We believe high-net-worth people who are managing significant sums of wealth need independent financial advice. Managing large sums of wealth is complex and with some advisers you might feel as though you are being ‘sold’ product or you are being given ‘cookie cutter’ corporate solution. At Wealth Differently we believe our role is to partner with you on your own unique wealth journey in collaboration with your other advisers. Being independent and unbiased is mission critical to our role as your sounding board and this is why Wealth Differently has chosen to hold its own AFSL licence with ASIC.
Being independently licenced means that we are not tied to specific financial institutions or products. This gives us the freedom to recommend solutions that are truly in your best interest, without any potential conflicts. Our primary focus is on providing unbiased advice tailored to your specific needs, values and goals.
We also have access to a wide array of financial products and services from various providers. Which means we can offer you a more comprehensive range of options to choose from, ensuring that you receive recommendations that align with your unique financial circumstances and values.
As we are not tied to any product provider, we are not tied to any one particular solution, which means we have the freedom to go out to the market and find the best answer for your particular situation. We do the legwork so you can understand better what might work for you.
As the licence owner, we report directly to ASIC. We must adhere to the regulations and standards as set by them. This regulatory oversight helps protect you, ensuring we meet specific competency requirements, follow ethical guidelines and the law.
We believe that all high-net-worth people need an independent financial adviser on their side when they make decisions. Being independent gives us the ability to be your sounding board without bias and enables us to clearly advise you on how best to manage your wealth, for now and future generations to come. If you would like to know more about how Wealth Differently might work with you, please contact us here.
Kind regards,
Shelley Marsh
Outsourced Chief Investment Officer (OCIO) & Founder
Wealth Differently
General Advice Warning: Wealth Differently holds an Australian Financial Services licence to provide services to wholesale clients only. The information on this website is only for persons who are wholesale clients as per s761G of the Corporations Act. The information includes general advice which does not consider your particular circumstances and you should seek advice from Wealth Differently who can consider if the strategies and products are right for you. You should also understand that past performance is often not a reliable indicator of future performance and should not be solely relied upon to make investment decisions.
Wealth Differently Pty Ltd AFSL 547820.
