Why choose Giles Wade?
Giles Wade has a strong record of partnering with private and multi-family office clients, trusts, charities, superannuation funds and intermediaries to create and preserve wealth.
We can simplify your financial concerns through a combination of deep intellectual capital, broad asset management expertise, wealth structuring and strategic advice.
Our service does not begin and end with a financial plan; once implemented, your plan is continually monitored to make sure it responds to changes in legislation, changes in the investment environment and changes to your financial circumstances.
Our focus on strategic advice sets us apart from most other wealth management businesses. When you engage us, you can expect:
A trusted relationship based on advice that’s not just valuable in a financial or monetary sense, but valued by you.
A commitment to understanding your needs and giving you the peace of mind that your financial affairs will be managed to enable you to live the life you choose.
Our team to identify and take stewardship over your financial goals and aspirations.
Exceptional strategic advice built around your objectives, values and individual circumstances.
Prompt, courteous and personal attention, as well as respect and confidentiality.
Up-to-date knowledge and expertise across legislative and economic changes, as well as trends in the wealth management industry, to benefit the advice we provide you.
An ongoing relationship that will provide you with professional advice to help you to make informed decisions regarding your financial affairs throughout the course of planned or unplanned changes in your situation.
A team which will act in your best interests, always.
How we work
We offer comprehensive strategic advice and asset management. Our principal objective is to protect and enhance your wealth, underpinned by tax efficient cash flow, cost minimisation and strong governance.
Our services are based on an agreed retainer to ensure the transparency and alignment of interests, which are fundamental to a successful relationship.
Rather than charging you a percentage of your fund, an approach common to many advisory practices, our fees are based on the level of service and advice we deliver.
All 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 receiving objective strategic advice.
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We regard our clients as partners in our business. We make it our mission to educate, empower and support you and make sure your financial situation meets your personal needs and goals.
At Giles Wade, our philanthropic service has two focuses; to work closely with a range of not-for-profit organisations and help our clients realise their philanthropic aspirations.