Achieve financial
security and peace of mind
with the lowest possible risk
Bespoke Financial Services offers a tailored plan to meet each client’s lifestyle and financial objectives. We believe that the key to getting the most out of personal wealth comes from balancing the influence of money with personal values and goals. We partner with our clients to work towards purpose-filled careers, sound security, creative gifting, fulfilled retirements and meaningful legacies.
We specialise in:
Retirement planning
Retirement wealth management
Wealth building
Estate planning
Wills and trusts
Meaningful legacies
Our business practice is premised on the belief that excellent, professional financial
planning can only be achieved through a transparent, fee-paying relationship with our
clients. This frees us from any bias associated with a commission-based service.
We have access to expert, professional fund research and adhere to the Financial
Planning Institute’s Code of Ethics, and we play a prominent role in turning the financial
advice industry into the financial planning profession.
Wealth Management Services
Our services meet the risk tolerance and the following financial needs of our clients:
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A tailored financial plan to meet each client’s lifestyle and investment objectives;
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Flexibility to manage any changes in personal objectives, legislation and investment options;
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Cost-effective implementation of the investment strategy; and
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Objective advice that is not influenced by fees and commissions, or any particular corporate affiliations.
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