Richmond Wealth Pty Ltd (Richmond Wealth) is different from many financial advisory practices as we hold our own Australian Financial Services Licence (461605) which has been issued by the Australian Securities and Investments Commission (ASIC).
Richmond Wealth is independent, 100% privately owned, and as such has no ownership links to banks, fund managers or any other financial institution. Richmond Wealth has no “financial products” to offer or sell. We offer bespoke financial services, tailored to the needs of each client.
We are transparent, diligent and client focussed in everything we do.
Why Clients Choose Richmond Wealth
Our clients tell us they do not have the time, inclination or perhaps the skills required to make sense of the complex superannuation and investment rules and regulations. We exist to guide, assist, advise and manage our clients through this maze and, if necessary, hold them accountable to their long-term financial goals and aspirations.
Richmond Wealth adopts a modern and transparent method of charging for the services we provide. Clients of ours (many of which we have serviced for decades), pay a fee for service based on the complexity and the level of ongoing work required. Our fees, along with the scope of our services, will be provided to you in writing before you proceed.
Richmond Private Wealth and its staff are always interested in ways it can give back to the community by volunteering time or donating funds to worthy causes where possible.
Our charity of choice is www.wacharitydirect.com.au. And we are very proud to be a Corporate Member. We love this little charity so much because of its unique approach in that it has no operating costs whatsoever!
To date, WA Charity Direct has raised and given away over $2,200,000 to individuals and small charities who otherwise would have not found assistance.
For more information and to find out how to become a member, please click here.
“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 attentive, personalised service through wealth accumulation, superannuation planning and administration and now the pension phase 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 Private Wealth to manage, protect and develop our investments.”
R & S Williams, Self-Funded Retirees
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.