Achieve financial

security and peace of mind

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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
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Retirement wealth management
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Wealth building
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Estate planning
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Wills and trusts
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Meaningful legacies
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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.

Our Investment Philosophy

We focus our clients’ investments using the proven strategy of structured asset allocation
and fund manager diversification, with the latter based on carefully selected assets.
The primary objective is the performance of the entire portfolio, not that of any single
asset. We will not make investments based on trading tips or ‘get-rich-quick’ schemes.

 

Our independence ensures that our clients’ wealth is placed in the products of the
most appropriate companies. Both our clients and service providers recognise this
independence as being an essential component of our holistic value offering. All fees
or commissions earned are fully disclosed and agreed to upfront.

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Wealth Management Services

Our services meet the risk tolerance and the following financial needs of our clients:

  • A tailored financial plan to meet each client’s lifestyle and investment objectives;

  • Flexibility to manage any changes in personal objectives, legislation and investment options;

  • Cost-effective implementation of the investment strategy; and

  • Objective advice that is not influenced by fees and commissions, or any particular corporate affiliations.

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