Solution Wealth Advisory
is a CPA Practice
Solution Wealth Advisory
is a CPA Practice
SWA was developed on the principles of understanding and planning for family wealth management and protection over time, by solving problems, identifying opportunities and building wealth.
Our purpose is to provide meaningful advice to place our clients in a better wealth position.
We do this by advising clients on wealth accumulation so they can enjoy their lifestyle now and in retirement covering the main aspects of financial management: acquiring; nurturing; stretching; protecting; harvesting & preserving.
Our team is committed to working with clients to increase their wealth at each stage of their lives, using a “building futures” philosophy to accumulate wealth through the execution of lifestyle and growth strategies.
We aim to enhance our clients’ opportunity to enjoy their wealth and achieve financial independence.
Virtual Financial Planning
Virtual Financial Planning (VFP) is the conduit to client wealth management by helping clients, accountants and the Financial Services Industry action better decision making and outcomes.
Clients are being under serviced for Financial Planning as many finance professionals and accountants are not meeting this need. This could be due to skill, time, resources or licenses.
This is a Client Wealth Management solution.
Making Sense of Financial Services
Client engagement and management.
Strategy, investment, superannuation, retirement, estate planning, insurance, financing.
Education and training for referrers and clients.
Keeping clients and referrers informed.
Back office services including document management.
Why should I use this service?
This is an opportunity to enhance clients wealth through engagement, management, execution and communication.
We will show referrers how to identify Financial Planning opportunities.
Clients deserve a focused wealth management strategy.
Contact us for more information
Customer first approach to the engagement and management of clients.
The purpose of the financial adviser is, first and foremost, to create and implement wealth strategies for their clients. This can be achieved by adopting the SWA “building futures” approach to wealth management.
Harness the collective expertise and experience of the Nextplan network:
Use technology to implement the VFP system, in particular, information management: to collect; collate; analysis; share and communicate. There are many applications to provide our services to clients – Financial Planning support software, CRM and file sharing.
Portal based client engagement and management system Constant communication Customer first approach (“best interest”) Quality financial services offering A culture of quality and fairness.
Benefits to Accountants & Referrers
There are many reasons businesses are teaming up with Solution Wealth.
