Finally… refreshing, upfront financial advice!

Addept Wealth’s creation was fuelled by a passion for helping our clients across their financial lives.

Coming from an accounting background at Addept Accountants + Advisors, principal Sarah Robinson had been in a position, with surprising regularity, that she was unable to answer her clients’ questions. This wasn’t from a lack of knowledge however, but a legislation based limitation placed on all accountants. Without being qualified and licence as a financial planner, Sarah had to say, unhappily, that she was not allowed to give advice around investments.

“For me, the ‘why’ was really driven by the clients. I wanted to be able to continue the conversation across all aspects of their financial lives to get them where they want to be.”

- Sarah Robinson, Principal - Addept Wealth

So, being fed up with this regular occurrence, she became a licenced financial advisor. Now, at Addept Wealth, we work closely with Addept Accountants + Advisors to give our joint clients complete, ‘in-house’ advice across every aspect of their financial lives.

The driver for this?

Simply put, we want what’s best for our clients and believe we can deliver that by looking at the whole picture. Now, we can. By understanding and having access to all aspects of your financial lives, it benefits you both in the short and long run. Firstly, (and perhaps most importantly) it saves you time. We take out a lot of the back and forth and give you results, not questions asking for documents or current investments. Secondly, we get the full picture. This allows us to give educated advice, understanding of your complete situation and goals to give you the results you want.

Now that Addept Wealth is live, we are excited to work with our current and future clients in this area of their financial lives.

If you’ve been thinking of getting financial advice or have questions about your current investments, get in touch with us today!