FINANCIAL ADVISORS
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FINANCIAL ADVISORS
FINANCIAL ADVISORS
At Sky Wealth, we recognize the importance of building lasting relationships with our clients that are based on trust and mutual respect. We believe that our success is not only measured by our ability to achieve agreed objectives, but also by the longevity of our client relationships.
We are committed to understanding our clients’ unique financial goals and tailoring our services to meet their individual needs. We believe that open and honest communication is essential to building a strong client-advisor relationship, and we strive to ensure that our clients feel heard and understood throughout the process.
Our goal is to establish a partnership with our clients that is built on transparency, integrity, and a commitment to achieving their long-term financial objectives. We believe that by putting our clients’ needs first and providing them with personalized attention and support, we can help them achieve financial success and build a lasting relationship that endures over time.
At Sky Wealth, we understand that providing an exceptional client experience is at the heart of successful wealth management. While we specialize in investing on behalf of self-managed superannuation funds, we recognize that each client has unique investment requirements and strive to provide tailored solutions that address their holistic needs.
Our approach is centered around objectivity, flexibility, and timeliness. We structure all client portfolios to accommodate individual needs and requirements, ensuring that our clients receive a personalized experience that fosters a long-term, trusting, and mutually beneficial client-advisor relationship.
We are committed to maintaining open and transparent communication with our clients, ensuring that their wealth creation and retirement goals are continually reviewed and updated as needed. Our goal is to honor our clients’ confidence in our proven ability to manage their wealth by delivering customized solutions that help them achieve their financial objectives. With our client-centric approach, we are dedicated to building lasting partnerships with our clients that enable them to thrive financially over the long term.
SKY’S THE LIMIT
For our accounting services, we start with your business goals and ensure our services are helping you closer to them. We are conscientious with our accounting work and make sure your business remains compliant. We vouch for our work and provide a guarantee.
Our accounting teams will meet with you for consultation. That’s our commitment to our clients.
Patrick has 26 years of experience in the Financial Services Industry both in the United Kingdom and Australia.
Patrick is a qualified financial adviser and has a particularly strong background in both domestic and international investments.
As a valued client, we have an offer to meet with Patrick to review your fiscal situation.
SKY’S THE LIMIT
Get personalised financial advice from advisors who understand your unique situation.
Our financial planning teams will meet with you for consultation. That’s how committed we are to our clients.
Phone: 03 5332 8855
Office Address: 902 Howitt Street, Wendouree, VIC 3355, Australia
Postal Address: PO Box 2234, Bakery Hill, Victoria 3354
Phone: 03 5428 1400
Office Address: 45 Hamilton Street, Gisborne, VIC 3437, Australia
Postal Address: PO Box 270 Gisborne Victoria 3437
OUR FINANCIAL PLANNING TEAM
Sky Investments Solutions Pty Ltd as trustee for Sky Wealth Unit Trust trading as Sky Wealth, Authorised Representative No 1281493 of Hunter Green Pty Ltd, Australian Financial Services Licence No. 225962
Our 40+ years of combined experience put you in safe hands. Our pursuit for excellence in our accounting services never ends.
We will be with you every step of the way – from goal setting to execution of strategies. We’re in it for the long run.
We can help you with business accounting, bookkeeping, financial planning and even finance.
We pride ourselves with our innovation and unique approach to financial services and accounting systems.
