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| Additional information |
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| Smith Wealth Partners |
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Profile:
Investment Advice
Portfolio Administration and Review
Retirement Planning
Superannuation Strategies
Centrelink Strategies
Estate Planning
Insurance
DIY Super
Debt Advice |
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Overview:
The advisers at Smith Wealth Partners (SWP) will help you to grow your wealth, and importantly, also show you how to protect your capital for the long term. You can rest assured that any strategies recommended by our advisers will be of the highest quality, with the backing of over 50 years of experience in the financial services industry. But don’t just take our word for it, read some of our testimonials from the clients we have helped over a long period of time.
We follow a disciplined process that will involve meeting with you to establish your current position, objectives and risk profile, followed by us completing a detailed Statement of Advice to outline our recommendations and strategies for your consideration. All this is done on a set fee basis with no other upfront commission or fees charged by SWP. Once a set of recommendations are agreed, SWP will implement them fully and provide an ongoing service to ensure that the plan is reviewed on a regular basis and stays on track. |
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