Our Clients - Ivy Wealth

Our CLIENTS

Just like the people from Southern Tasmania our clients come from a wide range of backgrounds. We look after tradies, professionals, workers for the major industrials, farm workers, government employees, office workers to name a few. 

Our clients are in all life phases, whether they be starting out in their first job, working families and individuals or retirees and pre-retirees.  

We pride ourselves on being approachable and enabling high quality advice and investment solutions to be accessible to our clients. 

A number of our clients have maintained a connection with the firm and its predecessors for decades.  We welcome new clients whether they be friends and family of existing clients or new clients looking for quality advice.

We pride ourselves on our modern and comfortable office space as a place to meet with and have in depth conversations. We also understand that it can be difficult for some clients to meet with us in our office.  Over the past few years, we have embraced the technology to be able to look after clients remotely.  This has served us very well with the restrictions we all experienced in 2020.  

There has been a number of changes in the financial planning industry over the past few years you may not be able to access advice where you once did, and many people have lost the relationship with their financial planner. We can help you with a review of your current arrangements to see if they remain appropriate for your situation, goals, and objectives.

We welcome advice enquiries from local Hobartians, Tasmanians or interstaters that value having an advice relationship with an approachable and experienced team.  

Growing together, now and into the future

We value the relationships we have with our clients.

We strive to really ‘know’ our clients and understand their financial goals.  As their needs evolve, so does our relationship.

For example today you may want to know:

  • when can I retire;
  • the best way to build my nest egg;
  • what ethical investment options are available;
  • my current super balance and where it is invested; or
  • the financial impacts of a family member having to move to supported accommodation. 

We can help answer the questions you might have today but will also be there to help answer the questions that you have in the future with the benefit of knowing you. We can help make it easy for you to manage ‘a set a forget’ if that is what you want. Alternatively we can tailor a solution that can allow you to check daily where your super is invested.

The value we provide is in combining our knowledge and our access to leading financial solutions. 

Link to Video

Building financial resilience

Resilience is the capacity to recover quickly from difficulties and, show toughness. 

Financial resilience is the ability to financially navigate the choppy waters that we all encounter. 

COVID-19 reminded us of the importance of resilience and the financial impact an unexpected event can have on our daily lives. Challenges including loss or change of jobs, sickness, accidents, loss of a family member or financial market volatility can happen at any time, potentially derailing or delaying achievement of your financial goals. Therefore, a primary focus for our clients is to identify the best options for building their financial resilience.

For example most people would like to build a cash reserve or a  ‘rainy day’ fund, but the majority of Australians only have enough cash saved to last a month without income. We want our clients to be the exception rather than the rule.

Link to Video

Financial planning for every stage of life

Often people will see a financial planner when they are close to retirement. While this is very beneficial they may have missed opportunities along the way that could have helped them to achieve their financial goals sooner. 

We can help, demystify and provide advice to clients throughout their financial journey. From clients starting their careers, to those focusing on paying off their home loan and raising families and those planning for retirement and the years that lie ahead. Different life stages, but equally important.

The journey can be winding, full of highs and of course some inevitable lows.  Our advice is tailored to you, whatever stage of life you are at, we are here to help you navigate these challenges, plan ahead and take advantage of today’s opportunities.

Link to Video

Client Testimonials

Get in Touch

SIGN UP FOR OUR NEWSLETTER

© Ivy Wealth - All Rights Reserved
COVID-19 Update
The information contained herein is of a general nature only and does not constitute personal advice. You should not act on any recommendation without considering your personal needs, circumstances and objectives. We recommend you obtain professional financial advice specific to your circumstances.

DWM (TAS) Pty Ltd trading as Ivy Wealth ABN 30 153 421 179. Corporate Authorised Representative of Sentry Advice Pty Ltd AFSL 227748.
Website by Gloo Advertising
cross