Abbotts Wealth Management is owned by staff and management and as such, we are not beholden to any parent company or financial institution. Our advisors are very well qualified and have decades of experience in advising and guiding clients. During this time, we’ve helped many people significantly improve their financial independence and security.
We are in business to serve our clients first and foremost and any strategy or product recommended is chosen as it is in our client’s best interest, not because it pays any commission or incentives. Our team provides you with the expertise in the areas of wealth management that it is not practical or economical for you to personally develop yourself.
Our role is to be a specialist advisor to help you take advantage of the opportunities that you create during your financial life cycle and avoid the pitfalls that accompany those opportunities and life in general.
As your expert partner, we guide you to achieve
This is a complex and difficult job and requires specialist expertise and the formation of a long, close and trusting relationship.
We are very transparent and open and we work collectively with our clients to develop strategies and recommendations to help them achieve their lifestyle and financial objectives at a reasonable and fair cost.
We provide a vast array of services that help you generate, protect and preserve your wealth which broadly fall into the following categories:
Wealth Creation Strategies
A diversified range of listed investments to increase your wealth creation potential
Personalised advice and strategies for a smooth transition into retirement
Offering alternatives and advice on ways to manage your budget and utilise the equity in your home to create wealth
Insurance Policy Analysis
Researching approved insurance policies for specific suitability and cost effectiveness to match your personal situation
Tax Minimisation Strategies
Provide you with options and alternatives to minimise your various tax liabilities, look for any available ‘tax advantages and ensure that your super and investments are structured correctly
Superannuation Advisory Service
Pre and post retirement strategies to ensure your financial security in retirement
Providing advice on the implementation and ongoing maintenance of Self-Managed Superannuation Investment strategies
Risk Management Analysis
An analysis of your current situation to provide lump sum funds in the event of your accident, illness or untimely death…!
Assist you to analyse your current spending patterns to determine any opportunities available with your ‘surplus or shortfall’
Comprehensive Estate Planning
a plan to ensure that you have ‘the right money, in the right hands, at the right time’
Meet the team of Abbotts Wealth Management
Wealth Management Consultant
Andre uses his specialist knowledge to provide clear, easy to understand advice designed to help his clients enjoy their retirement with financial independence. His clients can expect to have a trusted professional working relationship which he believes is necessary to create, grow and protect their wealth.
Financial Planning Support Manager
Fiona joined Abbotts Wealth Management in May 2019 as a Financial Planning Support Manager. She holds tertiary qualifications in Finance and a Diploma of Financial Planning.
Her focus is on the implementation of our advisers’ recommendations, overseeing compliance, building systems and processes for the wealth team. Fiona’s cheerful demeanour and professionalism ensures your experience meets our high standard of service expectation.
Wealth Management Consultant
Briony joined Abbotts Wealth Management in August 2016 after completing her Masters in Financial Planning. She has been in the financial services industry since 2005 and has previously worked in Zimbabwe in money market dealing, portfolio management and stockbroking. Since relocating to Australia with her husband in 2013, she has mainly worked in financial planning. She strives to help clients to meet their financial objectives by providing professional advice.
Wealth Management Administration Support
Michelle joined the practice in October 2017. Her hard-working nature and professionalism in assisting with the smooth running of the financial team and liaising with financial entities makes her a valuable part of our practice’s efficiency. Michelle’s responsibilities include administration for the financial team.
Contact Abbotts today to learn more about our wealth management services
Please fill in the form below and one of our staff will be in touch.