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Wren Investment Advisers (AFS
Licence 247124) has been operating since May
1999. We specialise in providing investment advice,
portfolio management and superannuation administration
services.
What sets us apart from our competitors? Four things.
First, we're a fee-based business. We charge
an hourly fee, or a portfolio management fee, for
our professional services. That means we're happy
to recommend products such as industry funds, term
deposits and indexed investments even though they
do not pay adviser commissions. Similarly, if you
don't want a full financial plan, just answers to
some specific questions, we can provide you with
limited advice for an agreed fixed fee.
Second, we have our own AFS Licence. Wren Investment
Advisers has its own Australian Financial
Services Licence and is not aligned with any financial
product provider. We can therefore work with you
in an open way to find solutions that meet your
financial objectives, circumstances and needs.
Third, we do our own investment research.
Wren Investment Advisers relies primarily on our
own research, surveys and analysis. This information
is exclusive to our clients. We also publish regular
Client Updates which provide information
and commentary on current investment trends.
And finally, we're professional. Wren Investment
Advisers is also a CPA Australia public practice
and is committed to upholding the highest ethical
and professional standards. We were also the first
investment advisory firm in Australia to sign up
to the Good Business Register - a Federal Government
initiative supported by the St James Ethics Centre
to engage Australian businesses in adopting more
responsible business practices.
If you would like to discuss whether we can help
you, or request our Financial Services Guide, please
contact us.
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