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Wealth Management

Combining financial planning and investment portfolio management.

We deliver a full range of financial services to strategically place our clients in a better position to reach their goals and full financial potential.

The best place to start is getting the right financial advice, and our expert Financial Advisors are second to none. But how is Wealth Management different from Financial Planning?

What is Wealth Management?

Wealth Management is a higher-level service that encompasses all our financial service products combined to create a program managed by your dedicated Senior Financial Advisor who consults with a team of highly experienced professionals from all areas of finance.

Rather than working with many professionals on your different financial needs, we take a far more holistic approach through our Wealth Management Program and look at your financial life in its entirety. You will have a relationship with one financial professional who consults with a wider professional financial services team for you. It really is the turnkey solution as all financial services are looked at together and work harmoniously towards your financial goals, rather than taking on an ad-hoc random approach. By consolidating all your services into one management plan, you no longer have to juggle multiple financial services, communicate with numerous different people and sit through countless meetings one after the other. Furthermore, our holistic strategy eliminates the risk of having separated financial services taken up that work against each other. Having all your options managed strategically as one is very convenient and far more effective in achieving your full financial potential.

Wealth Management Program tools

  • Strategic financial planning
  • Financial risk assessments and health checks
  • Cashflow management
  • Superannuation and retirement management
  • Estate management
  • Property investment planning and lending
  • Taxation advice
  • Shares and fund management
  • Finance Broking and debt consolidation
  • Mortgage broking

What does the wealth management process involve?

It all starts with a conversation

The Wealth Management process is easy. Starting with a simple, unobtrusive conversation between you and your dedicated Financial Advisor.

You talk, and we listen. Then we clearly outline the Wealth Management program which can be gone through step by step at your leisure.

We will build a clear snapshot of your financial life in its entirety. Our Financial Advisors need to understand where you are now, and where you want to be. This will help to understand your lifestyle and financial goals.

We ensure you are on the right path and that you stick to it through regular progress updates and health checks.

Why join our Wealth Management Program?

We are passionate about gaining your trust first and foremost, so transparency is everything to us.

We want to have a relationship with you for life, so we are willing to go that extra mile to earn your trust. We want to be the breath of fresh air you have been looking for in this complex and sometimes misleading market, so we have devised the Wealth Management Program to take the time to understand your unique needs and guide you through the steps towards achieving your full financial potential.

If you are considering any of our financial services, Wealth Management is a highly recommended, essential starting point. Our comprehensive, holistic approach could be the solution you have been looking for all this while. With the convenience and ease of maintaining a relationship with one professional while also having the support and advice from a full financial service team, there really is no better way to manage your financial life. Chat to one of our expert Financial Advisors today to find out more.

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