Investment Management
Wealth Creation & Protecting CapitalInvestment Management
The goal of Wealth Creation is to implement strategies and build on your financial security in order to be able to follow your dreams later. Making these decisions can be difficult and I provide experienced, unbiased advice to help you achieve your financial goals for business, lifestyle, family or retirement.
What we do
I assist our clients by providing a comprehensive, personalised approach to wealth creation. I’ll first determine where you are at financially, then see what the best investment vehicle for your investments will be, before building a portfolio to suit.
I’ll then continue to work with you to ensure your goals are being met and make necessary adjustments for your different stages of life.
How we help
I take a hands on approach to managing, growing and protecting my clients investments. I also work with other professionals including yours to achieve your best financial outcome. My specialties include;
- Investment and Financial Planning Strategies
- Managing Blue Chip Share Portfolios
- Fixed Interest and Enhanced Yield Investments
- Making sure your Super is working for you
- Personal Insurance and Risk Management
The Process
Introduction
I meet with you so I can understand how I can help. The initial meeting is complementary.
Discovery
I discover your financial goals and collect current financial documents to help us tailor advice to your unique circumstances.
Analysis
I research financial strategies and solutions based on the information we gathered during the discovery phase.
Presentation
I’ll then present a Strategic Plan, which details the advice and implement it for you.
Review
I provide a regular review service to see how your investments are tracking.
Get to know us
I offer a complementary get to know you session for all new clients to see if you feel comfortable working with me.
Opening Hours
Monday
9:00am - 5:00pm
Tuesday
9:00am - 5:00pm
Wednesday
9:00am - 5:00pm
Thursday
9:00am - 5:00pm
Friday
9:00am - 5:00pm
Saturday
Closed
Sunday
Closed
Quick Links
Contact
50 King William Road Goodwood SA 5034
PO Box 6276 Halifax Street SA 5000
Follow Us
Licensed by PGW Financial Services Pty Ltd ABN 15123835441
Australian Financial Services Licence No. 384713