I provide my clients with ideas and solutions to help them make the most of their opportunities. I try to understand as much as possible about my clients’ situation - what they have, where they've been and what their dreams and aspirations are for the future.
I then help develop a sound investment philosophy that'll enable them to reach financial independence sooner, provide funds when they're needed and give them options that might not otherwise be available - such as early retirement if that is their desire.
I get to understand the financial situation of many different people. So there's a good chance I've already seen what has and hasn’t worked for someone in similar financial situation. I can use that knowledge and tailor it so you have clear options. That's my value proposition.
Flat dollar fees based on the complexity of advice
Stuart has been managing my superannuation and super. pension for many years. When he considers it appropriate to make slight changers and re twig the products the funds are in, he arranges an appointment to discuss the strategy with me and clearly explains the possible pros/cons of it. To date , i have been more than satisfied with the performance In addition we do have regular reviews, to discuss the performance of the funds, and if any of my needs have changed. Outside these, if/when I need to discuss a need to increase my pension or any concerns I have. Stuart makes himself available
Fully confident with Stuart’s advise
I see Stuart annually personally. He has always been flexible arranging the appointment. Stuart has always been well prepared with information regarding my super and investments n explains them to me in plain language. The areas which I needed advice and information on were picked in another question. During the years when I have needed clarification, There has always been an exceptable response time. I have been very ill and Stuart was always patient and caring with his approach during this difficult time often contacting my EPA with progress e.g. changing name of joint shares to my name following my husbands death. All this took up a lot of Stuart’s time n patience with me. I totally trust Stuart’s advice and feel relaxed that my retirement funds are in his hands. Ruth Duncan
I am a self funded retiree, Stuart has been managing my superannuation and financial matters for a number of years. He is able to explain investment matters in a way that an ordinary person can understand and can demonstrate through diagrams and graphs the benefit of changes that need to be made to some investments to maintain performance levels. I have always taken his advice and the benefits show in the performance of my portfolio.
Stuart has been managing my portfolio for the past seven years since I retired and sold my pharmacy business. I have been able to discuss my situation and preferences regarding my portfolio with Stuart and he has been very respectful in all dealings with me. Stuart makes himself available whenever I have any queries or require any assistance with my accounts. I am confident that Stuart keeps up to date with the market and is willing to impart his knowledge about the current financial situation at all times. I would be happy to recommend his services.
- Adviser status Platinum
- Number of reviews 15
- First year providing advice 2007
- Years of experience 15
- Postgraduate Diploma of Commerce
True North WealthSuite 3, Level 4, North Tower 1, 5 Railway Street
Chatswood, NSW 2067
- 8:00am – 6:00pm Monday – Friday
Consultum Financial Advisers Pty Ltd