We are very busy professionals in the field of Information Technology Services and Consulting. When an opportunity presented itself to sell our business we needed a firm to advise and manage our finances and to hold us accountable to all of our future financial goals and aspirations. Scott Stanley and the Team at Richmond Wealth provide just that. We can verify that the Team at Richmond Wealth provide a personalised and individually tailored financial service rather than one which is for the masses. In addition, Scott and his Team are always available to take our call when something comes up or if we just want to run an idea or investment opportunity by him.
Dutton & Morrison
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
We have been associated with Scott Stanley for well over a decade and can verify that they he and his team are diligent, honest and have integrity in everything they do. We have received very good personalised service through wealth accumulation, superannuation planning and administration and now pension phases of our financial life. We have never once felt like just a number but rather a valued member of a family and have complete faith in Richmond Wealth to manage, protect and develop our investments.
R & S Williams
Peace of mind is what my wife and I have had during our association with Scott Stanley since many years ago. A banking background gave me a prudent approach to personal financial matters, an approach which has been consistently displayed by Scott and his staff at Richmond Wealth. Having easy direct access to a financial advisor together with the friendly, approachable and truly professional service has consistently provided a mutually beneficial outcome over the years. Therefore, we would not hesitate to recommend Scott and the Team at Richmond Wealth to anyone seeking self-managed financial services.
The Hadwen Family
We have been most impressed with the amount of research that the Richmond Wealth team does into the companies it is thinking of investing in. They really look into the history of the company, the management’s ideology and the company’s future credibility.
There is a deep understanding of the insecurity one experiences upon retirement and the need to keep a steady income. I know each person’s needs vary, but I admire the way Richmond Wealth will understand a client’s needs and will do all in its power to realise that person’s particular wishes, whether it is to invest modestly, but more securely, or whether to invest in higher risks.
It goes without saying that this is a very special group of people who care about others and have the ability and intelligence to communicate effectively within their own group, and with their clients.
I also like the fact that Richmond Wealth has stayed a fairly small group. I am sure this has helped it stay as a cohesive, well informed and dynamic work force (and happy too!)
Whalley & Banning
Committed To Our Clients
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.