We are an Adelaide based financial planning practice that provides professional wealth advice, tailored to your needs, at all stages of life. Our financial advisors provide strategic advice to guide you through life's important financial decisions, enabling you to reach your personal financial goals.
Our financial advice services will evaluate your current circumstances and what you hope to achieve in the future. By comparing all the available options and removing any conflicts of interest, we will provide you with the best financial advice possible. Many planning practices operate under the major banks, meaning they are likely to offer a limited 'in-house' product that may not be in your best interests.
Our financial advice services will evaluate your current circumstances and what you hope to achieve in the future. By comparing all the available options and removing any conflicts of interest, we will provide you with the best financial advice possible. Many planning practices operate under the major banks, meaning they are likely to offer a limited 'in-house' product that may not be in your best interests.
Services
We are an Adelaide based financial planning practice that provides a high level of personal wealth advice, tailored to our clients needs, at all stages of their lives. Our aim is to find the best available strategy for our clients by minimising unnecessary ongoing management costs and providing sound advice, assisting them in reaching their financial goals.
It's important that your financial adviser takes the time to properly consider your personal financial needs, goals and preferences before making any recommendations to you. Precision Wealth Advisers use the following 5-steps to assist our clients during the financial advice process.
During the initial meeting your adviser will identify what you hope to achieve from the advice process and assist you in identifying your short, medium and long term financial goals.We may use this opportunity to collect information on your current income, assets, liabilities, insurance coverage and investment or tax strategies.
During the initial meeting your adviser will identify what you hope to achieve from the advice process and assist you in identifying your short, medium and long term financial goals.We may use this opportunity to collect information on your current income, assets, liabilities, insurance coverage and investment or tax strategies.
We provide expert advice and help you choose the most appropriate superannuation option for your individual needs. We believe that retirement should be a time to sit back and enjoy the life you have worked so hard for; not to worry whether your money will last as long as it needs to.
Whether you are starting out in your career, transitioning to retirement or already retired, we will help you develop a strategy that suits your circumstances and maximises the benefits available to you.Our recommendations are based on our extensive knowledge of superannuation regulations and a firm foundation of quality research.
Whether you are starting out in your career, transitioning to retirement or already retired, we will help you develop a strategy that suits your circumstances and maximises the benefits available to you.Our recommendations are based on our extensive knowledge of superannuation regulations and a firm foundation of quality research.
A comprehensive financial strategy must include preparing for things you hope will never happen. You need to know that your family, your assets and your income stream are protected if the unexpected happens. Insurance is key to this protection. When developing your financial plan, we will consider your circumstances and recommend insurance products that best suit your needs.
Reviews (7)
Ken Willner
Jan 03, 2021
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Michelle Yap
Sep 13, 2019
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Jarrad offered valuable and knowledgeable advice to help me put insurance in place and roll my super funds together. I can honestly say that the time and effort on Jarrad’s behalf was above and beyond given one of the Super funds being difficult to deal with and at no point did he give up the fight. Jarrad Murdoch is the guy you need in your corner to navigate complex super funds and insurance policies.
Nick Kefalianos
Dec 20, 2018
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I found Jarrad and the team to be very knowledgeable and helpful in my requirements for financial advising services. He is realistic with his approach and provides scenarios to help explain different situations and options, while ensuring that I clearly understood them. I’m glad I was referred to Precision Wealth Advisers and will continue to recommend their company and services to family and friends. Thanks for all your assistance!
Waleed Elsayed
Oct 10, 2018
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Have been extremely impressed with the attention to detail & personal service that has been provided by precision wealth advisers.In fact I have also reccomended this service to family and friends who have since signed up Precision Wealth. They have proven to be very trustworthy gentleman who I will continue to use for years to come.
Harry Brown
Jun 06, 2018
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My wife and I were very happy with the personal service provided by Precision Wealth Advisers. Their financial advice allowed us to retire earlier than we had planned for and reduced our super fees by close to half. We feel very confident in recommending their services to anyone who needs financial planning.
Jessica Vachal
Oct 07, 2017
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Adam Blowers
Aug 16, 2017
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Both my wife and I contacted Precision Wealth Advisers to look at a future financial planning strategy. The team were extremely accommodating, visiting us at home after hours to suit our working arrangements. After an initial consultation, we were presented with not only a fantastic option for personal insurance, and in the case of my self-employed… wife, a superannuation plan, but also several beneficial suggestions. These included a range of share options, mortgage repayment options and personal budgeting suggestions. Extremely happy with the service, and have now agreed to use the team
