Providing financial clarity and peace of mind.
We are a boutique, self-licenced financial advisory business.
We pride ourselves on providing a premium service and true value to our clients through comprehensive advice solutions.
Our flexible advice approach is based on the following key principles:
CLARITY – help clients get clear about their financial affairs, their key objectives and the decisions they need to make.
ADVICE – simplify any complexity, provide objective advice and develop tailored strategies.
PARTNER – implement and manage comprehensive solutions in a way which is transparent about fees, process and accountability.
Your own Family/Personal CFO overseeing all aspects of your financial affairs. Our Private Wealth Office service is only available to a limited number of clients.
Comprehensive assessment of objectives and development of tailored strategies. Use of financial modelling and scenario analysis to project outcomes and future position.
Investment consulting and review. Portfolio construction, implementation and management. Non-aligned, market-wide and world-class investment solutions.
Consolidated administration and reporting of investment portfolios.
Full Self-Managed Superannuation Fund services. In-house expertise and SMSF specialist.
Experienced in pre and post retirement strategies and the key considerations during this life stage transition.
A market-wide insurance broking service. Focusing on a cost/benefit assessment of your current circumstances and actual required outcomes.
Estate plan implementation and reviews, incorporating the work of legal professionals with the broader family and financial considerations of intergenerational wealth transfer.
Business succession strategies and funding solutions, including Key Man and Buy/Sell insurance cover.
Finance reviews, restructuring and debt management. Market-wide finance broking solutions.
We are experienced in working with and our clients are:
– Successful, but time-poor business owners, executives and other professionals.
– Those needing to manage finances through windfalls, realisation events, divorce and retirement.
– Affluent families and intergenerational wealth.
Our advice benefits from diverse experience and long-term relationships with a broad range of clientele.
At Premia, we are passionate about providing true client value. We believe in fair and commensurate fee structures and enjoy helping clients understand our value proposition, compared with industry standards/alternatives.
In our business:
– All fees are agreed up front, transparent and fully disclosed.
– Fees are reviewed each year and are commensurate of the services required/provided.
– We engage with the view of developing lasting advice relationships and seeing outcomes through to fruition.
