We help our clients make smarter financial decisions so that they can live the life they want, doing what's important to them. We do this by working with our clients to determine their personal and financial goals and develop a holistic financial plan tailored to their individual circumstances. This plan acts as a roadmap and provides strategies of how clients can achieve their goals, with the peace of mind that they have a well thought out plan in place.
This advisory service is suitable to clients at all life stages, from those who seek advice on how to best build their wealth, through to those who have already accumulated wealth and now seek investment advice and on-going private client services. This service is the starting point for all clients.
We build long lasting relationships with our private wealth management clients and partner with them so that as their life and needs change they have the security of knowing they have a trusted adviser guiding them and providing an ever-evolving financial roadmap. We do this by providing world-class investment solutions and on-going wealth advisory services to those with money to invest. In many cases this relationship extends to the wider family and our clients have the peace of mind that a trusted family adviser is available across the generations.
Quartz Wealth has its own range of investment portfolios, and through these we are able to offer an institutional investment approach to retail clients. Where our solutions may not be suitable, we are able to advise on suitable external strategies.
Our suite of socially responsible investment solutions provide clients with the option to align their investment decisions with their personal values, have a positive impact on environmental and social issues, while still getting investment returns needed to meet their goals, without taking on more risk than necessary.
We help SME owners and entrepreneurs maximise the wealth potential of their business so that they can live the life they want. For many business owners the business itself is their retirement plan, but the value of the business may not have been realised. We work with business owners at all stages– from start-up, growth and through to exit – to align their business goals with their personal goals, take a holistic overview to their personal and business financial position, and co-ordinate with a network of professionals to help our clients maximise the wealth potential of their business and consolidate their overall wealth position.