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Wealth Management Solutions Pty Ltd

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Wealth Management Solutions Pty Ltd

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At Wealth Management Solutions Pty Ltd we ensure advice is in your best interest, and not a fund manager, bank or life office.

Effective, Results Based Strategies to Achieve Financial Independence
Our reason for being is to guide our clients to financial independence as quickly as their risk profile allows them. We put in place strategies that direct them towards their financial goals and work closely with them to ensure they get there. If your goal is to be FINANCIALLY INDEPENDENT with an investment portfolio that will provide you with the income you need – then we can help.

Effective, Results Based Strategies for the Financially Independent.
For those who are Financially Independent or close to it; i.e. who have accumulated wealth successfully over time, or may have received a redundancy, a large super payout or are about to retire; we can advise you on how to obtain maximum results with regards to income generation, investment planning, superannuation, taxation and Centrelink.

We Do Not Charge Up Front Commissions For Investment Advice.
Where investments or funds managers pay commissions, these are either reduced to zero or fully rebated to you. Instead we charge a flat fee for the time we spend advising you as well as implementing your portfolio. Our advice is therefore not influenced by the level of commission associated with an investment product, nor incentives funds managers may provide.

Quality Research To Maximise Your Investment Performance
All investments that we recommend to our clients are the result of an extensive research process. We not only research investments extensively within our business, all investments have detailed independent research undertaken from reputable research houses, the aim being to reduce investment risk as much as possible, as well as to maximise investor returns.

Leading Edge Financial Strategies
Our Investment and Financial Strategies are leading edge. They have been fully researched and are continuously monitored by a highly qualified in house technical team at Australian Financial Services ltd, along with a large number of industry sources to ensure the strategies we recommend will work for you.

In-house Accounting Advice
To make life easier and more convenient, we provide an in-house accounting and taxation service. This is provided through Synergy Accounting Solutions. Its principal, David Moffa has 18 years experience dealing with all types of accounting and taxation clients from small to medium business to individual returns. The benefit to you of accessing this service is that it enables all of your financial affairs to be handled with under the one roof. We receive no financial benefit for referring clients to Synergy Accounting Solutions.

Other Benefits

No Adviser Control Over Your Funds
All investments are placed in your name without any adviser control. This means that only you can sign for the placement of, or cashing in of your funds. We also decline requests to have authority to act on your behalf.

Advice You Can Understand
Your advice is written in plain English to make it easier to understand. Furthermore, we remove investment hype in order to make your recommendations as simple to understand as possible.

The Receipt of Incentives
Some product providers offer incentives such as overseas trips and tickets to conferences in an attempt to influence Advisers into recommending their products to clients. We believe Clients interests should be placed first and products recommended because they are in the Clients best interest as opposed to those of the Adviser. To ensure Clients are able to rely on our recommendations being free from such influence, we have a policy prohibiting the receipt of cash and non cash incentives.

Members of the Financial Planning Association
Nicholas Moschakis is a member of the Financial Planning Association. Nicholas is also a Certified Financial Planner.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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