Suetonius Wealth Management is an independent financial planning company that has been successfully advising Australians for over 15 years. We do not receive commissions, asset based fees or any other remuneration that puts our commercial interests in conflict with your personal interests
Our focus is on helping you achieve your goals ? not on selling you products
WHAT YOU CAN EXPECT
- Face-to- face meeting at no cost to discuss your circumstances, your concerns about risk and to identify the most suitable strategy to meet your goals.
- Financial Services Guide(FSG) and Privacy Policy
- Statement of Advice (SoA) documenting the recommended investment strategy plan to include
- All fees and costs
- Reason for the recommendation
- Alternative options
- Cooling off period
- Clear communication and clarity about the services you are receiving
- Direct access to your adviser
- Regular internal reviews of your investments with meetings scheduled throughout the year
- Available via phone or email
- The use of rebalancing strategies to protect your investments and allow for enhanced returns
- The comparison of your investment to appropriate benchmarks or indexes
- Regular reporting through online and smart device apps
ASSOCIATIONS
Suetonius Wealth Management is a member of several independent financial professional associations including
- FINSIA ? the professional body in Australia and New Zealand for the financial services industry
- AIOFP ? Association of Independently Owned Financial professionals
