Asia-Pacific Wealth Management
The need and importance of setting goals can be seen by the results of a study carried out on the Harvard MBA programme in 1979. The study centred on asking students ‘have you set clear, written goals for your future and made goals to accomplish them?’ Only three percent of the students had written goals and plans; 13 percent had goals, but they were not in writing; and a whopping 84 percent had no goals at all. Ten years later, the members of the class were interviewed again, and the findings, while somewhat predictable, were nonetheless astonishing. The 13 percent of the class who had goals, where earning, on average, twice as much as the 84 percent who had no goals at all. And what about the three percent that had clear written goals? They were earning, on average, ten times as much as the other 97 percent put together.
An established wealth management and tax planning group in the Asia-Pacific region. We work with regulated savings and insurance companies, providing financial services to individuals for over 20 years. Our team consists of professional Wealth Managers and Tax planners, fully qualified to UK FCA and Australian ASIC standards. We help our clients to manage their assets effectively and maximize their efficiency and returns. What assets might these be? Residential and Commercial properties investments, sourcing of these properties worldwide, plus any mortgage requirements. Pensions, Superannuation, Portfolio management, obtaining better returns on cash right through to tax advice for expatriates and residents alike. The company was founded in 1993, with the principles of strong client relationships at the core, “it is far cheaper to maintain an existing client than to find a new one”…good for the company, and “happy clients make long term clients”….good for clients, less stress and concerns. The Asia Pacific business has strategically placed offices in Port Moresby, Brisbane, Suva, supported from the Malaysian head office. Asia-Pacific Wealth Management is one of the largest wealth management group in the Asia-Pacific region. We work with UK FCA and Australian ASIC regulated investment and insurance companies, providing financial services to individuals for over 20 years. Our team consists of professional UK expatriates who are highly experienced Wealth Managers and fully qualified to UK FCA and Australian ASIC requirements. We help our clients to manage their assets effectively and maximise their efficiency and return. Our experienced client liaisons team provide information to our clients on a monthly basis with information on current market news, portfolio performance reviews and future opportunities. These ensure each client will have a dedicated member from our client liaison team to keep them fully updated at all times.
Address: Level 22, 127 Creek Street, Brisbane, Queensland 4000 Australia
Phone: +61 7 328 2788
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