About
The Updated Investor
Financial Advice with Purpose
Founded in 2010 by David Haseldine, The Updated Investor exists to help people make better financial decisions and achieve greater Financial Certainty.
We take the time to understand what matters to you, explain your options clearly and build a plan that supports the life you want to live.
Financial Advice with Purpose
Our Product
Our Purpose
To empower Australians to make better financial decisions, build lasting wealth and enjoy the confidence that comes from knowing their financial future is secure.
is to deliver ‘high touch’ services to the clients we have the privilege of advising.
Our Approach
on pricing is to provide infinite flexibility to suit client requirements.
Our Promise
is to exceed client expectations in delivering peace of mind.
Our Mission
To help individuals and families achieve greater financial certainty, confidence and peace of mind through honest advice, professional excellence and a genuine commitment to their long-term wellbeing.
We believe that trust is earned through actions, not words. Every decision we make and every recommendation we provide is guided by the principles below.
Our Commitment
We Act with Integrity
We uphold the law, honour our obligations and conduct ourselves ethically in every aspect of our business.
We Tell the Truth
We communicate openly, honestly and transparently. We do not mislead, deceive or overpromise.
We Treat People Fairly
Every client deserves respect, understanding and fair treatment. We seek first to understand before we advise.
We Deliver Real Value
Our advice, services and solutions are designed to be relevant, practical and fit for purpose, helping our clients make informed financial decisions.
We Pursue Excellence
We apply our knowledge, experience and professional skill with care, diligence and attention to detail.
We Put Clients First
We act in the best interests of our clients, placing their goals, needs and long-term security at the centre of every recommendation.
An important note: We have no ownership links or affiliations with product manufacturers.
We will not enter into a situation where there is a conflict interest or the ability for there to be influence of control by product manufactures over the advice we provide.
Our Standards
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We will obey the Law
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We will not mislead or deceive
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We will act fairly
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We will provide advice and services fit for purpose
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We will deliver advice and services with reasonable care and skill
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We will act in the best interests of our clients