Financial Advisory Services

Boutique, self-licenced, fee for service, financial advice solutions.

We partner with Premia Private Wealth to offer clients specialist, fee-for-service, financial advice for tailored areas of business and personal finance. We pride ourselves on providing a premium service with value based fees, that are transparent and fully disclosed. We offer a free, no obligation, introductory phone call as an initial consult to review your requirements against our services.

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The Premia engagement approach

Introductory
phone call

Following your enquiry, or referral from your Gooding Partners client manager, we will arrange an initial telephone call to discuss your requirements, our business, and address any initial queries you have.

Discovery workshop

Upon mutual agreement, we will schedule a Discovery Meeting. In this meeting we will discuss your requirements, desired outcomes and undertake a full review of your financial affairs. This is facilitated by our in-house financial advisors

Service proposal

Upon mutual agreement, following the discovery workshop we will prepare a Proposal for Services for your review and consideration. This will take into account all factors raised in the discovery workshop. Upon completion we will arrange another meeting to review our Proposal.

Outcomes based implementation

Once engaged, we begin implementing a Structured Approach to prioritize and deliver the outcomes required. Your financial affairs are in order, and you are free to focus on the other things important to you in life.

Meet the Premia Team

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ABOUT SONNY
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Schedule a no obligation, introductory phone call with the Premia team today

SCHEDULE YOUR CALL