At Staffords Wealth Management, we believe advice starts with you. By understanding where you stand, what you want to achieve and what your intentions, values and objectives are, we’re able to build the foundation for a meaningful and rewarding financial journey.
We take a holistic approach to investment and develop a tailored strategy for each client. After meeting with you to learn about your investment goals, we look at a range of factors to help you achieve those goals and live a more fulfilling life. Our advice is practical, easy to understand, and simple to implement and manage.
Every year we undertake a full review to give you a better understanding of how your wealth can energise your life and provide a clear picture of where you are and where you’re going.
At Staffords, we take a bespoke approach to your wealth. We recognise that every family has different circumstances, and our key focus is building a plan that suits your individual needs. Whether you are early in your investment journey or further down the track, we deliver advice specific to your circumstances.
We take a less complex investment approach, and our advice and planning ensures our clients’ wealth is protected. Our advice follows evidence-backed methods and best practices that are statistically and scientifically proven to stand the test of time.
Once your financial plan is in place, you can relax, knowing the wealth you’ve worked hard to build is in safe, experienced hands. We keep you involved in your portfolio, are always available for any questions, and regularly review your risk and rebalance your portfolio when needed.
Staffords specialises in helping you to build a tailored plan to manage your financial affairs. Our plans commonly include Wealth Management and Protection, Estate Planning, and Succession Planning.
Give yourself peace of mind with a personalised retirement plan. Staffords specialises in solutions that protect your assets, allowing you to enjoy your retirement and provide for future generations.
Wealth creation and wealth protection are very different concepts, requiring a different set of skills. If you have recently sold a farm or business, it can be daunting to know what to do next! We can help you protect your capital for retirement or succession.