ENQUIRE

Wealth Management

We empower our clients in the pursuit of financial wellbeing, and accelerate them towards the life they envision.

Wealth Management

Taurus Wealth Management is a boutique financial services firm. Our experienced financial planners are united by a concern for their clients' financial wellbeing, and a desire to help them create the life they want.

We take the time to uncover and understand what our clients truly want for their future. We then formulate a financial strategy to help our clients achieve those goals.
We engage on a fee-for-advice relationship that is centered on the actions and disciplines that are needed for the client to achieve what they want for their future.

We are a 100% non-institutionally aligned business. We only focus on what the client needs to do to achieve their goals. We have no bias as to the assets they are comfortable with, or any institutional product.

Managing Your Business Through Various Stages.

Managing Your Business Through Various Stages.

  • Starting your business
  • Growing and consolidating your business
  • Approaching retirement and receiving full value for your efforts
Managing You Through Your Various Lifestyle Stages.

Managing You Through Your Various Lifestyle Stages.

  • Age 25-35 “Starting Out” (living well but also keen to start building wealth)
  • Age 35-45 “Accumulate and Protect” (young family takes up your time but considering the future)
  • Age 45-55 “Consolidating” (family emphasis with debt repayments and future wealth focus)
  • Age 55-60/65 “Pre-Retirement” (ensuring cash flow is going to the right places)
  • Age 60/65+ “Retirement” (comfortable, happy lifestyle with enough assets to see you into your later years)
  • Age 60/65+ “Retirement” (comfortable, happy lifestyle with enough assets to see you into your later years)

Your Financial Security Is Closer Than You Think.

Your financial situation and future goals are as unique and individual as you are.
When you decide to take control of your finances and set a path for a safe and secure future, it makes sense to get advice from experts. With our extensive experience helping a range of clients with varying needs, we are confident that we can provide you with the direction and advice you need. You’ll also have the security of knowing that we will listen to and understand your needs, before tailoring our recommendations to fit you perfectly.

Through an extensive discovery process, we will focus on what matters to you from our very first consultation together. We want to know where you are now, your financial goals and aspirations, and where you want to be.

We establish an understanding of what is most important to you, whether it is sending the kids to a private school, planning a secure and manageable retirement, or beginning the process for optimised wealth growth in the future.

The peace of mind you gain from having a financial plan is priceless. Not having to worry about money and security will give you the freedom to focus on what matters most to you. We can aid in setting a plan that can help you achieve the best possible outcome for your goals.

How We Can Assist You

You need financial advice from someone you know you can trust. With over a decade’s experience in the financial planning industry, the results we have achieved for our clients are proof of our expertise. Feel free to ask us if you would like to be connected to a client or two who can tell you about our work for them. Our knowledge is built on practical experience, helping our clients achieve exactly what they want.

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Taurus Wealth Management is not tied to any financial institutions or products so our advice is always focused on what is best for you. Your success is our success. We measure success in terms of the improvement of your financial position, your sense of empowerment to make sound financial decisions and your confidence in your future financial growth and security.

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While it is one thing to say that your goals guide our advice and recommendations, you need to know that this can be achieved in a practical sense. To translate philosophy into actions and outcomes, we use our Client First methodology. This proven approach ensures our financial advice is tailored to your specific needs and that all that we do is focused on achieving your personal goals.

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We have a personal connection to the community and, as such, we are directly affected by its fortunes. We are small business owners and we understand the requirements and challenges that come with that. At Taurus Wealth Management, you can be sure that you’re getting the quality and expertise of a city firm, with the finer understanding of your needs that only a local can provide.

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