Our mission is to utilise our expertise to provide professional Financial Planning to assist and guide you through your life journey. ... more >>
Our team is committed to educating you to have greater financial confidence to achieve the lifestyle you want. ... more >>
With tailored financial advice and ongoing support, you’ll have help to reach your goals. ... more >>
A self-managed superannuation fund (SMSF) is a superannuation structure that offers control and flexibility for your retirement benefits. ... more >>
Having a well-structured foundation for your retirement before leaving the workforce is fundamental to having a long and happy retirement. ... more >>
At Silver Private Wealth, we combine our investment skills and strategic knowledge to help achieve your goals. ... more >>
At an initial meeting you’ll find out more about us, what we do and get a sense about how we can help you. We’ll ask you various questions to begin forming a comprehensive understanding of your needs and goals and any financial challenges you may be facing. This is also an opportunity for you too.
We’ll help you clarify and define your goals and understand your current financial position. After obtaining further information and documentation about your financial position, together we will be able to agree on the main financial areas you would like Silver Private Wealth to focus on.
When we’re preparing your financial plan, we’ll consider and compare various financial strategies and products that are the most suitable to help you to reach your needs and goals. The recommendations will be clearly documented in writing in a Statement of Advice.
We’ll discuss our recommendations documented in the Statement of Advice and explain in detail what and why we have recommended specific strategies. From here, you’ll decide if you want to proceed and whether there are any alterations you would like to make before proceeding.
If you would like to, we can work together on an ongoing basis to help you stay on track to reach your goals. As life constantly changes, we are able to review and update your objectives, achievements and ongoing needs to ensure your financial plan is always in line with your goals.