Wealth Management Service Gold Coast

Whether you believe yourself to be wealthy or not, whatever assets you have are likely to have been hard earned. It’s important, therefore, that you protect, grow and use them in ways that give most benefit to you. At Quill, we’re here to do that through a number of services that are focused on maximising your wealth.

Wealth gives you control of your future and enables you to achieve your goals. The greater the level of wealth, the more ambitious your objectives can be and, with our help, you have more chance of achieving them. However, maintaining and increasing that wealth has to be done in a time of turbulent markets and uncertain economic activity.

As well as being a problem for investors, volatility in the markets can also be an opportunity providing the right decisions are taken. At Quill, we have the knowledge, expertise and resources to help you make the correct decisions.

Making the Right Choices as the Wealth Management Market Changes

Reforms in the financial markets, such as FOFA and My Super, have created both opportunities and challenges for the wealth management industry. In some cases, the challenges have been too great and have led to many companies withdrawing from the market.

Here at Quill, however, we’re in it for the long haul and will continue to provide dependable support for wealth management on the Gold Coast.

That support is wide-ranging and incorporates other parts of our business, such as financial planning, tax accounting and investment advice. It also applies to all types of clients, from those with the largest portfolio to others with relatively modest investments and ambitions.

We are now operating at a time when clients rightfully expect to be kept informed, have transparency in the way they’re charged for the service and often wish to be actively involved with their investments.

That really is the way we’ve always operated and so is largely a matter of the market coming in line with our way of thinking. Nevertheless, through innovative and proactive ways of working, we’ll always aim to be ahead of the game.

Providing Personalised Wealth Management Services on the Gold Coast

We’ve never tried to put together a standard package for our wealth management clients. That’s because we know they’re all different in terms of the assets they have, the risk they’re prepared to take and the goals they want to achieve. Consequently, we treat every client differently by:

• assessing their current situation, both in personal and business terms
• identifying their goals, both long and short-term
• determining the relevant tax environment
• ascertaining the attitude to risk, which may become more conservative as a client nears retirement
• selecting an investment portfolio that will have a mix that meets stated goals and risk profile
• reviewing the performance of a portfolio to ensure it continues to perform well and meets the client’s needs
• changing investments when necessary to match changing attitudes and circumstances
• providing regular reports, reviews and access to information so all clients are kept fully informed.

We like to work in partnership with our wealth management clients so that together we can grow the investments, maximise performance and achieve stated goals. In this way, we succeed together.

Whether it’s individual or commercial tax needs, financial advice or strategies to grow your business, the Quill Group has you covered!

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