My family have been clients of Alder & Partners Private Wealth Management since their inception. We have been pleased with our association and are happy to support them. As a busy professional I need someone to rely on to help with financial management and they have been that support for us. I have tried the “do it yourself”, and have colleagues whom are upskilling themselves and are very keen. At the end of the day family time is precious, and I know what I am good at and when to look for assistance.
My experience with Alder & Partners is that they are professional and thorough, strategic but measured, personal and considered. They have been happy to take guidance over our personal objectives and goals and manage around our circumstances – children, new home, new cars, travel etc.
Alder & Partners have pleasant, experienced staff and provide guidance and advice on a broad range of financial planning and investment matters. Our interactions with them have always been enjoyable and easy.
Dr Brad Wood
Having known the Alder family for many years, I was aware that personally and professionally the credentials were impeccable.
Being dissatisfied with my previous adviser, I consulted Alder & Partners with a view to having them look after my self managed super fund. I was impressed from the initial consultation – professional yet personal, conservative and caring.
I appreciate the personal attention and my adviser is never too busy to discuss and explain the strategies. I have recommended Alder & Partners to friends as their research is thorough and I trust them implicitly to look after me and my money. So far my faith has been well rewarded.
It was very important to me to find trustworthy, well informed and professional advisory firm. The level of service from the team at Alder & Partners means I would recommend them to anyone requiring comprehensive financial planning advice, both strategic and investment based, without hesitation.