The home of boutique wealth management and fully integrated services.
Why Financial Professionals?
“Our commitment and dedication goes beyond our client’s financial well-being. We have insightful tools to help clients explore and maximise their own personal satisfaction and fulfilment over the amazing journey of life.”
Ross Rickard, CEO
Financial Professionals originally evolved from a Chartered Accountant background to now encompass the complete range of services to help manage our client’s overall affairs. For over 20 years Financial Professionals has provided a superior wealth creation service through first class advice and management. Financial Professionals has never been affiliated with any financial institution, as we have valued being free from conflict of interest’s since the beginning.
Our team’s mission is to serve you and your family. We are confidantes and navigators, dedicated to managing the complexities of your wealth. Every member of our team believes that by helping you understand your financial options, we can put you in a better position. Our experienced team of professionals is ready to work closely with you.
Focus Financial Partners is a leading international partnership of fiduciary wealth management firms. Focus provides superior access to best practices, resources and continuity planning for its partner firms who service individuals, families, employers and institutions. Financial Professionals benefits from the synergies, scale, economics and best practices of a market leader. By sharing resources, skills and ideas and strengthening our infrastructure and support, we will provide an even better service to our clients over time.
Financial Professionals are well placed to help you achieve your lifetime goals. Because any journey starts with good planning it is never too late to start. It is an investment in your long-term well-being and that of your loved ones. Whether you are just starting to build upon savings or are on the verge of retirement, Financial Professionals strives to provide the best solutions to achieve your future personal and financial success. By taking the time to understand your specific needs we create a strategic plan that helps you better understand your options so that we can then help you implement the ones that best suit you. We then work with you to manage and protect your wealth and keep you in control of your affairs.
The right kind of financial advice can really make a big difference to your future. Financial advice can give you the confidence that your plans are achievable, or if you’re not on track to achieve your goals, it can help you put the right strategies in place to achieve the success you desire.
To achieve financial success and peace of mind you need an investment plan that is tailored to your own personal circumstances and objectives. Investment Professionals use a ‘hands-on’ approach to select and manage your portfolio. We recommend the highest quality and appropriate blend of investments to create future wealth.
Our accounting and tax are dedicated to giving sound advice and keeping you fully compliant. By integrating your taxation and accounting needs with your strategic advice and wealth management it saves you time and money and ensures that the strategies you agree upon are correctly reflected.
Every member of our team believes that by helping you understand your financial options, we can put you in a better position. Our experienced team of professionals is ready to work closely with you.