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Our investment philosophy is built on time-tested academic research into the behavior of financial markets and investors — financial science. Client portfolios are carefully designed to build long-term value through broad diversification, efficient allocation and tax-efficient strategies. It’s a consistent, objective approach. We don’t play the guessing game.

Our research has led us to focus on the factors we can control, like fees and taxes. We receive no commissions or referral fees from the funds or managers we recommend, so our main concern is objectively and efficiently improving your financial wellbeing. With over a decade of CPA-based experience employing tax-loss harvesting and rebalancing strategies, we are experts at enhancing the bottom line.

Following our unique financial discovery process, your advisory team will craft a personalized investment program that reflects your goals, values and risk comfort zone. Once your plan is in place, we continuously monitor your portfolio and investments to help keep you on track. Feel confident that you have an investment approach based on a solid foundation—and a partner on your financial path toward success.

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A research-driven model

Our investment philosophy is built on time-tested academic research into the behavior of financial markets and investors — financial science. Client portfolios are carefully designed to build long-term value through broad diversification, efficient allocation and tax-efficient strategies. It’s a consistent, objective approach. We don’t play the guessing game.

Keep more of what you earn

Our research has led us to focus on the factors we can control, like fees and taxes. We receive no commissions or referral fees from the funds or managers we recommend, so our main concern is objectively and efficiently improving your financial wellbeing. With over a decade of experience employing tax-loss harvesting and rebalancing strategies, we are experts at enhancing the bottom line.

Plan, don’t react

Following our unique financial discovery process, your advisory team will craft a personalized investment program that reflects your goals, values and risk comfort zone. Once your plan is in place, we continuously monitor your portfolio and investments to help keep you on track. Feel confident that you have an investment approach based on a solid foundation—and a partner on your financial path toward success.

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Your first meeting can take up to two hours. In this time we address your goals and objectives, current financial position and personal situation. It is an opportunity for us to get to know you and you to assess whether we are the right fit for you. If you have brought your financial documents or copies of them, this will speed up the process. This investment of time ensures we understand you and what you are looking for.

During your first appointment, we will establish why you are seeking financial advice, what your goals are and what you expect from us. To assist us, we ask that you bring in as many documents as you can, such as photo ID, tax returns,401Ks, IRAs, loan and bank statements, copies of wills, insurance details, and/or a budget.

Your initial appointment with Davies Wealth Management is provided free of charge. If you decide to proceed, we will prepare an Initial Statement of Advice and an annual invoice for you, which will cover all advice, implementation, appointments, phone calls, and any other requirements you might have for the first twelve months.

Ongoing annual costs differ from person to person, depending on the complexity of your situation and the amount of work involved. You will be provided with a written quote prior to appointing Davies Wealth Management as your financial planner.

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Yes. We offer comprehensive advice and can certainly cover advice on Retirement Plans. Davies Wealth Management assist clients to set-up or close down IRAs where appropriate, as well as their ongoing management.

There are restrictions on when you can access your Retirement Plans for a lump sum withdrawal or to start a retirement income stream.

Generally, you can access your Retirement Plans once you have:

  • Reached your preservation age and retired from the workforce
  • Reach your preservation age and commence a transition to retirement pension
  • Termination of employment after turning 60 years of age
  • Reached 59 1/2 years of age

The United States Government has set limits on the amount that can be contributed to Retirement Plans each year. The Government has imposed limits on both personal contributions (which are made with your after tax income and known as non-concessional contributions) and concessional contributions (such as contributions from your pre-tax salary).

You can start receiving your Social Security retirement benefits as early as age 62. However, you are entitled to full benefits when you reach your full retirement age. If you delay taking your benefits from your full retirement age up to age 70, your benefit amount will increase.

Your eligibility to the age pension depends on when you were born.

No matter what stage of your financial life your are in, we can help you make the most of what you have!

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