Sally Larsen's Contact Details

Sally Larsen's Company Details

Fiducia Private Wealth Management, Cairns

Cairns, QLD, AU • 5 - 9 Employees
Financial Services

Fiducia Private Wealth Management is a Privately owned and operated financial planning firm located in Cairns, North Queensland.Fiducia Private Wealth Management has no ties to any bank, fund manager or financial institution. Our clients can be confident that the advice they receive is tailored specifically to their personal circumstances and seeks to reliably achieve their objectives.Our name represents the qualities that we believe are the cornerstone of any financial advisory relationship, trust, honesty and confidence.When choosing a financial planner it is important to look for someone that you feel you can work with over the longer term. Not unlike the relationship you might have with your doctor, your relationship with your financial planner needs to be one built on trust, confidentiality and a consultative approach to maintaining financial health and addressing any potential financial problems.Financial Planning is not just about investing but about providing a framework through which the lifestyle objectives of you and your loved ones can be realised. It is important therefore that your financial plan not unlike your health plan is tailored specifically for you and is not a one size fits all approach.Fiducia does not aspire to be the biggest firm in town.We adopt a conservative investment approach. We do not speculate. We will only recommend investments of the highest quality that have stood the test of time. Furthermore we see to achieve returns for our clients sufficient to reliably achieve their stated objectives thus minimising exposure to risk and potential downside.At Fiducia we put the interests of our clients first at all times.