Welcome to Distinct Wealth Management, we are delighted that you are considering working with us. Below you will find information on how we help our clients. It includes details on how we add value to our clients lives, how we start working with new clients for the first time and what our ongoing service to our clients entails. It also includes important details on the team, our fee structure, investment philosophy and how to book an initial introductory call so we can get to know each other. If at any stage you have any queries, please do not hesitate to contact [email protected].
Value.
Client service team
The team below is works with you to solve your
mark slattery
financial planner |
shane mcinerney
lead adviser |
robert cross
para planner |
New Client Process.
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We have a straightforward process when workings with clients for the first time. First we have a short call to get to know you, discuss your key concerns and make sure we are best placed to help. If we believe we can add value to your situation and you are happy to proceed we progress to our first meeting. Please click this button for more details on each step in our process.
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ongoing service.
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