Our Services
Wealth Advisory
Poole Group Wealth is dedicated to providing our clients with expert financial guidance. We are committed to building strong, long-term relationships founded on trust, integrity, and exceptional client care. Our team of Sunshine Coast Wealth Advisory experts are passionate about helping you achieve your financial goals through personalised wealth advisory strategies.
We understand that every client has unique needs and aspirations. Our approach involves a deep understanding of your financial situation, followed by the development of a tailored plan to help you reach your objectives. We believe in educating our clients, providing clear and transparent advice, and working collaboratively to ensure your financial well-being.
Our Approach to Wealth Advisory
At Poole Group Wealth, our process is built on a foundation of client care and data-driven insights. We believe in a highly personalised approach to wealth advisory, tailored to your unique financial goals and circumstances.
Our Core Principles:
- Client Focus: Your financial well-being is our priority.
- Unbiased Advice: We provide advice based on the best outcome for each client.
- Data-Driven Insights: We utilise advanced analytics to inform our strategies.
- Open Architecture: We offer a wide range of investment options to meet your needs.
- Holistic Approach: We consider all aspects of your financial life, including your asset, debt, wealth accumulation and protection goals.
Our Process
- Initial Consultation: We begin by understanding your financial goals, risk tolerance, and time horizon.
- Comprehensive Analysis: We conduct a thorough review of your financial situation, including assets, liabilities, and income.
- Strategic Development: Based on our analysis, we create a personalised Wealth Advisory plan.
- Implementation: We work with you to put your plan into action.
- Ongoing Review and Refinement: We regularly monitor your financial progress and make adjustments as needed.
Our process is designed to provide you with clarity, confidence, and control over your financial future.
Download our wealth service proposition here.
Our Wealth Advisory Services
Poole Group Wealth works with our valued clients to offer wealth advisory across strategic advice, investment/risk advice and other specialty services.
Strategic Advice
Strategic advice is aimed at identifying opportunities to improve outcomes over time.
This can be done through a range of planning strategies around:
- Asset accumulation
- Debt reduction
- Efficient debt planning
- Tax planning
- Wealth enhancing strategies
Investment/Risk Only Advice
Investment and/or risk only advice is offered for clients who are looking for a specific area of advice and do not require strategic planning.
The main areas of advice are:
- Investment/superannuation/smsf establishment
- Investment/superannuation/smsf management
- Insurance review and establishment
- Insurance claim management
Other Services
What else we offer:
- Wealth and financial goal planning
- Retirement advice
- Centrelink planning
- Family wealth planning
- Financial advice
- Investment advice
- Superannuation advice
- Insurance advice
Speciality Services
High net wealth investors and personal financial advice.
Poole Group’s Wealth Advisory can cater for a range of options available to high net wealth investors and personal financial advice. Please click on the category below that best describes your position to access a more tailored list of advice available.
Interested
in working with us?
Contact us today to schedule a consultation and learn how we can help you achieve your financial goals.
Poole Group offers a quick secure online financial questionnaire, which gives us everything we need to assess how best we can start the process of managing your wealth.