Everything we do is transparent.
No hidden fees, exotic products nor complicated strategies.
Our services include:
Retirement
Passive income
Investments
Asset allocation
SMSFs
Estate planning
Superannuation
Small business sales
Family trusts
WHY DO WE GET OUT OF BED IN THE MORNING?
Our passion is financial education. We get out of bed with the knowledge that we can help people live more enjoyable and less stressful retirements.
Leveraging decades of experience and our growing team, we have the confidence that we can add value, with a number of key principles driving us:
Our commitment to research and education allows you to outsource the difficult tasks and focus on your retirement, or more importantly spending time with your family;
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The highly skilled team take on the work that requires daily dedication and analysis for people who don’t have time to stay up to date;
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Our advice is focused solely on retirement, and everything that comes with it, including super, estate planning, investments and cash flow.
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We focus on producing consistent and growing income, while building portfolios that are resilient against the daily whims of markets.
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Our advice empowers by providing you with the tools and information to make informed decisions at times that matter.
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Life doesn’t happen as you plan, so our advisers are available around the clock to provide expert guidance and reassurance. Our fees are fixed, but access to our team is unlimited.
OUR CUSTOMERS
Our typical clients are:
• Aged over 55
• Retired or thinking about their transition to retirement
• Have more than $1m in investable assets
• Seeking to generate passive income from their asset base
• Hold the majority of their wealth through superannuation (generally SMSF’s); and
• Appreciate the value of professional advice.
We seek to partner with likeminded professionals who understand that good advice comes at a cost. They wish to ensure their wealth is invested in a manner that aligns with their goals and values.
HOW DO WE PROVIDE ADVICE?
Our advice is delivered in two ways, upfront and ongoing. In both cases our aim is the same; to empower you by providing the tools to make informed decisions.
We are unable to provide specific advice on products or strategies outside of a Statement of Advice.
UPFRONT -
Statement of Advice
The start of any new relationship involves a period of ‘getting to know’ each other and determining if we are the right fit. We then set about building a plan for your future and a base from which all future decisions can be made. This forms part of several documents which outline our recommended strategies or investments and the reasons behind each of them. The aim of these documents is to inform and empower those who seek our advice into make sound financial decisions as well as minimising the number and severity of mistakes.
PRIVATE CLIENTS
The follow-on part of our advice is the ongoing management of investment portfolios across family trusts, superannuation funds and individuals. This, our Private Client Service, allows you to outsource the time consuming, labour-intensive responsibilities involved in implementing your financial strategy and investment portfolio. We provide ongoing administration and mailing house support, end of financial year and legislative change planning as well as regular ongoing investment advice.
We know Private Clients of Wattle Partners will feel comfortable knowing that someone is in their corner and remain in control of their own time. We leverage off our own experience over many decades, as well as our extensive networks and proximity to markets to provide value to our clients.