02 8854 5430
enquiries@wealthfoundations.com.au

Building brighter financial futures

Why Wealth Foundations?

We believe that successful wealth management is about “iterating” your way to your desired future, rather than a mad dash to the line. It is not about quick fixes or “get rich schemes”. It is about decisiveness, discipline and commitment to agreed strategies over extended periods. It requires an urgency with respect to decisions and actions and patience with respect to results.

We offer a reliable, personable and tailored approach to financial planning that has us sitting on the same side of the table as you. Our success is driven by your success.

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Who we work with

While you may be a successful professional or business executive, or independently wealthy, you would say you set high standards for yourself and are doing pretty well. When it comes to personal finance, you may have a reasonable understanding, but not the time, energy or systems to create a long-term financial plan, keep up to date with the ever changing legislative issues, nor the patience to filter through the endless stream of “noise” surrounding financial markets.

While many people would benefit from Wealth Foundations’ service, we believe it will be most valuable to you if you have similar characteristics to our existing clients.

The following client profiles describe the types of people who currently enjoy our approach and will continue to do so in the future.

  • Successful 40 to 50-year-olds
  • Reappraising 50 to 60-year-olds
  • Immediate Pre-retirement and Retirement
  • Independently Wealthy
  • Female Divorcees and Widows

If this sounds like you, see how we can help

How we help

We focus on organising and structuring your financial affairs and helping you make smarter choices about the inevitable trade-offs you face in managing your personal circumstances and investment wealth.

Without a disciplined, process driven approach, decisions can be made both poorly and inconsistently, relying on gut feel, misinformation and often on what other people are doing. This often results in hidden costs that would dwarf the cost of outsourcing to a reputable financial planner.

The following quote from the book “Smart Choices” by Hammond, Keeney and Raiffa captures the essence of our thinking about the value of making smart financial decisions:

“…a good decision doesn’t necessarily guarantee a good result, just as a bad decision doesn’t necessarily guarantee a bad result. The careless can hit it lucky; the careful can be shot down. But a good decision does increase the odds of success and at the same time satisfies our very human desire to control the forces that affect our lives.”

The foundation of our service is the development and regular updating of a comprehensive strategic plan that deals with all aspects of your financial affairs. Through the process we assist you to analyse your current situation, define your objectives, identify issues and risks and develop and implement an action plan.

Financial planning is a dynamic process – your plan should not be something that is read once, filed and forgotten. It is a mechanism that will enable you to efficiently direct your financial resources toward securing your financial security and achieving what is important to you.

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Search our Knowledge Base

If you’re interested to find out how we think about personal wealth management and financial planning, please search our library of publications, or visit our Insights section.

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