Our clients come to us with money to invest, or a real desire and capacity to start building their wealth. Though we deal with a wide range of clients from a variety of personal backgrounds, we find we add most value to those in the following circumstances:
Retired or Planning for Retirement
Set yourself up for a comfortable retirement
As you move from work to retirement, it’s important to carefully build the foundation of your future financial security. At Wotherspoon Wealth, we understand the issues involved and we work with a wide variety of clients daily to optimise their unique situations.
Managing your family legacy
If you’ve recently inherited some family wealth, you might now be tasked with responsibility for its stewardship. Often, the aim is to preserve and enhance capital for future generations, while enjoying income benefits along the way. This may involve maintaining a substantial portfolio of directly held stocks. At Wotherspoon Wealth, we have strong experience in monitoring and advising on tailor-made share portfolios for our clients.
“Apart from general piece of mind, we've found the independent advice and investment outcomes that you've been able to achieve for us over the years have more than adequately justified your fees. So as we've told our friends, we are very happy with the financial advice we receive from you.”-Colin White
Turning business success into family wealth
Apart from good health and positive relationships, two other components of happiness are sufficient wealth and the satisfaction of achieving your goals. Business success brings greater control, time flexibility and earning capacity. With the right advice, these can result in sustainable family wealth.
Dental and Medical Specialists
We are a specialist dental and medical advisory firm
As a dental or medical specialist, several unique issues affect your career, job security and ability to build financial independence.