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TRUE WEALTH MANAGEMENT ADVICE IS HELPING YOU MAKE SMARTER FINANCIAL DESCISIONS IN PLANNING‚ PROTECTING AND GROWING YOUR WEALTH ENABLING YOU TO HAVE THE LIFESTYLE YOU WANT.

Our purpose is to assist clients to finding financial clarity with reduced complexity and to live inspired lives doing what’s important to them.

Financial Planning

Financial Planning

What is your financial plan and have you been working on it? Most of us would never contemplate starting a trip without a destination in mind. Typically you know your destination and you plan your route with care. Sure there may be detours‚ but you stick to a general route to get to your destination. So what does it involve?

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Investment Planning

Investment Management

Sometimes it makes sense to delegate the management of your investment portfolios to an investment professional. When should you do this? And who should you delegate to?

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Client Testimonials

Our Clients

They are a diverse group. Our clients are individuals‚ couples‚ business owners and trustees. They come to us via referrals from trusted friends and other professionals. They come at all stages of their lives seeking clarity‚ certainty and a peace of mind. They do however‚ share some common traits when working with us.

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WHY QUARTZ

WHY TRUST QUARTZ

We understand the concerns around trusting advisers or trying to find a reputable one… the past few years have been replete with stories of poor advice‚ misleading investment products and outright theft in the financial advisor industry. Our standards and core beliefs‚ highlighted to the right should give you significant insight into how we work..

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Governing Bodies & Professional Memberships
GOOD ADVICE IS NOT EXPENSIVE‚ IT’S PRICELESS