Ulysses Consulting provides professional financial planning and advice to well-saved members of the community. Our purpose is to create wealth and income management for our clients.
This is an ongoing management process between us as a brokerage and the fund managers, and one we provide through services such as:
We believe that clients who have a proper financial plan or asset allocation strategy have a better chance to reach their financial goals.
We facilitate this through strict adherence to the General Code of Conduct for Authorised Financial Services Providers, that calls for all financial services to be carried out honestly, fairly, with due skill, care and diligence, and in the interests of clients and the integrity of the financial services industry.