At Bower Wealth, the team recognises that financial journeys are deeply personal. They understand that personalised financial guidance is essential to achieving long-term success. Bower Wealth’s dedicated professionals take the time to listen, ensuring they provide tailored wealth management advice that aligns with each client’s unique goals. Whether it’s protecting assets, securing a family’s future, or enjoying retirement on one’s own terms, Bower Wealth’s investment and financial planning experts are committed to delivering results through a personalised approach.
Geoff Charles, the CEO of Bower Wealth, shares a profound belief: “When it comes to something as important as wealth, financial protection, and legacy, building a genuine connection is essential. At Bower Wealth, the team takes the time to truly understand each client, working beyond business transactions to form strong, lasting relationships. Our goal is to be a trusted partner, dedicated to securing clients’ financial futures with care and commitment.”
Before undertaking any work on your behalf, we will always inform you in writing of the cost. You will then be free to decide whether you wish to instruct us. Our fee structure will be dependent on the complexity of your situation and the work you wish us to undertake. Initial meetings are offered at our expense and without obligation. Please ask for a copy of our Client Agreement which contains details of our typical fees.
Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a guide to the future. The value of current tax benefits is subject to change.