Your PDD Adviser

Reaching your financial goals and objectives is about making smart decisions with the money you earn and the assets you have accrued. No matter your stage of life, there are always opportunities to improve your financial situation for the better.

As an FPA Professional Practice, our Advisers subscribe to the highest ethical and professional standards when identifying your goals, undertaking analysis of your financial situation and preparing, implementing and reviewing our recommendations. 

Furthermore, PDD Wealth Management endorses a fee-for-service model where our clients are quoted for work up-front so there are no nasty surprises or hidden commissions.

What we do at PDD Wealth Management

Our Advisers take a big picture view of a client’s current situation and future objectives, whether they are individuals, families, executives or retirees. Our key initiative is to ‘produce and protect wealth’. Quality financial planning is more than picking products and choosing investments. It’s about the provision and management of customised and highly personalised advice.

When interacting with new clients, our process is designed to be clear and concise, providing the client with the knowledge and information to decide whether they want to take that next step.

Meet Greet

This entails a complimentary initial consultation to learn about you and your objectives. For our Advisers, it’s about introducing relevant strategies and concepts and providing clear explanation about the financial planning process.

Strategy Development

Once you have engaged our advice service, the development of strategic concepts begins, to ensure your financial aims are met.

Presenting Recommendations

As per legislation, our Advisers are bound to provide all recommendations in writing, referred to as a Statement of Advice. The content is designed to address strategic and product recommendations to compliment your reasons for seeking advice in the first place. We use projections, whiteboard illustrations and other visual means to ensure you understand the relevance of the advice.

Concept Implementation

Once your queries have been satisfactorily answered and you are comfortable to proceed, our administration team will efficiently process all transactional paperwork and ensure you are kept abreast of the implementation process.

Reviewing your plan

The advice doesn’t have to stop there. PDD Wealth Management offers a pro-active ongoing advice service which effectively provides future support and monitoring of your financial situation within the scope of advice originally agreed upon.

If you would like to discuss this range of services with our Principal, please contact PDD Advisory Group on 02 6584 2177.

 

Joshua Hamblin
PDD Wealth Management Pty Ltd
Authorised Representatives of GWM Adviser Services
Australian Financial Services Licensee
Registered Office at 105 – 153 Miller Street North Sydney NSW 2060
Financial Services Guide v14