FINANCIAL ADVISORS
FINANCIAL ADVISORS
FINANCIAL ADVISORS
At Sky Wealth, we believe financial planning is more than just managing investments or selecting financial products; it is about creating a coherent strategy that encompasses all aspects of your financial life, setting a path to achieve financial freedom for you and your family. This service is designed to help you make informed decisions about your money, tailored to your unique goals and circumstances.
Considering the current economic environment, sound Financial Planning advice can help provide a clear direction and meaning to your financial decisions. It allows you to see how each choice you make impacts other areas of your finances. Whether it’s ensuring you have enough for retirement, planning for significant life events, or protecting your wealth, a well-thought-out financial plan with the support of an experienced adviser can help you achieve peace of mind and financial stability.
Our process always begins with understanding your hopes, goals, and fears. We then conduct a thorough analysis of your current financial situation, including assets, liabilities, income, and expenditure with the help of your accounting team. Based on this, we will discuss our findings and propose the development of a personalized financial plan that aligns with your aspirations and mitigates any identified risks. Our goal is to provide you with clear, actionable recommendations.
Services We Think You Could Avail of Right Now
We would welcome the opportunity to introduce you to our expert Sky Wealth Financial Adviser – Patrick Quigley to discuss how our Sky Wealth Financial Planning services can benefit you personally.
Patrick, with 25+ years experience as a Qualified Financial Adviser, is our in-house Sky Wealth expert and manages the affairs for many of our valued clients.
We invite you to schedule a meeting with Patrick, who can offer more detailed insights and answer any questions you might have.
This initial consultation is complimentary and designed to help you understand the potential advantages of having a robust financial plan in place. Should you decide to engage our services, we offer clear and transparent pricing, which we will discuss in detail with you.
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.