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Why Choose PT Wealth Solutions?

Non-institutionally owned

Being a non-institutionally owned wealth advisory group definitely has its advantages, PT Wealth Solutions has been designed from the ground up to provide better service and advice to our clients. PT Wealth Solutions is a licensed corporate authorised representative of PATRON Financial Advice, a privately owned boutique Dealer Group.

Fee for Service Offering

Being a predominately non-commission based business provides us with the opportunity of being able to truly service our clients. Rather than being influenced by the amount of commission we receive on a product we recommend, being paid a fixed fee ensures that we source appropriate investments for you based on exactly what you need. Where possible, we do not keep any commissions on your investments; instead we rebate any commission we receive back to our clients. We feel that this is the only way an adviser can be 'transparent' and the only way forward for the financial planning industry.

Strategy First

A key advantage of being fee for service is that we get paid for our advice regardless of whether we recommend you a product. This means that we have the freedom to provide our clients with the right strategy to help them achieve their goals irrespective of whether they pay commissions to financial advisers. As a result, many of our clients have received comprehensive advice focused on areas which are rarely covered by our competitors such as debt reduction and industry super funds.

Up to date research

To help our clients the best way we can, not only do we perform our own research, but we also use the services of Lonsec, one of Australia's most reputable research companies to ensure our high and exacting standards of our financial advisers and clients are met. Our financial planners are also dedicated to finding new and exciting strategies for our clients.

Proven track record

It has always been our belief that happy clients are our best source of advertising. This is why we have never seen the need for a large marketing budget. We generate most of our clients by word of mouth; however we also sponsor a number of social and sporting organisations (that way we are able to give something back to the community).

Professional service

We deal with a very wide demographic, but one thing always remains the same - almost all of our clients either don't have the time, the inclination, or the expertise to put it all together. We have an experienced team to ensure that the impact on your day to day life is minimal. Our staff chases up the banks, forms, brokers and all the information that you need. All this is included in the price that we charge you which is detailed to you in writing at the very start.

How often have you thought "I really should do that, but I don't have the time"? Follow in the footsteps of many before you and get the team from PT Wealth Solutions to help.