What youRecieve

A trusted relationship with people who are always there for you.

Great Service

Simplified solutions, attentive understanding, and swift responses define our commitment to excellent service.

Smooth Process

Our process includes introductory meeting, preparation and explanation of your advice, implementation and ongoing support.

Peace Of Mind

We refund the advice preparation and implementation cost, if within 30 days you do not proceed with the initial advice & do not see value.

“We believe great relationships creates trust, connection and results in a successful, enjoyable life”.

– Roger Perrett, Partner

A Trusted Relationship

Obtain Strategy Advice

Our advice will help you plan for life events and for you to achieve your goals. We take into consideration your current situation & goals, economic condition and government rules & benefits.

Conducting Annual Advice reviews, we ensure that your strategies are revisited at least every 12 months. This approach allows us to adapt to changes in your situation, market dynamics, and evolving government regulations, optimising your financial plan accordingly.

You can contact us at any time to ask questions, to obtain advice or, gain reassurance.

Obtain Investment Advice

We can review your investments whether held personally, within superannuation (Self-managed superannuation – SMSF) or, in other entities such as trusts and companies. This to determine if your portfolio continues to meet your risk profile, and are performing well.

Introductory meeting

We like our first meeting with you to be done in person at our office, or via Zoom or Teams. In some circumstances we can meet at your home or workplace. We like to understand what you would like from the meeting, so you walk away feeling you obtained tremendous value. Our initial meeting comes at no cost to you, serving as an introduction to our services.

Simplifying The Complex

Fast & Responsive

Listen & Understand

Implementation Of Advice

Meeting Agenda

About now – Telling us about your current situation including your family and financial position and what is on your mind.

About the future – Describing what you would like life to be like in 5-10 years.

Create an action list – Or a plan, with your opportunities as well as problems to solve. This list will act like a bridge from now and into the future.

Next steps – including help with this action list to ultimately have a great retirement.

Your Guarantee – We refund the advice preparation and implementation cost, if within 30 days you do not proceed with the initial advice & do not see value.

Our Guarentee

Attractive pricing & guarantee

Our initial meeting comes at no cost to you, serving as an introduction to our services. Subsequent costs for preparing and implementing advice are determined by the complexity of the recommendations, and we will provide a detailed breakdown after the introductory meeting.

For ongoing regular advice, costs are influenced by both the complexity of the advice and the value of the investments under our management. Our guarantee ensures your satisfaction — if, within 30 days, you decide not to proceed with the initial advice and do not see value, we will refund the costs associated with advice preparation and implementation.

Let's Get Started

Claim the opportunity to meet our expert Financial Advisors, at no cost to you. Gain clarity on goals, get an action plan, and see how we can support your financial dreams.
Ready to get started? Fill out this form to contact our friendly team.

0412 004 665

roger@freshwaterwealth.com.au 

8/309 George Street
Sydney NSW 2000