As Adelaide’s first truly independent financial advice firm, we’re free to focus on you.
When it comes to choosing a trusted financial adviser, we believe transparency, honesty, and accountability are the cornerstones of a successful relationship. At Wotherspoon Wealth, we work with you in an ongoing way to help you achieve what’s most important to you. Our mission is to deliver the best financial advice, free from conflicts of interest and relevant to your situation.
Tailored, Independent Advice
We take the time to understand your needs and goals so that we can individually tailor our advice to match. And because we’re completely independent of any financial institution, we’re able to put your best interests at the centre of our advice.
Collaborative and Holistic Approach
Great advice outcomes require a team approach. We work closely with other key professionals, including accountants, brokers, and lawyers for a collaborative, holistic approach designed to improve certainty in your financial life.
The Complex Made Simple
Our role is to guide you through the challenges and opportunities of the modern financial world, presenting complex information in easy-to-understand ways so you feel confident in your decisions. No spin, no jargon. Just honest, straightforward advice based on years of experience.
Our Financial Planning Services
Your investments are a part of a bigger picture. All aspects of your financial life are considered within our comprehensive financial planning and collaborative advice service.
Your Financial Planning Team
We are greater than any one individual and proud of our collective team.