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StructuredWealth Pty Ltd
       
 
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StructuredWealth Pty Ltd
 
 
Overview: 

StructuredWealth is a boutique financial advisory practice located in Bondi Junction that:

   * focuses on long term Strategic advice driven by detailed analytic work
   * does not accept commissions from financial institutions
   * is advice focused, rather than sales focused (our advisors have professional accounting backgrounds)
   * has a "fee for service" rather than commission based fee model, allowing selection of "Best of Breed" products with no product or provider biases
   * provides clear value to our clients, including transparent fees
   * is a Representative of a non institutionally owned Dealer group
   * advocates the use of low cost passively managed products, most of which do not pay any trailing commission, and which research studies have indicated represent a superior investment solution for most clients

StructuredWealth provides tailored strategic financial advice to assist clients achieve their financial and lifestyle goals through the use of strategies that maximise after tax returns.  StructuredWealth does this by adopting a holistic view of a client’s overall financial position, carefully considering different strategies to identify the best option for a given level of risk and using cost effective, low turnover, tax efficient investment strategies as the core of most client portfolios.

StructuredWealth is an Authorised Representative of The Salisbury Group, a privately owned Sydney based Financial planning group.


 
 
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