WE’RE HERE TO HELP THE PEOPLE YOU CARE MOST ABOUT
The current uncertain financial climate has understandably may have left many successful individuals and family groups feeling less confident in their current financial strategy and what the future holds. If you have someone you care about who is in this position, we are here to help.
In these challenging times, access to trustworthy, thoughtful and appropriate financial advice has never been more important – it’s just a matter of finding the right, fee-based firm that takes the time to fully understand what truly matters to their clients and always acts in their best interests.
Our firm continues to grow in a measured way by helping our longstanding clients but also being available to help the people that are important to our clients – the people that our clients care most about.
As we hope you have you have experienced as a valued client of our practice, our unique value proposition is about taking a lead adviser role to align your financial decision-making and investment behaviour with your most important goals and values so you can use the money you have to get the best possible Return on Life.
Our clients regularly tell us their relationship with us provides them with a sense of confidence and peace of mind, whilst allowing them to free up more of their limited spare time to focus on the things in their life that are actually more important than money.
In order to do this well, our plan has always been to limit our practice to a relatively small number of clients for whom we can make a significant impact well above the fees we charge. This approach allows us to enjoy deeper relationships, provide higher levels of service and be more attentive to our clients’ needs.
For clients of our practice who are concerned about a friend or family member with some financial complexities, we offer our Calibre Second Opinion Service. This referral service is a great way to ensure the people our clients care most about make smart financial decisions with their money.
For more details about this complimentary service, please go back to our email and click on the Calibre Second Opinion Service link at the bottom of the page. If you think this service may be of benefit for someone you care about, please feel free to contact Gordon Thoms on PH (03) 9824 2777 or email here to discuss.
Next steps
If you have any questions/thoughts in relation to this article or would like more information, please contact Gordon Thoms or David Conte at Calibre Private Wealth Advisers on ph. (03) 9824 2777 or email us here.
The information contained in this article is of a general nature only and may not take into account your particular objectives, financial situation or needs. Accordingly, the information should not be used, relied upon or treated as a substitute for personal financial advice. While all care has been taken in the preparation of this article, no warranty is given in respect of the information provided and accordingly, neither Calibre Private Wealth Advisers, its employees or agents shall be liable for any loss (howsoever arising) with respect to decisions or actions taken as a result of you acting upon such information.
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.