Do we have enough to retire on? How long will my money last? These questions and many more are what we help answer for clients who are approaching or are already in retirement. Read more >
In today’s global world where information is able to travel so quickly there tends to be a significant amount of `noise’ in the media about various investment markets. Read more >
Superannuation is a great way to tax effectively save for an income for retirement, however, there are many considerations worth considering. We are well placed to provide advice. Read more >
Just because things are going well now, doesn’t mean they can’t suddenly go horribly wrong! As an example: If you or your partner are no longer around, how will the family cope? Read more >
Palladium Wealth Partners is a wholly adviser owned financial planning practice, who provide quality advice and expertise to assist you with every aspect of your financial situation.
Our entire team actively and objectively works with you to serve in your best interests. We strive to develop close meaningful professional relationships with you.
We seek to help you achieve your financial and lifestyle goals by:
With the average person living longer these days, many are choosing to bestow some of their assets...
Having a clear idea of where you stand financially is the first step to planning the retirement...
Core Data Client Survey 2016 - "Because of the experience over the years that I have had with them, their service is second to none"
Core Data Client Survey 2016 - "Happy for others to gain from our experience"
Core Data Client Survey 2016 - “The client seminars are excellent - my experience is overall excellent."
Core Data Client Survey 2016 - "I have already recommended the firm many times. I have no faults to find with the company.
Core Data Client Survey 2016 - "We would like our family and friends to receive the good advice that we receive"
Core Data Client Survey 2016 - "If I am asked by family or friends to whom I would suggest that given our good experience I would be happy to refer them to Dino."
Core Data Client Survey 2016 - "We have a number of friends and colleagues who have not had good financial help, so we would recommend our adviser based on the advice we have received"
Core Data Client Survey 2016 - "We feel very comfortable with Dino's advice."
Core Data Client Survey 2016 - "A large variety of financial is available and all the staff are extremely helpful."
Core Data Client Survey 2016 - "Easy to discuss issues with adviser, talking in a language that most people would understand"
Core Data Client Survey 2016 - "I would like other members of my family to benefit, long term, from his expertise and advice."
Core Data Client Survey 2016 - "We refer at every opportunity"
Core Data Client Survey 2016 - "My financial advisor has always been concerned with my welfare and I rate his advice highly."
Core Data Client Survey 2016 - "Very satisfied with the service and trust gained"
Core Data Client Survey 2016 - "Already have advised others to contact our advisor"
Core Data Client Survey 2016 - "I am comfortable that they can provide a very good service & advise"
Core Data Client Survey 2016 - "We have had a very positive professional experience."
Core Data Client Survey 2016 - "His persona, communication, knowledge and the way he describes information we found most enlightening."
Core Data Client Survey 2016 - "Our adviser is very approachable and easy to understand"
Core Data Client Survey 2016 - "I like my adviser, he is knowledgeable & easy to deal with"
Core Data Client Survey 2016 - "Satisfaction with my own experience and absolute confidence in the service and trust in the advisor"
Core Data Client Survey 2016 - "Trustworthiness, understanding of client's financial situation, good communication."
Core Data Client Survey 2016 - "I have referred individuals and feedback I have received has only been positive "
Core Data Client Survey 2016 - "Financial knowledge ... Understanding of and attention paid to each individual's personal needs ....just a great team"
Core Data Client Survey 2016 - "We already have recommended Simon to friends."
Core Data Client Survey 2016 - "Simon listens to my concerns and offers sound and constructive advice. That is a quality that I feel my friends would find appealing also."
