Astute Wealth Planning is a South Australian boutique Financial Planning practice and holder of their own Australian Financial Services Licence. It is 100% privately owned which enables its advisers to recommend strategies best suited to meeting their clients financial needs and objectives.
Asute Wealth Planning’s core focus centres on effective relationships and ensuring their clients success in reaching ‘financial freedom’ through appropriate advice and strategies. It is these underlying principles that attracted BMA Financial Services to join forces.
Claudio Di Giovanni, who is a Senior Financial Adviser, will be the representative looking to assist with your financial matters.
Claudio’s commitment is to understand a client’s financial affairs and provide valuable advice on strategies that will assist a client in accumulating wealth, protecting wealth and planning for and during retirement.
You are welcome to contact Claudio on (08) 8333 3398 to make an appointment.
GENERAL ADVICE DISCLAIMER:
“This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, we recommend you consider, with or without the assistance of a financial adviser, whether the information is appropriate in light of your particular needs and circumstances.”