Investment Selection
Grow your wealth and achieve your financial goals with our expertly curated investment solutions.
Investing in Your Future
At Executive Wealth Solutions, we understand that investment selection is a crucial aspect of building long-term wealth. Our experienced advisers take a personalised approach to investment selection, considering your risk tolerance, financial goals, and time horizon. We provide access to a diverse range of investment opportunities, empowering you to make informed decisions and achieve your financial aspirations.
Tailored Portfolios
We don't believe in a one-size-fits-all approach to investing. Our advisers work closely with you to develop a tailored investment portfolio that is "fit for purpose" and aligned with meeting your individual needs and goals.
Diversified Strategies
We understand the importance of diversification in mitigating risk and maximising returns. Our investment strategies incorporate a variety of asset classes, including domestic and international equities, fixed income, property, and alternative investments.
Access to Exclusive Opportunities
As a valued client of Executive Wealth Solutions, you gain access to exclusive investment opportunities not available to the general public. We leverage our network and expertise to identify high-quality investments with strong growth potential.
Ongoing Portfolio Management
Our commitment to you extends beyond the initial investment selection. We provide ongoing portfolio management, monitoring your investments and making adjustments as needed to ensure your portfolio remains high in quality, and aligned with meeting your goals and objectives.
Tailored Portfolios
We don't believe in a one-size-fits-all approach to investing. Our advisers work closely with you to develop a tailored investment portfolio that is "fit for purpose" and aligned with meeting your individual needs and goals.
Diversified Strategies
We understand the importance of diversification in mitigating risk and maximising returns. Our investment strategies incorporate a variety of asset classes, including domestic and international equities, fixed income, property, and alternative investments.
Access to Exclusive Opportunities
As a valued client of Executive Wealth Solutions, you gain access to exclusive investment opportunities not available to the general public. We leverage our network and expertise to identify high-quality investments with strong growth potential.
Ongoing Portfolio Management
Our commitment to you extends beyond the initial investment selection. We provide ongoing portfolio management, monitoring your investments and making adjustments as needed to ensure your portfolio remains high in quality, and aligned with meeting your goals and objectives.
I am incredibly impressed with the portfolio construction and investment selection advice provided by David Lenarduzzi.
Geoff Anderson
Executive Wealth Solutions stands out from other firms
Absolute Trust
As an independent advisory firm, we offer unbiased advice and solutions that truly align with your best interests. Your financial well-being is our sole priority.
Expert Advice
High quality advice is never a one-size-fits-all approach. Our advice is tailored to your unique circumstances, goals and financial aspirations.
Superior Service
Experience a level of service that goes above and beyond. We are dedicated to providing ongoing support, proactive advice, and a truly personalised experience.
Value
The benefits and value provided through our expert advice service enriches our clients quality of life and financial wellbeing.
The Financial Advice Process
Our comprehensive five-step process consists of the following stages:
- Step 1 – Understand your situation
- Step 2 – Design a bespoke financial strategy
- Step 3 – Present your statement of advice
- Step 4 – Put the plan into action
- Step 5 – Ongoing review, monitoring, and optimisation
Take The First Step On Your Journey To Financial Security & Peace of Mind
- We will explore what your future could be
- We will explain our unique approach to get results
- We will show you the next steps for your financial success
Frequently Asked Questions
What types of investments do you offer?
How do you determine my risk tolerance?
What fees are associated with your investment services?
Our fee structure is transparent and designed to provide you with greater value than its cost. We charge a fixed fee which is calculated based on the complexity and size of the portfolio under management.
