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At Sequoia Asset Management, our mission is to provide premium general financial advice to all Australians across a wide range of financial instruments. We pride ourselves on offering high-quality, lower-cost alternatives for investors seeking assistance with their finance, without the need for high-cost tailored services of a financial adviser.
Our Mission
Our mission is to be Australia's premium general financial advice service. We strive to provide up-to-date general financial advice to all Australians across a wide range of financial instruments. Our Investment Managers have expertise in, and can provide objective general advice across a large range of financial products including Listed & Unlisted Investments, Self-Managed Superannuation funds - Including property in super, Alternative Investments, and much more.
Our Team
Our team consists of experienced professionals with diverse backgrounds in financial services. Our collective and diverse knowledge is our biggest asset. We come from a range of backgrounds in financial services and complement each other's skill and knowledge sets. Our team strives to work collaboratively to cater to all our clients' needs and has the youthful exuberance to produce the best outcomes whenever possible, regardless of difficulty or complexity.
Our Difference
What sets us apart is our team's collective and diverse knowledge. We work collaboratively to cater to all our clients' needs and have the youthful exuberance to produce the best outcomes whenever possible, regardless of difficulty or complexity. Being a subsidiary of a publicly listed company, Sequoia Financial Group Limited (ASX:SEQ), gives our clients peace of mind when transacting with us as we have to adhere to stricter disclosure requirements than private businesses.
Our Group
Sequia Asset Management is part of the ASX-listed Sequoia Financial Group. Sequoia Financial Group Limited (ASX:SEQ) is an integrated financial services company providing products and services to self-directed retail and wholesale clients and those of third-party professional service firms.
Our Services
We offer a wide range of services, including SMSF establishment, investment opportunities, model portfolios, and wholesale investor opportunities. We provide access to a diverse range of investment opportunities across equities, model portfolios, structured investments, capital raises, and IPOs. Our team of experts provides objective general advice across a large range of financial products, including Listed & Unlisted Investments, Self-Managed Superannuation funds, Alternative Investments, and much more.
Overall Review Summary
The reviews are a mixed bag, with one reviewer expressing extreme dissatisfaction and the other praising the service.
Negative Experiences
One reviewer, Mick Harris, had a terrible experience, citing discrimination and disgusting attitude from the staff over the phone. He mentioned that there were no apologies for the wrong assumptions made, which left him feeling extremely dissatisfied.
Positive Feedback
On the other hand, Brent Jones had a fantastic experience, praising the staff for their killer effort in providing simple solutions to complex issues. He expressed his gratitude for their help.
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