Recognising Quality Advice

Unfortunately most financial advisers are predominately focused on recommending investments. This “product sales” attitude is created due to the way most financial advisers are remunerated, being commissions and incentives.

As you explore our website you will notice that 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.

However, research conducted by the Institute of Australian Actuaries found that more than 70% of value and benefit is provided by the “strategic” financial advice, not the investment selection. This research highlights the importance of working with a financial adviser who is focused on providing “strategy based solutions”, rather than being product sales focused.

Executive Wealth Solutions recognises that correct investment selection is extremely valuable and we are highly skilled in this area. However, our expertise and independence also allows us to focus on providing clients with “strategy based solutions”.

The diagram shown below outlines the process that Executive Wealth Solutions undertakes when constructing financial advice of the highest quality. Our objective is to add significant value in each of the three steps shown below, so that we provide our clients with the best results possible.