Our Approach

At Saricam Wealth Management we believe in a client-first approach. We take the time to understand your goals and objectives, financial situation and lifestyle aspirations.

Our process is comprehensive and designed to evolve with you as you transition through each life stage. From accumulating your wealth, to planning your retirement strategy to ensuring your finances last, we provide ongoing support and expert advice every step of the way.

We will not only provide you with a plan to reach your goals; we will support and guide you through every phase of your financial journey.

We offer a complimentary, obligation free initial appointment. We can meet at our Kew East or Wheelers Hill offices or online, whichever suits you. Contact us here and we will be in touch to arrange a time to discuss your personal situation and needs.

 

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