Who are we?

At Definitive Wealth we aim to provide highly valued tailored financial advice that is based solely on the financial goals and objectives of our clients.

We look to get to know and understand our clients personally as well as financially as this assists us when having personal conversations with our clients.

At Definitive Wealth we aim to become a “hub” for our clients so that when you need the services of a professional in regards to your financial affairs all you will need to do it contact us and we will be able to obtain for you the professional services you require.

What makes us different?

The Definitive Wealth difference is that once you become a client you will always maintain an appointment in your financial planner’s diary. Depending on the level of service you require these appointments will be pre-booked on 13, 26 or 52 week continually reoccurring basis. This reoccurring appointment will remove the frustration of not knowing when your next appointment is. This will also remove the risk of you paying for a service that is not being provided.
You will also be encouraged to contact you planner directly and not be asked to contact your client manager or office assistant like other planners often do.