Positive Wealth Management is a financial planning and wealth management business based out of Adelaide, South Australia.
We utilise technology to drive efficiency, which means we can focus our time and energy on building enduring relationships of trust and mutual respect with our clients.
Whether you want to invest into shares, consolidate your super, or take out a new insurance policy, we can guide you along the way, giving you peace of mind that your financial future is in good hands.
Our Advice Team has a vast wealth of knowledge, which is enhanced via our professional relationships with a number of Accountants, Lawyers and other Professionals.
Financial advice is ultimately about people, and creating the lifestyle that you aspire to.
Our staff will listen to your financial needs and goals in your first free appointment, and give you some recommendations about the most effective options to protect and build your wealth.
When you consult a Positive financial adviser, you can be assured that we will follow our 6 step process to create a financial plan that’s personally tailored to your needs.
Our Positive Process will explain each step so you know exactly what you can expect from your financial adviser.
At Positive Wealth we know that life isn’t a ‘set and forget’ process, so we’ll regularly review your financial plan as your wealth grows and you undertake new ventures and life changes to make sure you’re making the most out of your income and investments.