We specialise in providing investment advice, portfolio management, superannuation and insurance 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. And if you don’t want a full financial plan, just answers to some specific questions, we can provide you with limited a
dvice for an agreed fixed fee. Second, we have our own Australian Financial Services Licence and are 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 produce our own investment research. Wren Advisers has significant data resources that allow us to generate our own research, surveys and analysis. This information is exclusive to our clients. We also publish regular Client Updates which provide information and commentary on current market trends. And finally, we’re professional. Wren Advisers is a CPA Australia public practice and registered tax (financial) adviser. We are committed to upholding the highest ethical and professional standards. We were also the first investment advisory firm in Australia to sign up to the Good Business Register – a Federal Government initiative supported by the St James Ethics Centre to engage Australian businesses in adopting more responsible business practices. If you would like to discuss whether we can help you, or request our Financial Services Guide, please contact us.
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