Giles Wade is a boutique strategic and investment advisory firm. We deliver quality advice and premium financial strategies to help individuals, family groups and not-for-profits create, grow and protect their wealth.
We tailor our solutions to your specific circumstances. Our approach ensures transparency and alignment of interests, fundamental to building a successful, long-term relationship. You, our clients, always comes first.
We offer a comprehensive investment advice and asset management service. Our principal objective is to protect and enhance your wealth, underpinned by tax efficient cash flow, cost minimisation and strong governance. While we may consult externally with advisers in specialist fields, we never outsource responsibility.
We charge fees based on the level of service and advice we deliver, and these fees are quoted and agreed upfront. There are no hidden costs, charges or surprises. As our offering is not based on commissions or product-based incentives, you know you are getting what we believe is the right advice for you.
Giles Wade is majority owned by management and staff. Bonhote Bank Switzerland has minor equity stake, which provides the benefits of international resources without the constraints or conflicts of institutional ownership.
Licencing: Giles Wade holds an Australian Financial Service Licence (AFSL No. 412146) and is authorised and regulated by the Australian Securities and Investment Commission (ASIC). The Group holds a Tax Agents Licence issued by the Tax Practitioners Board and must comply with the Federal Tax Agent Services Act 2009 (TASA), including the Code of Professional Conduct (Code). The Group also holds a Public Practising Certificate from both CPA Australia and Chartered Accountants Australia and New Zealand, including the Code of Professional Conduct (Code).