Even after almost four decades as a financial adviser, I find helping clients build a brighter financial future for themselves and their families as rewarding today as when my career began. My role is to help you make sound financial decisions. While the intellectual property a financial adviser brings to the process is obviously valuable, quite often our greatest contribution is the element of objectivity. They say sometimes you can't see the forest for the trees. But, it's very hard to see the tree when your nose is pressed against the bark!
Our fees are in three stages: 1. Preparation of strategy following initial meeting(s); 2. Implementation of recommendations; 3. Engagement for ongoing service.
Always responsive and timely.
Having dealt with Wayne for over 15 years I can comfortably recommend his professional services
We get excellent advise from Wayne.
We have been clients of Wayne's for over 10 years and are delighted with the results he has helped us achieve. His advice is always concise and easy to understand. He has always taken time to listen to our needs and answer any questions. Highly recommend his services to anyone looking to secure their financial future.
The first person I have spoken to about superannuation in years who had my best interests as his number one priority. Refreshing and intelligent advice without bias or prejudice. Straight talking, common sense approach to finances and retirement planning regardless of your current financial situation.
- Adviser status Gold
- Number of reviews 13
- First year providing advice 1979
- Years of experience 44
- Certified Financial Planner (CFP)
Paramount Financial SolutionsSuite 13, 135-139 Cambridge Street
West Leederville, WA 6007
- 8:00am – 5:00pm Monday – Friday
Fortnum Private Wealth Ltd