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Wealth ManagementAt Waggett Wealth Advice, we provide an individualized approach to wealth management. First, we take the time to get to know you, your risk profile, and your investment and lifestyle objectives. Then, we tailor a personalized portfolio, potentially including a combination of direct stocks, listed investment companies, listed fixed interest securities, and unlisted managed investments. We aim to meet your investment objectives while minimizing the downside risks by utilizing tools such as absolute return funds and Bear ETFs, which increase in value as the market falls. To further minimize risk, we can use sizable cash buffers as required tactically. With these strategies and our financial expertise, we are confident we will earn your complete trust as your primary wealth manager.
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Fee Structure |
Unlike most stockbrokers who charge on a transaction basis, and financial planners who charge based on the value of assets under management, Waggett Wealth Advice charges a fixed monthly fee, agreed upon with the client in advance. This fee depends on the complexity of your individual requirements and the level of service required.
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Our Partners |
We work in partnership with a combination of our own partners and your existing professional advisers. Partners we call upon include Mason Stevens for administration, tax reporting, and access to wholesale managed funds; Macquarie Bank for cash management services; and Super Guardian for SMSF administration, tax accounting, and compliance reporting.
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Research |
Waggett Wealth Advice uses a variety of research to provide personalised advice to its clients. Sources of fundamental and technical research include the major stockbroking firms, Australian Fund Monitors, Livewire, Portfolio Construction Form, the Pain Report, the national and international financial press, primarily Bloomberg, the Financial Times, and the Economist.
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Authorised Representative of PGW Financial Services Pty Ltd - AFSL No 384713