Comprehensive Advice for Your Wealth Management
We take a big-picture view of your entire financial life to provide clear and sophisticated advice through our premium planning practice. By involving you in every decision and strategy, we work collaboratively to achieve your financial success.
Our comprehensive financial planning services are designed to manage the issues wealth accumulation can present. With a strategic approach to wealth management, we can identify any unnecessary risks within current portfolio and determine a better way for you to invest.
Our clients are predominantly corporate executives, business leaders and specialist professionals who are serious about partnering with us to achieve their long-term financial goals. Our clients represent a range of financial, family and business complexities. We Fig Tree Digital Platinum Strategies Copywriting 9 understand the importance of growing your wealth, and we work on your behalf to secure your financial future.
Our Financial Planning Process
Our integrated and personalised process has secured significant long-term wealth success and multi-generational client relationships. Our proven 6-step approach is designed to effectively manage your wealth and give you the confidence that comes with knowing you have the right people beside you.
Our process, endorsed by the Financial Planning Association, delivers strategic and tactical advice to build and protect your wealth for the long term.
Step 1: Defining the scope of our engagement
Step 2. Identifying your unique goals
Step 3: Assessing your financial situation
Step 4: Preparing your financial plan
Step 5: Implementing the recommendations
Step 6: Reviewing the plan and monitoring results
The information on this website pertains to Australian Residents only. Platinum Strategies Pty Ltd is a Corporate Authorised Representative of Millennium3 ABN 61 094 529 987 Australian Financial Services Licences – Licence Number 244252 – Level 3, 30 Hickson Road, Millers Point NSW 2000. The information (including taxation) is general in nature and may not be relevant to your individual circumstances. You should refrain from doing anything in reliance on this information without first obtaining suitable professional advice. You should obtain and consider a Product Disclosure Statement (PDS) before making any decision to acquire a product.