Atlas Private Wealth Management
Strives for successful, long-term professional relationships built upon mutual trust, effective communication, and a shared commitment to the financial planning process.
Every Connectus adviser has its own name and roots in its own community. And each is connected through its commitment to providing highly personalized advice that is tailored to your needs. We are also connected through the shared resources, expertise and best practices of the whole. In this way every client enjoys the benefits of a personalized, boutique standard of service enhanced by the resources and operating efficiencies of a larger organization. We’re at our best when we’re connected.
Aspiri serves high net worth individuals in Queensland and throughout Australia by providing personalized advice, discretionary investment management, superannuation services, estate planning and insurance advice.
Trusted adviser to small businesses and their owners, delivering a broad range of wealth management services including financial planning, investment management and lending solutions, as well as accounting and tax compliance services, business structuring and advice.
Link Financial Services is a holistic financial planning practice which offers tailored services to individual investors, HNW families, family offices, businesses, accountants and self-funded retirees.
A fee based, financial planning firm with clients throughout the UK, the Watterson Financial Planning engagement and review service follows a linear approach with all clients.