Financial advice that opens doors
Most financial advisers set out to achieve financial goals. At Transition Wealth, we go a step further. This is because we understand wealth is about more than dollars and cents. We recognise money is a powerful enabler for our clients, affording them experiences as well as possessions, and ideally, peace of mind.
Through all of life’s ups and downs, our aim is to provide you with a solid financial foundation from which you can build wealth and have the freedom to enjoy the things you love to do.
Building the foundations for lasting wealth
Unlike many financial advisers that start with products, we start by understanding the big picture.
We see our role as financial counsellors and financial architects, responsible for taking our clients’ vision for their future and building a lasting plan to make it a reality. Only then will we discuss products as a means of achieving our clients’ goals, in the same way an architect might select bricks and mortar.
Make the transition…
Transition Wealth is different to many other financial advisers because we are family-owned. Every client relationship is held with complete confidentiality and we don’t just focus on investment performance. We create a consistent, professional rapport that is based on a clear understanding of your financial goals, personal values and deeply rooted concerns. These goals serve as the cornerstones for financial decisions as we move through the process of managing your wealth.
- Genuine care for others