Experience the Diamond difference
At Diamond Partners, we deliver distinguished service, astute advice and steadfast dedication. Our commitment to excellence means crafting bespoke financial strategies that encompass every aspect of your wealth journey—from spending and saving to investing and safeguarding. With a multifaceted approach, we guide you through both simple steps and intricate structures, ensuring your goals are not just met, but exceeded.
As your lifelong partners, we provide unwavering support and tailored advice, navigating the complexities of your financial landscape with precision. Count on us for clarity, confidence, and unmatched results. Join us, and elevate your financial journey to new heights.
Financial Advice
A thoroughly constructed plan that considers a range of options and financial strategies, tailored to meet your personalised goals and financial desires in life.
Our financial advice is designed to direct you with confidence while financially enhancing your current position using certainty of facts and realistic projections.
Holistic Wealth Management
In our experience, understanding the broader picture of your financial makeup is crucial to the quality of advice. We work with your other engaged professionals to understand the ‘big picture’ of your financial makeup, business, entities, and family tree.
Our holistic approach allows us to construct complex yet practical solutions to maximise your overall long-term position.
Strategic Investment Advice
We believe in an active, well-researched, and objective approach to investment management. Together with our engaged investment partner, we manage our clients’ portfolios via structured Defensive and Growth diversified portfolios. Our investment philosophy is then personally tailored to our clients’ short, medium and long-term needs and goals and, of course, benchmarked against key financial indices to ensure our clients remain in an advantageous position by investing with us.
Retirement Planning
Often the pivotal driver for our services is the construction of an effective retirement plan. Using a combination of our services, we ensure you have adequate funds in place to meet your ultimate goals and lifestyle in retirement.
Whether travel, more time on the golf course, volunteering for a cause, family, or other passion projects are most important to you, a secure retirement plan in place will allow you to live this stage of your life confidently and focused on the things you most enjoy.
Succession and Tax
Optimisation and planning for the succession of business and personal assets is something we manage and consider over time and align with your wishes.
Often working with other professionals, we implement various financial strategies to reduce tax implications to your legacy (where possible) while ensuring administration burdens via organisation and clarity are reduced for your loved ones.
Continued Care
This is where the true value of working with an adviser is found! We believe in nurturing long-term relationships built on trust and understanding.
Our ongoing tailored review meetings and service ensures that our clients remain on course to maximise their financial position and achieve their goals. We take a proactive approach by meticulously tracking progress and adjusting the sails of our advice with the course of your life, current legislation, and market conditions.
“The professional team of Bridget and her colleagues at Diamond Partners have guided us in attaining financial security by facilitating and championing our goals with solid knowledge, expertise, transparent communication and constant due diligence in overseeing our finances. We are very appreciative of the direction we’ve been taken and as content as can be with the service given. ”