Specialist Wealth is an independent, Chartered Financial Planning firm founded in 2011. The company provides holistic wealth management services, focusing on building long-term relationships with its clients. Their mission is to offer high-quality, professional financial advice covering investment management, retirement planning, estate and inheritance tax planning, and protection. Being "Chartered" signifies a public commitment to professional standards and ethics as recognized by the Chartered Insurance Institute (CII).

Founded in

Australia