Richmond Wealth is 100% privately owned and as such has no ownership or licensing links to banks, fund managers or any other financial institutions. Richmond Wealth has no “financial products” to offer or sell. Instead, what we offer is financial services that are tailored to the needs of each client.
Tailored Financial Solutions
The objectives and personal circumstances of each client or family group are unique.
We will listen to you and we will ask questions to clarify your situation, needs and objectives before we provide advice to you.
Investment Portfolio Management
We take the responsibilities that come with managing our clients’ money very seriously.
We adopt a research driven, methodical and conservative approach to our investment portfolio management services.
Superannuation is one of the most tax effective structure in which to hold assets flagged for retirement.
Advice relating to Superannuation and maximising the financial benefits for our clients has been the core of our business since its inception.
Family Office Services
Some client family groups require much more than a typical financial advice relationship.
They require someone to stand in their shoes and constantly think ahead to make the most of and protect their family wealth for them and the next generations.
Aged Care Financial Advice
Australia has one of the leading aged care systems in the world.
Funding aged care requires careful consideration; and making informed choices can have a very meaningful impact on the longevity of your retirement savings.
“When our plans for retirement became serious we realised that we knew nothing about investment and needed advice. Scott Stanley of Richmond Wealth has managed our financial affairs for many years now and the integrity and dedication has not changed. Richmond Wealth provide a professional, personal and worry-free service, with independent and targeted advice. Choosing to outsource our financial planning requirements is the best financial decision we have ever made.”
Prince & Stott
At Richmond Wealth we are committed to each and everyone of our clients in helping to secure their financial future. We are transparent, diligent and client focused in everything we do.