Who We Are
SWISS Financial Consultants is a group dedicated to helping you build your wealth while maximising both your financial security and income levels.
To this end we focus primarily on Managed Discretionary Account (MDA) service which we are licensed to provide. It is an efficient way to personalise advice to you on the highest level in order to meet your specific investment needs.
Within this framework we also offer the following services
- Portfolio management
- Share advice, research and execution
- Financial guidance and planning strategies
- Referrals to services outside our areas of expertise
- Home loan services
- Retirement planning
- Estate planning, wills and powers of attorney
- Insurance services
Superannuation is also an important area — especially to investors who are retired or about to be. We can provide investment strategies and our specially selected partners can provide the necessary administrative and custodial management services.
Our principal, Gary Wong, has had his securities dealer licence since 1992 and our company, SWISS Financial Consultants Pty Ltd, has operated since.
Your wealth creation and protection are our prime concerns.
We work with a network of like-minded professionals with specifically chosen expertise in such areas as share broking, superannuation, insurance and more. You will find their expertise, as guided by Gary Wong, invaluable.
At SWISS, we are professional financial consultants — not financial planners, stock brokers or fund managers. We will work closely with you to give you value for money in your wealth building while freeing you from the burden and constantly changing complexities of doing it all yourself.
The strengths of our team come from a strong foundation built on education qualifications, industry track records and life experience.
Contact us now on (03) 9614 8818 for an obligation-free discussion to discover what SWISS Financial Consultants can do for you.