We are an Adelaide based financial planning practice that provides professional advice services which are tailored to your individual needs. Our financial advisors provide strategic advice to guide you through life’s important financial decisions, enabling you to reach your personal financial goals.
Our purpose is to demonstrate that retirement is a journey, not an event. Our financial planning services are designed to be flexible and provide you with peace of mind knowing your goals are on track.
Our Approach
The principles we use to assist you with creating and preserving wealth for the long-term are:
High levels of diversification
Low investment management costs
Income generation
Investment grade assets for long-term investment
Understanding of the market cycle
Consideration of potential tax consequences
Financial Advisers
Jarrad Murdoch is a director of Precision Wealth Advisers Pty Ltd and Authorised Representative of Humble Goode Financial Pty Ltd. He started his experience in the financial services industry with the Department of Human Services, where he was part of the Business Integrity Division. Jarrad is a superannuation and investment specialist who enjoys helping clients realise their financial goals. He holds a Bachelor Degree in Urban and Regional Planning, an Advanced Diploma of Financial Services (Financial Planning), certification for Self-Managed Super Funds, and has been a Director of Precision Wealth Advisers since July 2015.
Jarrad is registered as a Tax (Financial) Adviser with the Tax Practitioners Board and is also a Certified Financial Strategist (CFS).
“Wealth is the ability to fully experience life.”
Certified Financial Strategist (CFS)
Like any profession there are always different levels of adviser competency and environments in which they work. The Certified Financial Strategist designation was specifically designed to select the ideal set of guidelines, standards and environment to receive professional advice. Advisers with this certification must meet all critical requirements to ensure they provide advice which is in their client's best interest.