The Archimedes Niche

Specialist in Advice for Professional People,
SME Business Owners and SMSF Trustees

Our clients are located throughout Australia and internationally.

Clients throughout Australia and Internationally

The advisory process of Archimedes Financial Planning is particularly suited to professional people, SME business owners and Self-Managed super Fund trustees who are serious about building, or already have, significant wealth.

Such people want to be in control of where they’re going in life, yet readily accept the benefits of outsourcing investment and personal insurance management to highly qualified professionals. Archimedes Financial Planning uses a rigorous methodology that targets adding value in excess of costs.

Our clients are willing to initially make appropriate time for financial education to facilitate their informed decision-making, yet are decisive when presented with pros and cons for a range of choices.

Our clients jointly work closely with us to initially develop a personalised and a fully integrated financial plan, including appropriate personal insurances to protect the downside.

Once the financial plan is decided, clients get on with their busy lives while we manage the strategies.

We provide regular benchmarked reports of performance; recommendations for buy/sells to take profits and move proceeds to under-valued assets.