Holistic wealth advice practice celebrates 10-year anniversary

From

Liza Janakievski

Giles Wales, a boutique strategic, investment and tax advisory firm, has celebrated its 10-year anniversary. This marks a decade of providing advice to a range of private and multi-family office clients, not for profits and super funds, to create and preserve wealth.

From the outset, Giles Wade sought to provide a holistic service offering and for this reason has its own AFS Licence and Tax Agent Licence, which enables the team to provide advice across a range of specialist areas to deliver end to end services for clients. Giles Wade’s principal objective is to protect and enhance their clients’ wealth, underpinned by tax efficient cashflow, cost minimisation and strong governance.

Majority owned by management and staff, Giles Wade has a transparent fee structure and has deliberately avoided the potential conflicts of interest that can arise from being remunerated by percentage based on funds under management, commissions or product-based incentives.

Giles Wade partners with their clients to establish a program to provide an individually tailored, integrated service offering that suits their needs and objectives. The program combines strategic advice with deep intellectual capital, broad asset management expertise, wealth structuring and ties it together with tax and compliance.

The team also provides pro-bono services to a number of not-for-profit organisations, including a range of indigenous trusts and boards around Australia.

At the helm is co-founder and CEO Liza Janakievski, who works closely with investment committee chair, Evergreen’s Angela Ashton, to help clients create, grow and protect their wealth.

Commenting on a successful decade in business, Janakievski said, “We have always endeavoured to work with clients where we share common values; this helps us foster long term relationships built on trust and respect.”

“Our clients appreciate that our focus is on providing holistic strategic advice, not just product recommendations.”

Giles Wade’s board comprises retired VicSuper CIO Oscar Fabian and Giles Wade co-founder, retired NAB Senior Economist Jeff Oughton. The Investment Committee is chaired by Evergreen’s Angela Ashton and plays an integral role, notably in the development and oversight of policy and procedures for investments, as well as increasing the investment choice available to clients and enhancing portfolio construction.

“I’m delighted to work with such high calibre individuals who support the team deliver high quality services with the utmost integrity and professionalism,” said Janakievski.

“We have some exciting plans to roll out over the coming year and look forward to seeing what we, and our clients, can achieve over the next decade.”

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