Renaissance Wealth Advisors, we pride ourselves on our ability to deliver superior on-going advice and diversified investment solutions to you at every stage of your financial journey.

 

                                  Renaissance Wealth   –  Simplicity, Persistence and Perseverance                                 

Our Philosophy

“It is not the strongest of the species that survives, nor the most intelligent, but the one most responsive to change”
                            –    Charles Darwin

Renaissance is focused on providing strategies to our clients that are most adaptive to the ever-changing business and technological environments in which they operate in. We seek to provide quality and value-added services for a reasonable fee.

Like many industry leaders, Renaissance is constantly on the look out to utilise our competitive advantage in providing services that earns a sustainable income and capital growth for clients over the longer term.

 

Our Services

At Renaissance, we can work with you to develop and implement a comprehensive financial strategy, assisting you to maintain, protect and grow your wealth.

Click Our Services to find out more.

Testimonials

Since the establishment of the firm in early 2003, we have assisted many Australian families and businesses with managing their investments, superannuation and insurance for financial advice as well as business restructure, loans and cash flow management.

Learn More

Our Story

Here at Renaissance Wealth Advisors Pty Limited AFSL 308297 (“Renaissance”), we are building a legacy of trust which started in:

2003 – Hau Nguyen and Ivan Lim left Ord Minnett and formed a financial firm. The firm traded and was licensed under Garrisons Financial Planning,  a subsidiary of Challenger Financial Services Group.

In 2005, Garrisons Financial Planning was taken over by Genesys Wealth, a subsidiary of AXA Financial Planning (now AMP Financial Planning). Trading and licensing under AXA  Financial Planning lead to a new partnership with Greg Shapkaitz. Greg was a partner for two years before joining AMP as the National Sales Manager for AMP Superannuation Products and Services division.

In 2007, the firm withdrew from AXA Financial Planning and obtained their Australian Financial Services Licence (ASFL No.308297). Renaissance Wealth Advisors Pty Limited was established.

Having navigating their clients successfully through the 2008 GFC, Renaissance purchased their current office on Pitt Street, Sydney in 2009.

In 2012, Renaissance started their SMSF administration in a partnership with Reset Group Chartered Accountants and offered this to our clients.

In 2014, Renaissance took full operational control of SMSF administration which rebranded to CubeSuper

2018 – To be continue

Our passion is to assist clients in achieving their financial goals and objectives through tailored financial advice and offerings. We work alongside leading financial institutions with the aim of providing our clients access to diverse investments and asset classes strategies.