FAST-TRACK YOUR FINANCIAL INDEPENDENCE
Our Vision
Novo Wealth exists to empower individuals to take control of their finances and achieve sustainable financial freedom through ethical and responsible practices. We believe in a holistic approach to wealth management, addressing not just your financial situation, but also your values and aspirations.
Our Mission
We provide tailored financial solutions to individuals and families in Adelaide and Australia, helping them to:
- Secure their financial future: We offer comprehensive planning and guidance to ensure that your assets are protected, your debts are managed, and you have appropriate insurance coverage.
- Invest responsibly: We embrace ethical investing, allowing you to achieve competitive returns while aligning your investments with your values.
- Plan for retirement: We guide you through the complexities of superannuation and retirement planning, ensuring you have a clear path to financial security in your golden years.
- Navigate estate planning: We simplify the process of creating a comprehensive estate plan that protects your assets and ensures your final wishes are executed seamlessly.
Our Approach
Our financial planners take a personalised and collaborative approach to understanding your unique financial situation and goals. We work with you to:
- Identify your financial needs and aspirations
- Develop a tailored financial plan that aligns with your goals and values
- Implement strategies to track and manage your finances
- Regularly review and adjust your plan to ensure it remains relevant and effective over time.
Our Values
At Novo Wealth, we believe in:
- Integrity: We act with transparency and honesty in all our interactions.
- Sustainability: We promote responsible investing and financial practices that align with environmental, social, and governance values.
- Client-centricity: We prioritize your needs and goals, placing your interests first.
- Empowerment: We believe in educating our clients and providing them with the knowledge and tools they need to take control of their finances.
Changes to Report Format and Download Options
Terry George, a 3-star reviewer, expressed frustration with the new report format on Netwealth. They mentioned that the platform no longer provides a choice of download types, limiting users to only downloading reports in PDF format. This change has caused inconvenience for some users who prefer to download reports in Excel or CSV format for further analysis.
Excellent Customer Service and Advise
All four 5-star reviewers praised the exceptional customer service and advice provided by Netwealth. They highlighted that the team is always available to assist, responds promptly, and provides reliable and helpful advice. Reviewers Andrew Scholz, Michael Moore, Nilss Olekalns, and Maria Wigley all commended the company's professionalism and support.
Conclusion
In conclusion, while Terry George experienced some difficulties with the new report format, the majority of reviewers had a positive experience with Netwealth, praising their customer service, advice, and professionalism.
Be the first to review Novo Wealth.
Write a Review
