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Symmetry Wealth Advisers Pty Ltd

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Symmetry Wealth Advisers Pty Ltd

Overview:

Symmetry Wealth Advisers was established by David Puxty so that his existing and future clients would be looked after the way that David knew they should be.

Having worked as an employee for other financial planning firms (both large and small), David could see that there was a deficiency in the way that clients were being serviced. He then decided to build a model that offers clients a better value proposition, along with a more personalised service tailored to the needs of the client.

Symmetry Wealth Advisers works on mostly a fee for service model. A fee for service model is best described as a fee predetermined by the Adviser and agreed to by the client, that is paid by either the client directly or via the investment being managed (on a monthly or annual basis).

At this point in time, not all fund managers are able to remove the commissions being paid to Financial Advisers. If a fund manager is able to rebate the adviser commission back to a client's account, this will be done wherever possible if you are a client of Symmetry Wealth Advisers.

In our initial discussions with potential clients, we will be upfront in how we will charge you for the services we will be offering you. You will sign off stating the fees that will be charged at the initial interview if you proceed.

At Symmetry Wealth Advisers not only do we offer a fee for service structure, our structure is a fixed fee. This means you know exactly how much you will pay upfront and the ongoing fee stays the same for the next 12 months. We do not base our service fee on the amount of funds you have invested with us, we charge for the amount of work/time that is involved for your investments and circumstances.

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