It all comes down to love. We love our work. We love the positive difference we can make to people’s lives through smart financial planning.
At Byfields Wealth Management you’ll find us equipped with all the tools at our disposal to help you achieve your goals. Our Advisers have the highest Financial Adviser qualifications. We’re organised, have great systems and methodologies, but beyond all this we genuinely love what we do.
The accomplishments we’re most proud of are the relationships that we’ve forged with an amazing myriad of people who have sought to create exceptional lives through measured and strategic wealth planning, wealth accumulation and wealth protection.
Our mission is to help people to lead fulfilling lives through smart financial decision-making. Our mandate is to be:
Accessible
Good relationships thrive on availability and approachability. Our boutique firm builds close rapport with clients, ensuring we are approachable and responsive.
Authentic
We treat each client individually. We’ll listen carefully to your aspirations and provide advice that is specifically tailored to your situation and your goals.
Accountable
We stand by our decisions, because they are never made flippantly. Prior to any financial advice, we research thoroughly and consider our clients positions carefully.
Advanced
We stay ahead through advanced thinking, qualifications, and research. Strong alliances make us resourceful, responsive, and able to access specialist services for our clients' needs.
Our team are here to assist you in achieving your financial aspirations
Angeline
ASSOCIATE
Thomas
ASSOCIATE
Sophia
Paraplanner
Karen
Paraplanner
Pia
PARAPLANNER
Sam
Client Service Officer
Amelia
Client Service Officer
Faby
Client Service Officer
Chloe
Practice Manager