Archimedes client profiles

Archimedes clients are people who want something more than the standard financial planning service. They're people looking for a rigorous approach to wealth management, where risks are made clear and they are encouraged to be part of the decision-making process. They want a program tailored for them, not a standard one-size-fits-all approach.

Most of our clients are professionals, owners of small businesses, or people who have a Self Managed Super Fund (SMSF). They can be either at the start of their career, mid career, or planning for retirement.

They're looking for a well-evaluated proposal that clearly outlines the level of risk and expected returns. They're used to having a say in setting and achieving their financial goals. They know that wealth management takes work, not luck, and want ongoing advice and coaching to help them make the best possible decisions. They are OK with risk as long as it's well evaluated - the level of risk and probability of success for various options is clearly explained, and is at a reasonable level given the expected return.

Although we're based in Brisbane, we have clients located all around Australia and the world.

Our approach to setting realistic financial goals.

We coach and educate our clients in our methodology and principles, and then assist them in setting their own financial goals. Our clients are an integral part of the initial decision-making process and have a big say in what is decided.

Our approach to wealth management

A key part of the Archimedes approach to wealth management is portfolio optimisation – making sure that your Asset Allocation (hyperlink: new Asset Allocation page) is efficiently optimised to target above average returns. We work closely with our clients, advising and educating them to understand the most effective financial goals and wealth management strategies. Our clients make an informed decision on reward/risk – how much risk do they really need to take on.

Once the decisions are made, our clients leave it to us to manage the investments, with us reporting regularly back to them on progress and outcomes.

Contact us today to find out how we can work with you to set your financial goals and establish a wealth management plan. There's no obligation or cost for the first meeting.

More information

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Archimedes Clients are:

  • Professionals of any age
  • SME Business Owners
  • SMSF Trustees