We are an Adelaide based financial planning practice that provides professional wealth advice, tailored to your needs, at all stages of life. Our financial advisors provide strategic advice to guide you through life's important financial decisions, enabling you to reach your personal financial goals.
Our financial advice services will evaluate your current circumstances and what you hope to achieve in the future. By comparing all the available options and removing any conflicts of interest, we will provide you with the best financial advice possible. Many planning practices operate under the major banks, meaning they are likely to offer a limited 'in-house' product that may not be in your best interests.
Our financial advice services will evaluate your current circumstances and what you hope to achieve in the future. By comparing all the available options and removing any conflicts of interest, we will provide you with the best financial advice possible. Many planning practices operate under the major banks, meaning they are likely to offer a limited 'in-house' product that may not be in your best interests.
Services
Who We Are
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We are an Adelaide based financial planning practice that provides a high level of personal wealth advice, tailored to our clients needs, at all stages of their lives. Our aim is to find the best available strategy for our clients by minimising unnecessary ongoing management costs and providing sound advice, assisting them in reaching their financial goals.
Advice Process
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It's important that your financial adviser takes the time to properly consider your personal financial needs, goals and preferences before making any recommendations to you. Precision Wealth Advisers use the following 5-steps to assist our clients during the financial advice process.
During the initial meeting your adviser will identify what you hope to achieve from the advice process and assist you in identifying your short, medium and long term financial goals.We may use this opportunity to collect information on your current income, assets, liabilities, insurance coverage and investment or tax strategies.
During the initial meeting your adviser will identify what you hope to achieve from the advice process and assist you in identifying your short, medium and long term financial goals.We may use this opportunity to collect information on your current income, assets, liabilities, insurance coverage and investment or tax strategies.
Investment Advice
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Superannuation / SMSF
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We provide expert advice and help you choose the most appropriate superannuation option for your individual needs. We believe that retirement should be a time to sit back and enjoy the life you have worked so hard for; not to worry whether your money will last as long as it needs to.
Whether you are starting out in your career, transitioning to retirement or already retired, we will help you develop a strategy that suits your circumstances and maximises the benefits available to you.Our recommendations are based on our extensive knowledge of superannuation regulations and a firm foundation of quality research.
Whether you are starting out in your career, transitioning to retirement or already retired, we will help you develop a strategy that suits your circumstances and maximises the benefits available to you.Our recommendations are based on our extensive knowledge of superannuation regulations and a firm foundation of quality research.
Personal Insurance
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A comprehensive financial strategy must include preparing for things you hope will never happen. You need to know that your family, your assets and your income stream are protected if the unexpected happens. Insurance is key to this protection. When developing your financial plan, we will consider your circumstances and recommend insurance products that best suit your needs.
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