When you are managing significant wealth, the quality of the advice around you matters enormously.
And so does the independence of the person giving it.
Many high net worth individuals and families are managing increasingly complex wealth. Investments, structures, tax, estate planning and multiple advisers can all create a lot of moving parts.
In that environment, the last thing you need is advice that is shaped by product bias, institutional pressure or a one-size-fits-all corporate solution.
That is why I believe independent financial advice matters so much.
Being an independent financial adviser means we are not tied to a bank, product provider or financial institution.
At Wealth Differently, we hold our own AFSL licence with ASIC, which means we are independently licensed and not aligned to any product manufacturer.
That independence matters.
It means our role is not to sell you a solution.
It is to help you think clearly, challenge assumptions and make better decisions about your wealth.
Because we are not tied to a product provider, we are free to recommend what is genuinely in your best interests.
That means the advice can be shaped around:
Not someone else’s product shelf.
Independence gives us the freedom to go to the market and assess a wide range of options.
That allows us to help clients explore the solution that best fits their circumstances, rather than trying to squeeze them into a pre-packaged answer.
For many clients, one of the most valuable things about independent advice is having a trusted person in their corner who is not pushing an agenda.
That is often what wealthy families need most.
A calm, experienced and unbiased sounding board.
As the holder of our own AFSL, we report directly to ASIC and must meet the regulatory, ethical and competency standards required.
That provides an important layer of accountability and professionalism.
I believe all high net worth investors benefit from having an independent financial adviser on their side.
Someone who can help them cut through noise, think clearly and make better decisions about wealth, both now and for future generations.
Because when significant wealth is involved, independence is not a nice-to-have.
It is incredibly important.
If you are looking for an experienced, independent sounding board to help you make better decisions about your wealth, you can learn more about how I work with clients 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.
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