We have had great client feedback and support from the launch of our Second Opinion Service late last year.
For our valued clients who want to make sure the people they care about most make smart financial decisions about their money, we offer our second opinion service. You probably know a friend, family member or colleague who may be in a complex situation or is just unhappy with the advice from their stockbroker, financial adviser or accountant — it’s not uncommon.
A number of our clients and colleagues have now offered this obligation-free service for the benefit of the people they care about most, to help make sure they make smart financial decisions about their money.
We’re pleased to offer your friends, family and colleagues some of the same expertise and guidance that you’ve come to expect as a valued client of Calibre Private Wealth Advisers.
Ask ten investors to define wealth management. Actually, ask ten “wealth managers” to do so. You’ll almost definitely get ten different answers, and most are likely to be heavily focused on investing. As a client of Calibre Private Wealth Advisers, however, you benefit from a cutting-edge team that has a clear and comprehensive vision of wealth management.
We approach each new client with a time-tested, collaborative process. This allows us to have an open dialogue in which we learn about your values and goals while working with you to tailor a plan to help meet them.
We will meet with your friends, family or colleagues and take them through our valuable discovery process (at our cost) so they can gain clarity on their most important goals, the values upon which they are based and their current financial reality. As part of this process we will help them complete a personalized Financial Road Map with one of our advisers.
At the conclusion we will provide our insights on whether they are on track to achieve their goals and/or what alternative action they may need to consider or suggest ways in which we can help (including recommending someone else if we are not a good fit for their needs) Either way, they will receive significant value from the interaction with us, including the Financial Road Map experience and personalized analysis of their current situation.
Please contact us if you would like to offer this service to someone you care about.
This advice may not be suitable to you because it contains general advice that has not been tailored to your personal circumstances. Please seek personal financial and tax/or legal advice prior to acting on this information. Before acquiring a financial product a person should obtain a Product Disclosure Statement (PDS) relating to that product and consider the contents of the PDS before making a decision about whether to acquire the product. The material contained in this document is based on information received in good faith from sources within the market, and on our understanding of legislation and Government press releases at the date of publication, which are believed to be reliable and accurate. Opinions constitute our judgment at the time of issue and are subject to change. Neither, the Licensee or any of the Oreana Group of companies, nor their employees or directors give any warranty of accuracy, nor accept any responsibility for errors or omissions in this document. Gordon Thoms and David Conte of Calibre Private Wealth Advisers are Authorised Representatives of Oreana Financial Services Limited ABN 91 607 515 122, an Australian Financial Services Licensee, Registered office at Level 7, 484 St Kilda Road, Melbourne, VIC 3004. This site is designed for Australian residents only. Nothing on this website is an offer or a solicitation of an offer to acquire any products or services, by any person or entity outside of Australia.