Financial Planning



Investment Philosophy

At Belfast Wealth Management we seek to assist you to take back control of your funds and invest them in a way that values risk management above all else. This is done in part through buying direct investments wherever possible and utilising Dynamic Asset Allocation. 

Financial Planning

Our primary goal is to provide clients with an innovative approach to investing, growing and protecting their wealth- whatever that may mean to them. We achieve this through a strategic partnership with major investment managers, portfolio consultants and insurance companies. We work for you, the client, and not any large banks or institutions. As a fee for service business, we can present you with options that are tailored for you, and 100% in your best interests.

We offer strategic Financial Planning advice, which can include some or all of the following:

  • Structural investment and Super advice
  • Self- Managed Superannuation Advice
  • Cash flow and debt advice
  • Investment Portfolio Construction
  • Retirement Planning
  • Life and Trauma Insurance
  • Income Protection Insurance