Palfreyman Wealth

Winning strategy: Simone Palfreyman accepting the Overall Excellence Award at the 2018 SMSF & Accounting Awards.
Winning strategy: Simone Palfreyman accepting the Overall Excellence Award at the 2018 SMSF & Accounting Awards.

Whether you are a business owner or individual looking for financial advice, finding a professional that can meet all your needs is essential to ensuring your finances are in fine fettle. The team at Palfreyman Wealth understand that having one contact for all aspects of finance can save time and keep financial affairs tidy without the confusion of dealing with different advisers for different things. The team assists with accounting and financial advice, sharing holistic advice on investments, superannuation and insurances, providing a one-stop-shop for clients.

"We've introduced this service to allow our clients to have access to all the information they need from the team at Palfreyman Chartered Accountants, giving them the reassurance of leaning on professionals that they know and trust," said Simone Palfreyman, Principal of Palfreyman Wealth

The range of services on offer to clients is broad and includes; Superannuation, SMSF Advice, Retirement Planning, Wealth Creation, Insurance, Investment and Platform, Cashflow and/or budgeting and Estate Planning (non-legal).

"Palfreyman Wealth operates with the best interests of our clients in mind, enabling our customers to stay in control of what services we provide to them."

Regardless of whether help is needed on a single issue or across the full financial planning spectrum, the team will be able to help you achieve your goals. Working closely with clients means Palfreyman can gain a clear understanding of what your specific goals are and then develop the best strategies to position you for financial growth.

Palfreyman Wealth believe that to achieve the best possible financial outcomes, clients must be continually educated and engaged throughout the process.

"We work to establish clearly defined goals, and help clients understand them. We then ensure you understand your strategies, and how they will assist you in achieving your goals."

We work to establish clearly defined goals, and help clients understand them.

Much of the success of the relationship is down to investing in the relationship with clear, consistent communication.

"Clients need to be closely involved in developing their strategies, committed to working towards them and most importantly, understand everything. If circumstances change, we will work together to re-structure the strategies to suit you." Added Simone.