Giles Wade is a boutique strategic and investment advisory firm established in 2011. Its founder and CEO Liza Janakievski has been working in the industry since 2002.
We deliver quality advice and premium financial strategies to help individuals, family groups and not-for-profits create, grow and protect their wealth. We tailor our solutions to our clients’ specific circumstances. Our approach ensures transparency and alignment of interests, fundamental to building a successful, long-term relationship. Our clients always come first.
Led by a highly regarded board, our knowledgeable investment committee and experienced advisory team work together to provide tailored services to protect and enhance your wealth.
Our service does not begin and end with a financial plan; once implemented, your plan is continually monitored in line with the investment environment and changes to your financial circumstances.
We charge fees based on the level of service and advice we deliver, and these fees are quoted and agreed upfront. There are no hidden costs, charges or surprises. As our offering is not based on commissions or product-based incentives, you know you are getting what we believe is the right advice for you.
From 1 July 2022, Giles Wade & McGregor West have agreed to an alliance to enhance the services we provide to clients of both businesses. We have been associated with McGregor West for more than 15 years, drawing on the firm’s expertise to provide our clients with up-to-date strategic accounting and compliance advice.
Company Details
- Employees
- 1
- Founded
- -
- Address
- Level 9, 410 Collins Street, Melbourne,victoria 3000,australia
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- gileswade.com
- HQ
- Melbourne, Victoria
Giles Wade Questions
Giles Wade's website is gileswade.com
Giles Wade's LinkedIn profile is https://au.linkedin.com/company/giles-wade
Giles Wade has
1 employees.
View email and phone details for 1
employees at Giles Wade.
Giles Wade's industry is
Financial Services
Giles Wade's top competitors are
Ilnb,
Prime Capital,
Verse Wealth,
Accru Melbourne,
Harbourlight Private Wealth Management,
Asena Family Office,
Bongiorno Group,
Logiq Finance,
Sterling & Freeman Capital Management Pty Ltd,
Morgans Financial Limited.
Giles Wade's categories are Financial Services
Giles Wade's founding year is 2011
