Current as of 16 December 2020
Comprehensive and forward-thinking.
We plan wisely, so you can live fully.
Stanley & Williamson are extremely proud to be able to offer our clients an even greater leap towards prosperity in 2021 with the launch of S&W Wealth.
Working hand-in-hand with your team of accountants, the Wealth Managers at S&W Wealth will provide a comprehensive range of financial services to help you create wealth, protect the wealth that you create and to develop a plan to transfer that wealth to your family at the right time. Our collaborative approach will enable us to develop strategies to fully maximise your financial potential in your business life, your personal life and your family life.
Our new venture is a collaboration with Dean Holmes of The Wealth Network. Dean is an owner of multiple, successful financial advice businesses. For well over a decade he has been a hands-on mentor to number of young, award winning financial planners and he has been a key player in developing the next generation of financial services businesses in Australia.
Dean’s broad business experience, combined with his intricate knowledge of wealth management, give him the unique ability to work with business owners to develop highly personalised and accurately targeted wealth strategies that ensure your business and your personal wealth grow in tandem. “There are many benefits in undertaking an integrated approach to wealth management. Depending on your circumstances we can create your infrastructure to enhance cashflow and protect assets, to invest and distribute wealth wisely. These steps along your wealth pathway can make a significant difference to your financial wellbeing. We can map that out for you and work with you to stay agile – to adjust to any challenges or windfalls that come your way.”
In working directly with clients Dean is passionate about developing a financial strategy that fits with their goals, objectives and passions in life. “Investment portfolios and returns are the last thing that I talk to a client about. Business and investments need to have a context which are your personal goals.”
S&W Wealth will also offer specialised services to self-funded retirees who are looking at creating steady streams of income from their investments and facing the challenges of intergenerational wealth transfer.
Dean is a Director of several companies, has held several positions on family boards of high net wealth family clients and has directed teams of accountants and lawyers in managing family affairs. He has an Honours in Economics and a Diploma in Financial Planning.
If you’d like to start 2021 with a crystal clear financial focus, Dean provides a free 2 hour consultation for new clients. You can book in pre-launch here