Positive Wealth Management advisers have extensive experience in the financial planning industry.
We use our knowledge and expertise to help you develop a tailored financial plan, to assist you in meeting your short, medium and long term financial goals.
As a minimum, our advisers have a tertiary level education, meaning we are qualified to give professional, non-conflicted and easy to understand advice.
Our financial advice team will listen to your goals and current needs, and give thoughtful advice to help you move towards your goals.
Our advisers adhere to strict ethical guidelines, including ASIC’s ‘best interest duties’. This means we are committed to ensuring ‘your needs’ are at the forefront of what we do.
Our Resources explain exactly what you can expect from your financial adviser.
We have access to a wide variety of financial products, and can explain them to you in easy to understand language, so you can make an educated decision about your finances.
Our recommendations are based on a foundation of quality filtered research, with no incentives or payments from product manufacturers.
So you know exactly what to expect when you meet with your financial adviser, our 6-step Advice Process guides you through what to expect at each stage of your financial advice.