Precision Wealth Advisers
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10 years ago
Precision Wealth Advisors is by far the best decision I have made in my financial life. Flexible and knowledgeable, the professionals at Precision Wealth Advisors are patient and are easy to ask questions of and seek advice from. From the initial consultation to my final financial advice meeting, they answered my endless questions with patient and thorough responses, and were readily available via email or phone anytime I had questions outside of in-person meetings. I highly, highly recommend these financial advisors to anyone, of any age, looking to make informed decisions about their financial future. If I had known there were unbiased professionals of this calibre located in Adelaide, I would have started my financial planning process significantly earlier. Do yourself a favor and contact Precision Wealth Advisors today for any and all financial needs! read more
Business owner information
Jarrad M.
Business Owner
Thank you for your fantastic feedback Jessica. We appreciate you…
9 years ago
Cannot recommend and speak of Precision Welfare highly enough. We were initially hesitant to let someone advise us about finances, but Jarrad and James have been so professional and trustworthy we couldn't have asked for a better company. They respond extremely promptly to emails and are always reachable when required with finance enquiries, which is beyond important when it comes to your finances. Jarrad explained everything to us so clearly and precisely so we understood exactly where our finances were going and how we were going to get to where we want to be. The Statement of Assessment is fantastic and provides us with great guidance and reassurance. We recommend these guys to everyone and are so happy we will be growing our finances with them until we retire :) read more
Business owner information
Jarrad M.
Business Owner
Thank you for sharing your experience Kirra. We are very pleased to…
More info about Precision Wealth Advisers
22 Greenhill Rd
Wayville South Australia 5034
Australia
Goodwood
Directions
(08) 8372 7826
Call Now
Visit Website
https://www.precisionwealth.com.au
From the Business
Specialties
Precision Wealth Advisers specialise in comprehensive financial advice that is tailored to your needs. Our aim is to provide a high level of personal wealth advice which places our clients' interests first. Our services include: - Wealth Creation - Superannuation / SMSF / Wrap - Personal Insurance - Tax Effective Strategies - Debt Management - Business Owner Advice - Redundancy Advice - Retirement Advice - Estate Planning
History
Established in 2015.
We are an Adelaide based financial planning practice that provides a high level of personal wealth advice, tailored to our clients' needs, at all stages of their lives. Our aim is to find the best available strategy for our clients by minimising unnecessary ongoing management costs and providing sound advice, to guide them along the path to reaching their financial goals. Our approach is to hope for the best but plan for the worst, as life can have unforeseen surprises along the way.
Meet the Business Owner: Jarrad M.
Jarrad has been a director of Precision Wealth Advisers since it was established in July 2015. He has a passion for helping people and creating strategies which assist clients in realising their financial goals. Jarrad holds a Bachelor Degree in Urban and Regional Planning, has an Advanced Diploma in Financial Services (Financial Planning).
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Hours
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8 years ago
My wife and I were very happy with the personal service provided by Precision Wealth Advisers. Their financial advice allowed us to retire earlier than we had planned for and reduced our super fees by close to half. We feel very confident in recommending their services to anyone who needs financial planning. read more













