring in Accounting and a graduate diploma in financial planning.