September 2019 represented a significant milestone for Giles Wade – it was our eighth year in business.
There have been so many changes over the past eight years – regulatory change, the rise and fall of institutionally owned financial advice practices and the fallout from last year’s Hayne Royal Commission.
We’re proud that none of these factors have impacted our business.
We have always approached business with integrity. Our commitment to delivering quality advice and premium financial strategies to help individuals, family groups and not-for-profits create, grow and protect their wealth has remained unchanged.
We have charged a transparent fee for service since inception. There have been no hidden fees, no conflicts of interest. Our clients have always been central to our approach, which has focused on strategy first before considering applicable investments.
Giles Wade offers its clients a breadth of experience across all aspects of wealth management and is licensed to provide both financial and tax advice.
We recognise the benefits of drawing on knowledge, expertise and experience from beyond our firm. As a result, we have appointed a range of high calibre experts to both our Board and Investment Committee.
We look forward to the coming years and continuing to work with our clients.