Why Us
HawkeSmith Private Wealth are passionate about helping people who want to delegate their financial decisions to a trusted advisor so they can take control of their financial future
When it comes to understanding the intricacies of investment, taxation, estate planning and the constant changing rules, regulations and legislation you are going to need help from a professional.
What makes HawkeSmith Private Wealth different?
1
Strength and Experience
The team have been providing holistic and personalised advice since 2000. To ensure the highest standard of advice , HawkeSmith adhere to comprehensive educational standards and industry membership requirements and both advisers are degree and CFP® qualified. Our non-negotiables are to always to put the client best interest first, have consistency in our advice, be reliable and always add value.
2
Simplicity
You will be involved throughout the entire advice process and your advice will be explained in easy to understand language.
3
Transparency
The advice process and costs involved will be clearly explained so there will never be any surprises.
4
Accessibility
With access to both Ben and Daniel at all times you will always have the support you need, in person, over the phone, via email or social media.
5
Personalisation
Whether it’s one off advice or ongoing advice, your plan will be tailored to your individual needs and personalised to assist you in achieving your goals and objectives.
We believe that the best advisory relationships are built on deep conversations that result in an understanding of where you have been, where you are now and where you want to get to.
6
Choice of Products
To reach the best outcomes for our clients we believe in partnering with specialists for tax, legal, debt, wealth protection and investment.
Our handpicked wealth protection provider offers 120 years of unrivaled experience while our investment partner is an innovative investment house that specialises in managing volatility to protect and grow our clients investments, which means more consistent performance with less risk.