Welcome to Executive Wealth Solutions

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Executive Wealth Solutions is an independently owned financial advice firm that has built a reputation for providing specialist financial advice and outstanding ongoing service.

Executive Wealth Solutions is different to other financial planners. We provide our clients with a powerful combination of expertise, independence and comprehensive ongoing wealth management.


Mission Statement

Our ultimate goal is to improve financial security and the quality of life for our clients and their families. We achieve this through increasing wealth and minimising risk.

At Executive Wealth Solutions we are committed to providing quality "value adding" advice and proactive financial management. We aim to build long term relationships based on trust, and we strive to make a difference in people's lives.

Our Promise to You

  1. We promise to always treat you, our client, with respect, honesty, integrity and professionalism.
  2. We promise to always provide advice and recommendations based purely on achieving your financial goals.
  3. We promise to not receive commissions or any incentives by third parties. We will only charge on a fee for service basis, and we are paid directly by our clients.
  4. We promise to provide advice and service that adds value. That means the benefits from our advice will be greater than the costs. 
  5. We promise to only recommend high quality wholesale and direct investments, endorsed by independent research, with no entry or exit fees.
  6. We promise to always explain our advice and recommendations in a very clear and easy to understand manner, so that you can make confident decisions.
  7. We promise to take the time to focus on your personal circumstances and address the issues that are most important to you.
 

 

 
 
 

General Advice Only
This website provides general information only, and does not constitute financial or taxation advice. The information herein does not take into account the particular circumstances, investment objectives or financial needs of any individual investor. Before making any investment decision, Executive Wealth Solutions Pty Ltd recommends that you obtain investment and taxation advice which takes into account your particular circumstances, investment objectives and financial needs.