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Wren Investment Advisers (AFS Licence
247124) has been operating since May 1999. We specialise
in providing investment advice, financial planning 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
a monthly newsletter Market Notes which provides up-to-date
information and research on investment market trends.
And finally, we're professional. Wren Investment Advisers
is a CPA Australia practice and is committed to upholding the
highest ethical and professional standards.
If you would like to discuss whether we can help you, or request
our Financial Services Guide, please contact
us.
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