We're all about sound investment advice, of course! But you’ll walk away with a plan that also covers how to manage risk, how to structure your investments, how to keep tax to a minimum and how to create a legacy.
Our approach is to look at everything from investments to risk. All with your bigger picture in mind.
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Our way of investing that’s based on Nobel Prize winning research, academic evidence and common sense.
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It’s a second opinion from first-class, award-winning, experts. It won’t cost you a bean. And there’s no obligation.
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We achieve great things for our clients and that’s what matters most to us. But we’re proud to say our effort and different approach has won us external recognition too.
CHECK IT OUTThese spotlight pieces will form part of our growing Female Leaders community, created to educate and inspire women and flip the old-school, male-dominated financial planning...
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We recently sat down (in their wonderful new home) to chat with long-standing Wealth clients, David and Caroline.
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"CPW has managed our wealth for ten years and during that time we have been very satisfied with every aspect of our dealings and look...
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"We’re very involved in our finances and like to understand the detail, Cooper Parry Wealth work with us to ensure we’re on track each year....
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“Penny and I found Cooper Parry Wealth were a much better fit for us. They were so transparent, their people were personable, the whole approach...
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"We have a great relationship with Cooper Parry Wealth, the team is always welcoming and so is the office! I would recommend them to any...
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“... that’s what Cooper Parry Wealth do so well. It saves me time and gives me the peace of mind that if anything were to...
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“I’ve watched Cooper Parry Wealth transform their business and proposition. They’ve gone from being our noisy neighbours to a fast-growing, different, exciting business.”
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Keeping you posted with the latest and greatest
It’s important to maintain your long term view. Here are some tips to help keep things in perspective.
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It isn’t always about the facts, sometimes it’s about feelings - so this week we’re looking at the emotional benefits of working with a trusted...
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