Definitive Wealth Management
At Brainiact, we know finance can seem like a whole other language you have to spend hours trying to decode. This is why we recommend the investment services of Definitive Wealth Management. They are a team of experts based in the Sydney suburb of Padstow, providing full circle financial planning and advice.
Founding Director, Glenn Meilak possesses over two decades of experience in financial services and has helped hundreds of individuals, families and businesses gain financial control ,choice, and certainty. The company Meilak has built helps people of all walks of life build and protect their assets.
The scope of their clients include:
· SMSF trustees
Wide Variety of Services
Definitive Wealth Management provide effective services in:
· business protection
· debt reduction
· wealth protection.
Here to Help
No matter your circumstances, you can rely on Definitive Wealth Management for personalised financial advice that will help you navigate life’s challenges and opportunities.
They Speak Your Language
Definitive Wealth Management do not haul a dictionary of finance jargon in the face of their clients. They are committed to building strong relationships with other professionals, where appropriate, so they can give clients advice that in take in their full situation; This involves them communicating with your accountant, legal advisor, mortgage broker, general insurance provider, finance provider, and your bank. Definitive Wealth Management take everything into account to give you the best possible advice.
Licensed through the Lions gate Financial Group (AFSL 342766), the financial planning and advice they give encompasses a range of areas, which include:
· wealth accumulation
· wealth management
· wealth protection.
Dealing with highly personal client information comes with the territory of providing financial advice. We understand this can be daunting. However, we can vouch that Definitive Wealth Management ensures client information is collected, stored, and used according to statutory obligations. Definitive Wealth Management only collects information relevant to required services. Information clients provide are treated in the strictest confidence and are only used for the purpose they were collected. Clients can also change or withdraw their consent at any time. Your privacy is maintained whether you have engaged with Definitive Wealth Management, or whether you provide information at the initial consultation. Any information provided in a professional environment is highly secure. Definitive Wealth Management also deliver their advice in writing, giving clients full agency over the information given to them.
Definitive Wealth Management is one of the excellent partner companies handpicked by Brainiact. We are aware of their exceptional expertise and know they are committed to protecting the privacy and confidentiality of their clients. Through our partnership with Definitive Wealth Management, Brainiact members can enjoy exclusive corporate rates, ensuring they have access to high quality financial advice.
Take advantage of our partnership with Definitive Wealth Management and get in contact with us today!