Wealth Architects is gaining momentum in the financial planning sector, after completing its third merger in as many months and growing its footprint in Sydney, Melbourne and Brisbane.
Wealth Architects, formerly Ausure Financial Group, is a network of privately-owned boutique financial advisory practices coming together to leverage brand, administration and compliance support.
Supported by the Envest Group, Wealth Architects recently added Macaplan Financial Services (Sydney) Beta Capital (Melbourne) and Investorwise (Brisbane) to its growing list of advisory practices.
The network now includes an impressive group of experienced financial practitioners including founders and directors Kim Siauw and Callum Mitchener.
Mitchener holds Directorships/Board positions with national dealer groups Futuro and Insight Investment Services and said the Wealth Architect model empowered both professional advisers and their clients.
“What we are doing is quite unique. We are building a trusted national brand by seeking out highly qualified financial planners who are committed to a long career in our ever-changing industry.
“All the principals have equity and skin in the game which makes them accountable for the advice and the service they provide to clients. Our model is designed to give people that work under the brand ownership and connection to the future of the brand.”
“It will be a brand people can trust, because the people underneath have both strong connections to the community and the quality of service they provide.”
Wealth Architects has three branches in Brisbane, one in Sydney and one in Melbourne, and is actively scouting for more practices to join and create a national footprint.
“This national offering, with a select group of advisers was years in the making. We launched the brand 2 years ago and expect to have another 3 or 4 branches onboard by 2022,” Mitchener said.
“All of our principals are successful advisers who have an established reputation and client base. They have completed or commenced new education requirements and are committed to the industry for the next 10-20 years.”
Wealth Architects will provide advisers and clients with a tech-based approach to their offering, with a dedicated mobile phone app and wealth portal. This enables clients to interact with their advisers at the click of their mobile phone; “Financial planning made easy, for the new world.”
For more information visit https://wealtharchitects.com.au