September 2021 marks our ten year anniversary. Over the last 10 years, CEO Liza Janakievski and the experienced advisory team have delivered quality advice, asset management and tax compliance solutions to help our clients meet their financial goals.
From the outset, Giles Wade sought to provide a holistic service offering and as such we have our own AFS License and Tax Agent License. These licenses assist us in focusing on advice across various specialist areas to enable us to provide end to end services for our clients. Our principal objective is to protect and enhance our clients’ wealth, underpinned by tax efficient cashflow, cost minimisation and strong governance.
Our focus on providing objective advice drives our fee model which is transparent and focused on the services provided. Our advice based fees mean we avoid the potential conflicts of interest that can arise from being remunerated based on funds under management (FUM), by commissions or product-based incentives.
A great part of our success comes from our people – the advisory team, our board, our shareholders and external stakeholders. Each team member has been selected for their expertise, experience and the specific knowledge and capability they bring to their roles.
We are excited to embrace a range of opportunities to add value to our service offering by enhancing our services for expatriate Australians and those wishing to invest globally. Also, we have established the Giles Wade Foundation which, to date, has provided over $100,000 in both financial and pro bono support to educate and empower indigenous communities around Australia. Later this year, we look forward to further expanding the Giles Wade Foundation and will provide further detail about how it will help clients manage their own philanthropic commitments.
We look forward to continuing to work with our clients into the future. We would also like to say thank you to all who have been part of the Giles Wade journey for the past 10 years. We hope the next decades prove to be as successful and rewarding for all.