WHY ARCADIAN?
Our Approach
Successful wealth management requires a “consultative” approach. We don’t tell our clients what to do. We tell them what they need to know and provide them with optimal solutions.
Our Model
We adopt a “FIXED” fee-for-service model, this is a fee determined by the work involved and our intellectual capital, rather than as a percentage of your assets. We will either rebate or offset commissions on investments depending on the product.
We have a small, but independently wealthy client base. It is our intention to stay this way. Our clients will experience individual attention, which large firms with performance targets simply cannot compete with. We want our clients to feel as though they are part of an exclusive club.
Our Services
We adopt a full wealth management service. What this means is that we can either directly or indirectly (through referrals to specialists) handle all your financial needs. For services we don’t offer we can refer you to the most suitably qualified professional. If you need specialist legal or tax advice then we can refer you to the best people.
Our Investment Philosophy
Unlike many financial planners, who offer only managed funds for investment purposes, we are able to provide our clients with access to tailored portfolios including direct shares, listed property, hybrid securities, managed funds, hedge funds and private equity. In addition, due to our relationship with many of the lead brokers we are able to provide our clients with access to floats. This approach means that we can keep costs down, and achieve a customised investment outcome.
Our Communication
Our approach is ‘consultative’, not ‘set and forget’, this means we maintain a high level of contact with our clients. We run seminars and investment briefings throughout the year to keep our clients up to date with the latest issues impacting them.
Our Team
Whilst we are a “boutique” practice, we have access to the resources of firms of far greater size. This is due to our existing relationships with specialty services providers. We draw on the services of qualified estate planning and taxation specialists to ensure you receive premium services. In addition we are authorised through SECURITOR Financial Group, one of Australia’s leading dealer groups. This means that we can draw on their technical expertise to deliver the best possible financial result to our clients.
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