Why Renaissance Wealth Advisors?
At 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. Through our own Australian Financial Service License (AFSL 308297), Renaissance can deliver a unique service offering advice that is fee for service.
How Can Renaissance Work With You?
At Renaissance, we can work with you to develop and implement a statement of advice (SOA), assisting you to maintain, protect and grow your wealth.
Our 4 steps financial advice processes are outlined below;
- Initial Meeting and Analysis
- Strategy Recommendations
- Investment Recommendations – Including the basis of our advice and why it is appropriate, information about the remuneration, commissions, other benefits and associations that may influence our advice.
- Regular reviews
How Can Renaissance Help You?
- Strategy for Growing Your Wealth
- Tax Effective Investments
- Superannuation and Retirement Planning
- Maximise Superannuation Contributions
- Portfolio Management
- Protecting Wealth
- Maximising Centrelink Benefits
