At Magus Wealth we are here to help you on your lifelong financial planning journey, to help you grow, protect, and pass on your wealth, providing a secure financial position for you and your family.

We’ve learned that everyone has a diverse range of financial needs and aspirations, and we are here to help you create your personalised financial plan, designed to act as your roadmap for the future, helping you make informed decisions and avoid costly mistakes along the way.

If you’re here because you are experiencing a change in circumstances, seeking help or advice, or you simply want peace of mind that you’re on the right track, we can help you.

It can be hard understanding where you are now and what your options are, so we’ve outlined some scenarios below.

To find out more, please select the one that describes your situation most closely.

What you can expect from Magus

  • We’ll listen carefully and work with you to understand your circumstances and your short and long-term goals, working together to create your bespoke plan, built around you and your needs. We’ll also keep you on track, reviewing your plans to make sure you are heading in the right direction.

  • We only offer independent advice, which means our advice is unbiased and unrestricted and based on a comprehensive and fair analysis of the relevant market. We are constantly reviewing the market to ensure that the services and products we offer are appropriate for you.

  • Our team are professional, experienced, and qualified – we all share the same vision, we are aligned to the same purpose of delivering a personal, outstanding client experience.

  • Costs matter – they can compound over time. Our fees are fair and transparent, and you will benefit from low cost investing. We’ll also make sure you know what you are paying for, and why.

  • Our investment philosophy is based around our 10 investment pillars, designed to provide the best investment outcomes for you and your family.

  • We have many client relationships that span across decades and we are here to help and support you and your family throughout your entire financial journey.

Get in touch with us today – it all starts with a conversation

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