What You Receive - FreshWater Wealth

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.

Peace of Mind

Have peace of mind with complexity removed.

Gain Confidence

Gain confidence with personalised strategies.

Enjoy Life

Create wealth to enjoy.

For A Great Retirement Lifestyle

Merran, 46 - 55 years, Spencer, NSW

Dean is a really honest and knowledgeable person who always explains all of my options thoroughly and clearly. He is always very approachable, interested in understanding and meeting my needs. I’m very…

grateful and privileged to have Dean as my adviser.

Margaret, Alexandria, NSW, 55+

I have found Roger to be an outstanding financial adviser for my needs. He is extremely knowledgeable, efficient and possesses a calm and approachable personality. Always contactable, open , patient…

and proactive in providing excellent advice when required. He follows up with regular reviews and any query (small or other) is always welcomed by him. Roger has no agenda other than to ensure his clients are comfortable with the strategy and if not he has no issue in working to ensure my risk appetite aligns. He is trustworthy and oozes integrity which is rare in the industry and I would so highly recommend him to anyone.

Joe, 56 - 65 years, Castle Hill, NSW

We have been a client of Deans for some years now. During this time, Dean has always provided honest and reliable advice in relation to our superannuation and future investments. Dean is both knowledgeable…

and understanding with his advise and always tailors his advice to the client. He is always available to clarify any queries we have in relation to his advise. We highly recommend Dean as an adviser.

Phil, 56 - 65 years, Narraweena, NSW

Roger has been advising me on my superannuation and retirement income strategies for over 7 years. He takes the time to get to know his clients and their specific needs and provides excellent service and advice

Lisa, 56 - 65 years, Rose Bay, NSW

My husband and I have been clients of Deans for over 20 years and trust his expert opinion explicitly. He is always upfront and honest with us and puts himself in our position to best advise the most suitable..

investments and financial choices. I can’t recommend Dean highly enough, not only is his knowledge extensive and up to date, he’s also a really nice person!

Vanessa, 56 - 65 years, Balgowlah Heights, NSW

Roger has helped us enormously. He restructured our insurances and helped navigate our investments for retirement. I am not financially savvy and he explains things in a way that I understand…

he has incredible communication skills – especially for me as a visual thinker. He is also very proactive and responsive. Highly recommend

Patricia, 65+ years, Hornsby, NSW

Dean has been my financial adviser for 18 years or more. I cannot speak more highly about his courtesy, integrity, his kindness and honesty and clear communication to me. He assisted me when I left work in…

applying for the age pension and now looks after my pension from my superannuation fund. I can call him at any time, and he immediately returns my calls with the explanation of whatever I am enquiring about. I am very happy with the way he has distributed my superannuation into the current portfolio I have. I would wholeheartedly recommend him to any person who was looking for advice on how to manage their financial portfolio.

Vivienne, 65+ years, Leura, NSW

Roger has been my trusted financial adviser since 2018. Roger is very approachable, patient, and really explains in plain English issues I need fuller understanding of. When it comes…

to my interests, whether that be in the area of taxation, or retirement concerns, Roger gives me piece of mind. I would highly recommend him to anyone seeking a financial adviser.

Mark, 56 - 65 years, Balmain, NSW

My wife and I have been clients of Dean’s for many years now. During this time we have found Dean to be very knowledgeable, professional and a good communicator. He provides clear sound advice in all matters…

relating to our financial security all with first class service. Highly recommended.

Jo, 46 - 55 years, Freshwater, NSW

Roger has been our adviser for approximately 5 years and he has been invaluable in providing advice around our investments to ensure we have retained the right mix of cash flow and capital growth…

He has also guided us through upgrading our home and restructuring our debt and investments, as well as providing clear and easy to understand information about our super and how we will need to plan for retirement. I would thoroughly recommend Roger to anyone seeking financial advice.

Kathleen, 56 - 65 years, Bundanoon, NSW

I would highly recommend Dean Fuchs. I have found him to be very personable and knowledgeable. His experience is broad and extensive having worked in the industry for many years. His ability to communicate…

complex information in a way that makes it easier to understand is a strength. He acts with honesty and integrity at all times. And I always feel with Dean that he truly has my best interests at the forefront of his mind.

Paul, 56 - 65 years, Balgowlah Heights, NSW

Roger has helped us with our financial planning for many years. He always communicates the issues very clearly; he is very patient and goes out of his way to ensure that everything is well understood.

Graydon, 65+ years, Narrabeen, NSW

My involvement with Roger in the Finance Industry goes back over 20 years where I have always found him to operate with integrity and a willingness to fully understand…

a client’s requirements and strategy. He listens and does not force an unwanted strategy or unsuitable investment but is willing to offer alternative opportunities to support a client’s goals.”

Terry, 56 - 65 years, Balmain, NSW

Roger was recommended to us by a friend with 15+ years experience of dealing with him. We have used him to help simplify our retirement needs for the past few years…

In this time, we have found him to be personable, honest and knowledgeable – all the requirements needed in a financial adviser. We can highly recommend.

Carmen, Beverly Hills, NSW, 45+

Roger is professional, patient and genuinely listens and cares for my financial planning needs. He is approachable and delivers clear and easy to understand strategies and recommendations…

I am very grateful of Roger’s expertise and advice, and have full confidence that my investments are in very capable hands.

Bruce, Crows Nest NSW, 65+

Roger has been my adviser for over 5 years. His style is to understand my situation and my aims/desires; then he creates strategies accordingly. Along the way he clearly explains complex issues in a simple way…

In addition he frequently makes very worthwhile suggestions. He responds very quickly and has a wealth of knowledge making him ideal to contact for any financial issues. It’s a pleasure to recommend him.

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