Large Financial Institutions, such as banks, are like Supermarkets that directly or indirectly own majority of the Financial Planning Practices across Australia. These financial supermarkets have their own financial products & services, which are typically sold by thousands of employee advisers or authorised representatives.
This may seem quite normal. But, we believe you deserve more, a lot more than just average off the shelf products & services.
Next G Wealth Pty Ltd (NGW) is a boutique Australian Financial Services Licensee based in West Perth, Western Australia. . Our advisers specialise in providing high quality effective financial planning services in achieving your financial & lifestyle goals.
The services typically provided by Financial Supermarkets are done by sheer volume. They are number driven organisations generally focused on selling and bundling their own financial products. The likelihood of developing a long term relationship with one of their employee advisers or representatives is remote.
In contrast, NGW advisers focus on relationships through customised & quality services and walk with you in your journey to achieve your lifestyle goals and objectives.
We genuinely take great pride in the close relationships we develop with our clients. We ensure the journey we embark on together is specifically designed and planned to meet your goals and objectives. We call it "Your Roadmap to Wealth".
Like any journey, road conditions may and often do change without warning, which means your financial plans need to be flexible, safe and give you the peace of mind to meet these changes with confidence... right from the outset.
Our values are transparency, integrity and "keep it simple". We are a fee for service organisation. Our fee structure is simple to understand, in what you pay for and what you get.