Saward Dawson > Services > Investments and Managed Funds

Investments and Managed Funds

When it comes to building your wealth you are trying to reach a goal.

You need to know what you are aiming for and have a plan to get there.

The starting point of a sound investment strategy is to assess where you are now and where you want to be. You can then develop a strategy to get there. Once this has been done you can then assess the merits of different types of investment and how they can best work for you.

Our approach is to focus on getting the strategy right first. This will include doing a gap analysis so that the gap between where you are now and where you want to be is understood and a plan to bridge that gap can then be developed.

In the light of the recent publicity surrounding the financial planning sector, it is fair to ask who you can trust to give you unbiased advice that is tailored to your needs.  You want a trusted adviser whose only interest is to get the best solution for you.  You want someone who is totally transparent, with no hidden agendas and who fully understands your position and aspirations.

Saward Dawson Wealth Advisers Pty Ltd (as trustee of the Saward Dawson Wealth Advisers Trust – ABN 74 620 432 790), Saward Dawson is an Authorised Representative of Count Financial Ltd ABN 19 001 974 625 AFSL No. 227232 which is 85% owned by CountPlus Limited ABN 111 26 990 832 (CountPlus) of Level 8, 1 Chifley Square, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 8, 1 Chifley Square, Sydney 2000 NSW. CountPlus is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial Ltd. The information on this web page is not advice and is intended to provide general information only. It does not take into account your individual needs, objectives or personal circumstances.

Investments and Managed Funds Specialists