Presidium Wealth Group is a progressive financial planning business, we differentiate ourselves by being disciplined, engaged, transparent and we like to think, enjoyable too. We are a privately owned firm therefore core decisions regarding our processes and practices are made at the grassroots.
We ensure all aspects of your affairs are dealt with in a diligent and consistent manner and are regularly reviewed. We derive great satisfaction out of forming prosperous long term relationships with our clients.
Above all we take time to really listen to our clients.
We design and tailor personalised financial plans.
We adopt a Holistic approach to planning for clients.
We use the best available strategies.
We take a long term view.
We project manage the plan with our clients.
Great service, great advice, great implementation, great partnership.
Meet the team at Presidium Wealth
What we can do for you
Our very own financial encyclopaedia
How you become a client of Presidium Wealth