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Abbotts

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Wealth Management

Abbotts Wealth Management is owned by staff and management and as such, we are not beholden to any parent company or financial institution. Our advisors are very well qualified and have decades of experience in advising and guiding clients. During this time, we’ve helped many people significantly improve their financial independence and security.

We are in business to serve our clients first and foremost and any strategy or product recommended is chosen as it is in our client’s best interest, not because it pays any commission or incentives. Our team provides you with the expertise in the areas of wealth management that it is not practical or economical for you to personally develop yourself.

Our role is to be a specialist advisor to help you take advantage of the opportunities that you create during your financial life cycle and avoid the pitfalls that accompany those opportunities and life in general.

As your expert partner, we guide you to achieve

This is a complex and difficult job and requires specialist expertise and the formation of a long, close and trusting relationship.

We are very transparent and open and we work collectively with our clients to develop strategies and recommendations to help them achieve their lifestyle and financial objectives at a reasonable and fair cost.

We provide a vast array of services that help you generate, protect and preserve your wealth which broadly fall into the following categories:

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    Wealth Creation Strategies

    A diversified range of listed investments to increase your wealth creation potential

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    Retirement Strategies

    Personalised advice and strategies for a smooth transition into retirement

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    Debt Management

    Offering alternatives and advice on ways to manage your budget and utilise the equity in your home to create wealth

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    Insurance Policy Analysis

    Researching approved insurance policies for specific suitability and cost effectiveness to match your personal situation

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    Tax Minimisation Strategies

    Provide you with options and alternatives to minimise your various tax liabilities, look for any available ‘tax advantages and ensure that your super and investments are structured correctly

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    Superannuation Advisory Service

    Pre and post retirement strategies to ensure your financial security in retirement

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    Self-Managed Superannuation

    Providing advice on the implementation and ongoing maintenance of Self-Managed Superannuation Investment strategies

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    Risk Management Analysis

    An analysis of your current situation to provide lump sum funds in the event of your accident, illness or untimely death…!

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    Budget Planning

    Assist you to analyse your current spending patterns to determine any opportunities available with your ‘surplus or shortfall’

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    Comprehensive Estate Planning

    a plan to ensure that you have ‘the right money, in the right hands, at the right time’

Establish Your Wealth

Execute Your Strategy

Maintain Your Strategy

Strategies and Structures

Meet the team of Abbotts Wealth Management

Andre

Andre Parker

Wealth Management Consultant

Andre uses his specialist knowledge to provide clear, easy to understand advice designed to help his clients enjoy their retirement with financial independence. His clients can expect to have a trusted professional working relationship which he believes is necessary to create, grow and protect their wealth.

Learn more about Andre
Fiona

Fiona Chua

Financial Planning Support Manager

Fiona joined Abbotts Wealth Management in May 2019 as a Financial Planning Support Manager. She holds tertiary qualifications in Finance and a Diploma of Financial Planning.

Her focus is on the implementation of our advisers’ recommendations, overseeing compliance, building systems and processes for the wealth team. Fiona’s cheerful demeanour and professionalism ensures your experience meets our high standard of service expectation.

Learn more about Fiona
Briony

Briony Knott

Wealth Management Consultant

Briony joined Abbotts Wealth Management in August 2016 after completing her Masters in Financial Planning. She has been in the financial services industry since 2005 and has previously worked in Zimbabwe in money market dealing, portfolio management and stockbroking. Since relocating to Australia with her husband in 2013, she has mainly worked in financial planning. She strives to help clients to meet their financial objectives by providing professional advice.

Learn more about Briony
Michelle

Michelle Baker

Wealth Management Administration Support

Michelle joined the practice in October 2017. Her hard-working nature and professionalism in assisting with the smooth running of the financial team and liaising with financial entities makes her a valuable part of our practice’s efficiency. Michelle’s responsibilities include administration for the financial team.

Learn more about Michelle

Click here to view our Financial Services Guide

Contact Abbotts today to learn more about our wealth management services

Please fill in the form below and one of our staff will be in touch.

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Connect with Abbotts Group

+61 8 9321 2642

+61 8 9322 1385

recep@abbotts.net.au

PO Box 414, West Perth WA 6872

813 Wellington Street, West Perth WA 6005

Abbotts Chartered Accountants

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Australian Financial Services Licence: 303138
Australian Credit Licence: 467436

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