Why use Azimuth Financial Advisers Pty Ltd?

  1. We understand that the reason our clients invest is so that they can have a better lifestyle now and in the future. This means we not only need to understand investing, but our clients' goals as well. We want to know what is on our clients' "100 Things to Do List" so we can work with them to fund those goals.

  2. We do as we say. Our staff have their own "100 things" lists and their own financial plans which are reviewed annually.

  3. We provide personally tailored and customised financial solutions by comparing multiple strategies, recommending the one most likely to achieve the client's objectives.

  4. We are technological experts, using the latest Financial Planning Software and computer systems in our business to maximise the effectiveness of our advice to clients. Our Software Partner, Coin Financial Software, utilises our expertise in their software to advise companies such as Macquarie Bank and other boutique planning companies on how to maximise the effectiveness of the system in their own operation.

  5. Too often we hear people say "I don't have enough money to have a financial adviser". We understand that everyone needs a Financial Adviser and many people want one. We believe that using the services of an adviser should not be the exclusive domain of the "already rich". Our tailored, fee for advice model means that we are able to provide high quality advice to a wider range of clients than our competitors.

  6. We are specialists in providing wealth accumulation and protection advice to Generation X and Y.

  7. We are specialists in providing Transition to Retirement Strategies for those clients nearing retirement.

  8. We are specialists in providing advice to serving members of the Australian Defence Force.

  9. We are specialists at providing business risk and keyman life insurance solutions to Corporations and Small to Medium enterprise. Our Senior Risk Adviser has more than 15 years experience providing Life Insurance solutions to companies like Woodside, BHP and Rio Tinto.

  10. Our Senior Financial Adviser has sixteen years strategic and tactical planning experience, with the last eight years focused on providing advice to High Net Worth clients in building and protecting their wealth.

  11. Our new clients are referred to us by our existing clients and from our strategic partners. We do not advertise. The clients that have been referred to us have been done so because we have a track record in helping similar people develop sound financial strategies to achieve their long-term goals.

  12. Our staff are highly educated and experienced. We value their continuing education and training so much that we pay for it.

  13. We know that our staff work hard for our clients. To thank them for that we provide them with almost six weeks leave each year so that they can relax and recuperate and be totally focused on our clients needs when they are at work.

  14. We understand that protection of our client is paramount. We take compliance so seriously that we have had a "Best-Practice" Compliance rating as assessed by our licensee's annual audits since 2005.

  15. We are licensed, trained, audited and supported by Aon Financial Planning & Protection Ltd, itself part of the worldwide Aon Group. Aon is a world leader in risk management, insurance brokerage, reinsurance and human capital consulting services. The size and resources of Aon globally provides Aon Financial Planning & Protection the support of a strong organisation built on integrity, experience and good management. That support is passed on to us at Azimuth Financial Advisers for the benefit of our clients.