Having worked in the financial services industry for nearly 20 years both domestically and internationally and in a career I am passionate about I always knew I would realize my dream of establishing my own financial services business.Having a really clear idea of what it was I wanted to create in November 2010 Aquarius Private Wealth Management or APWM was established. A boutique financial planning and advisory service devoted to excellent service, a modest number of clients, attention to detail offering independent solutions at realistic fees in an environment where you and I work as a team is what it comes down to. Helping you achieve those financial goals in an appropriate structure and risk environment are paramount and are topics I will go into in depth. Private Portfolio Management (PPM) Do you currently own an investment portfolio? Are those investments made within the most advantageous investment structure or entity?Is it managed in line with your financial goals? Does your adviser or firm provide you with exclusive attention when it comes to your portfolio? A premium investment management solution without compromise PPM involves working together to find the right investment strategy for you according to your circumstances & needs. The ultimate goal is ensuring your money is working effectively to fund the future lifestyle you’ve earned. Your portfolio will be; Designed to meet your financial goals for a secure & comfortable future Suited to your risk profile & tolerance to ensure your best laid plans remain on track Enhanced through tax efficient investments & planning to minimise income lost to taxation Monitored with ongoing evaluation & periodic rebalancing to maintain performance aligned with your plan You retain control of the overall direction of your investments while I look after the day to day transactions & administrative duties. The Aquarius Advantage; The rewards & quality service you’d expect from an exclusive club "It often pays to stick with one advisor who can get to know you over time" (ASX Brochure 'Getting Started in Shares') Aquarius is about delivering personal care & attention with financial service & advice that's tailored to you. You aren't just an account number; you're an individual receiving the best efforts of the man running the show. More importantly, I work harder & with more care because I know the person behind the paper. My aim with Aquarius was to devote more time to individual clients & to building relationships because; A stronger relationship means stronger communication Greater involvement lets me recognise opportunities that suit specific investors & act quickly My decisions & advice can be tailored around your preferences, situation & circumstances Operating autonomously means I'm flexible & free to operate without bureaucracy, so I can respond quickly As a boutique investment adviser serving a small & select group of clients I am able to achieve this. For more information or to see how we can help you out contact us today!!