Peritia Wealth (AFSL) is an exclusive boutique offering for financial advice professionals adhering to the highest quality standards in the industry.
With over 20 years’ experience within the Financial Planning industry and a long history of client facing involvement provides us with the understanding of what a practice needs in resources to assist towards developing tailored financial solutions for clients.
Our Approved Product List has undergone due diligence by research professionals
Peritia Wealth advisers can recommend products from the APL knowing that they stand up well in comparison to other products in the market, having successfully passed through a stringent upfront review process and ongoing monitoring.
We are a team of business professionals with industry experience, knowledge and expertise who care about the financial advice profession.
Peritia Wealth is run by current financial advisers who are aware of the issues that advisers face in the current operating environment.
With more scrutiny, numerous legal and compliance requirements to be abreast of plus the need to continually stay up to date on education, we provide the necessary resources towards reducing these burdens.
We have partnered with leading businesses, who have years of experience in providing the services required for Financial Advisers to reduce administration time and meet compliance requirements. Thus allowing advisors more time with their clients. These include:
The benefits are many and multi-dimensional, often extending well beyond the simply financial.
It's why choosing the right financial adviser is important
Financial advice should never be a 'one size fits all' solution. That’s why Peritia Wealth advisers tailor strategies for your unique life goals. They cover: