Wealth Management
Grow your wealth, achieve your financial goals, and secure your future with our comprehensive wealth management services.
Your Financial Journey, Our Expertise
Wealth management is more than just investing. It's about creating a holistic financial plan that encompasses all aspects of your financial life, from investments and retirement planning to estate planning and risk management. At Executive Wealth Solutions, we provide expert guidance and support to help you navigate the complexities of wealth management and achieve your financial aspirations.
Personalised Strategies
We understand that every client is unique. Our wealth management strategies are tailored to your individual circumstances, goals, and risk tolerance. We take the time to understand your needs and develop a plan that aligns with your vision for the future.
Comprehensive Solutions
Our wealth management services encompass a wide range of financial planning areas, including investment management, retirement planning, estate planning, insurance planning, and philanthropic giving. We provide comprehensive solutions to address all aspects of your financial well-being.
Proactive Management
We take a proactive approach to wealth management, monitoring your investments, reviewing your plan regularly, and making adjustments as needed to ensure you stay on track to achieve your goals.
Building Lasting Relationships
We believe in building long-term relationships with our clients, based on trust, transparency, and mutual respect. We are committed to providing ongoing support and guidance as you navigate your financial journey.
Personalised Strategies
We understand that every client is unique. Our wealth management strategies are tailored to your individual circumstances, goals, and risk tolerance. We take the time to understand your needs and develop a plan that aligns with your vision for the future.
Comprehensive Solutions
Our wealth management services encompass a wide range of financial planning areas, including investment management, retirement planning, estate planning, insurance planning, and philanthropic giving. We provide comprehensive solutions to address all aspects of your financial well-being.
Proactive Management
We take a proactive approach to wealth management, monitoring your investments, reviewing your plan regularly, and making adjustments as needed to ensure you stay on track to achieve your goals.
Building Lasting Relationships
We believe in building long-term relationships with our clients, based on trust, transparency, and mutual respect. We are committed to providing ongoing support and guidance as you navigate your financial journey.
If your idea of a dream retirement is spending most days trying to manage changes to superannuation rules, legislation, tax rules, economics and investment markets, then managing your own wealth sounds perfect for you.
For anyone like us who enjoys spending their retirement with family, friends, hobbies, going on holidays, and generally living a stress free life, I recommend you speak to David Lenarduzzi for financial advice. David’s knowledge, skill and wealth management service is both professional and comprehensive. While there are many benefits provided by David’s wealth management service, the greatest benefit for us has been “more time”. Apart from doing our review meetings with David, we don’t spend any time at all managing finances, and our finances have never been in better shape. We just spend our time enjoying retirement.When we first started working with David a number of years ago, David said “a professional wealth management service will improve your quality of life”. At the time we didn’t understand what he meant by this. We do now!
Damien & Marilyn Pollard
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 is wealth management?
What are the benefits of working with a wealth manager?
Benefits include personalised financial advice strategy, access to expert knowledge, proactive management of your finances, and peace of mind knowing your financial future is professionally managed.