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Personalised advice.
Reliable outcomes.
Rewarding relationships.

FINANCIAL PLANNING, RETIREMENT & INVESTMENT ADVICE

About Us

Founded in 2011, Fiducia Private Wealth Management is a privately owned financial planning firm based in Cairns, North Queensland. We have no affiliations to banks, fund managers, or financial institutions.

Our team of experienced financial planning professionals is dedicated to understanding what matters most to you, both now and in the future. We collaborate closely with you to clarify your financial goals, enabling us to provide personalized advice that effectively meets your objectives.

Our clients can trust that the guidance they receive is specifically tailored to their unique circumstances, ensuring a reliable path to achieving their aspirations. At Fiducia, our name embodies the core values of trust, honesty, and confidence that we believe are essential to a successful financial advisory relationship.

About Us

We are a team of financial planning experts that work with you to understand what is important to you, now and into the future. We work closely with you to understand your financial goals so as to provide effective financial advice that will achieve your desired outcomes.

Our Services

Financial Planning & Retirement Advice

Financial Planning & Retirement Advice

Financial planning for retirement is about you.
it’s not about your money.

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Investment Advice

Investment Advice

We invest in diverse portfolios of quality assets
that represent good value over time.

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About Our Process

Let’s take the time to assess your priorities and align actions with what matters most to you. Answers to these questions will inform the decisions we make about your financial future.

Don’t ask: ‘where am I going?’
First ask: ‘what’s important?’

What’s important to you about your family?
What’s important to you about your health?
What do you value most about your lifestyle?
What are your career goals?
How do you feel about your investments?
How important is financial protection for your family?
How does your ideal retirement look?
What are your estate planning goals?
What’s important to you about your community?

Let’s take the time to assess your priorities and align actions with what matters most to you. Answers to these questions will inform the decisions we make about your financial future.

The position to build upon.

What are your Assets?
What are your Liabilities?
What is your annual Income?
What is your annual Expenditure?
What Insurance Protection do you have?
Do you use any Business Structures?
Do you have a Will and an Estate Plan?
Do you have an Enduring Power of Attorney?

Let’s take the time to assess your priorities and align actions with what matters most to you. Answers to these questions will inform the decisions we make about your financial future.

Identifying the hurdles.

Are you paying too much tax?
Do you have a poor investment process?
How well do you make investment decisions?
Are you paying excessive fees?
Are you using an inappropriate ownership structure?
Do you have a poorly aligned asset allocation?
Do you have inadequate family protection?
Is your Estate Planning incomplete?
Are you missing strategic opportunities?

Let’s take the time to assess your priorities and align actions with what matters most to you. Answers to these questions will inform the decisions we make about your financial future.

Highlighting all the options.

Detailed projections of future cashflow
Reduce tax liabilities
Appropriate portfolio constructions
Better investment returns
Retirement income improvements
Adopting optimal strategies
Improved ownership of assets
Protecting those you love
Comprehensive Estate Planning

Let’s take the time to assess your priorities and align actions with what matters most to you. Answers to these questions will inform the decisions we make about your financial future

This is your future.

Clear projected financial improvement
Increased future assets
Lower tax liabilities
Lower investment fees
Increased retirement income
Correct assets ownership
Adequate family insurance protection
Sound estate planning outcomes

Let’s take the time to assess your priorities and align actions with what matters most to you. Answers to these questions will inform the decisions we make about your financial future.

Continually on the look out.

Will you reach your goals?
Are your tax liabilities well managed?
Are your investment fees controlled?
Is your family protected against risks?
Are your investment returns sound
Will your estate wishes be met?
Will your investments cope with market volatility?
Do the right people own the right assets?
Will you live your ideal lifestyle?

Let’s take the time to assess your priorities and align actions with what matters most to you. Answers to these questions will inform the decisions we make about your financial future.

Don’t ask: ‘where am I going?’
First ask: ‘what’s important?’

What’s important to you about your family?
What’s important to you about your health?
What do you value most about your lifestyle?
What are your career goals?
How do you feel about your investments?
How important is financial protection for your family?
How does your ideal retirement look?
What are your estate planning goals?
What’s important to you about your community?

Let’s take the time to assess your priorities and align actions with what matters most to you. Answers to these questions will inform the decisions we make about your financial future.

The position to build upon.

What are your Assets?
What are your Liabilities?
What is your annual Income?
What is your annual Expenditure?
What Insurance Protection do you have?
Do you use any Business Structures?
Do you have a Will and an Estate Plan?
Do you have an Enduring Power of Attorney?

Let’s take the time to assess your priorities and align actions with what matters most to you. Answers to these questions will inform the decisions we make about your financial future.

Identifying the hurdles.

Are you paying too much tax?
Do you have a poor investment process?
How well do you make investment decisions?
Are you paying excessive fees?
Are you using an inappropriate ownership structure?
Do you have a poorly aligned asset allocation?
Do you have inadequate family protection?
Is your Estate Planning incomplete?
Are you missing strategic opportunities?

Let’s take the time to assess your priorities and align actions with what matters most to you. Answers to these questions will inform the decisions we make about your financial future.

Highlighting all the options.

Detailed projections of future cashflow
Reduce tax liabilities
Appropriate portfolio constructions
Better investment returns
Retirement income improvements
Adopting optimal strategies
Improved ownership of assets
Protecting those you love
Comprehensive Estate Planning

Let’s take the time to assess your priorities and align actions with what matters most to you. Answers to these questions will inform the decisions we make about your financial future

This is your future.

Clear projected financial improvement
Increased future assets
Lower tax liabilities
Lower investment fees
Increased retirement income
Correct assets ownership
Adequate family insurance protection
Sound estate planning outcomes

Let’s take the time to assess your priorities and align actions with what matters most to you. Answers to these questions will inform the decisions we make about your financial future.

Continually on the look out.

Will you reach your goals?
Are your tax liabilities well managed?
Are your investment fees controlled?
Is your family protected against risks?
Are your investment returns sound
Will your estate wishes be met?
Will your investments cope with market volatility?
Do the right people own the right assets?
Will you live your ideal lifestyle?

Insights

fiducia

4 months ago

The Continuity Binder

Have you planned for the inevitable? Usually this question means estate planning, wills, funeral costs and wishes etc. But there can be one important thing that’s overlooked. A catalogue of information.

fiducia

6 months ago

Scams Like These

We hear a lot about scams on the news, but most of us are fortunate not to experience one first hand.

Our Difference

Expertise

Our expertise is earned through our experience and commitment to ongoing education. Our specialisation is helping you achieve your desired outcomes reliably. As a result, your financial plan will consider both immediate needs and future goals, ensuring that one does not undermine the other.

Client Centered

We focus on what is important to you. After a thorough assessment of your past and current financial standing, we work with you to establish a vision of what you want to achieve and set out steps to get your there. This comprehensive approach ensures that all facets of your financial well-being are taken into account.

Risk Tolerance

Different individuals have different risk tolerances and aligning investment strategies with these preferences helps create a portfolio that you are comfortable with.

Adapt and Evolve

Legislation, financial markets and personal circumstances change, so regular monitoring of your financial plan is necessary. This includes adjusting your financial strategies as needed, to ensure they stays aligned with your goals and ensuring you understand the rationale behind the chosen strategies.

Get In Touch

We'd Love To Hear From You

+61 7 4042 4000

reception@fiducia.net.au

Level 1, 21 Spence Street, Cairns QLD 4870

Gunnamatta (Qld) Pty Ltd ABN 36 616 873 410 trading as Fiducia Private Wealth Management is an Authorised Representative No. 413330 and
Credit Representative No. 413734 of FYG Planners Pty Ltd ABN 55 094 972 540, Level 1, 41 Mount Street, Burnie TAS 7320 AFSL/ACL No. 224543

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