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About Astier – Adelaide’s Premier Financial Advisors

At Astier, we pride ourselves on empowering South Australians to take control of their financial future. We are Adelaide’s leading financial advisory firm dedicated to helping individuals and businesses achieve their financial goals with confidence and clarity. We understand that financial decisions can be complex and daunting, which is why we offer expert guidance and personalised solutions tailored to each client’s unique needs.

 

Our Story

Established in 2021, Astier was founded by a team of experienced financial professionals with a shared passion for empowering clients to make informed financial decisions. We have built a reputation for excellence, earning the trust of clients through our commitment to integrity, transparency, and results-driven strategies. We take pride in our accomplishments, having successfully expanded our service offerings, nurtured a growing client base, and consistently thrived amidst the ever-evolving market landscape.

 

Mission and Vision

At Astier, our mission is simple yet profound: to empower individuals and businesses to navigate the complexities of finance with confidence and clarity. Our vision is to simply be renowned for achieving our clients goals and our unwavering commitment to excellence, integrity, and client-centric values.

We strive to provide unparalleled financial advisory services that empower clients to make informed decisions, achieve their financial goals, and secure their financial future. We are dedicated to delivering personalised solutions tailored to each client’s unique circumstances, always prioritising their best interests above all else.

 

Our Vision

Our long-term vision is to continue setting the standard for excellence in financial advisory services, leveraging innovation, expertise, and a client-centric approach to drive sustainable growth and deliver exceptional value to our clients, stakeholders, and communities.

 

Why Choose Astier?

 

Expertise

Our team of experienced financial advisors possess a depth of knowledge and expertise across various facets of finance, ensuring that clients receive the highest quality advice and guidance.

 

Personalised Approach

We understand that every client is unique, which is why we take the time to understand their individual goals, preferences, and risk tolerance to develop customised solutions tailored to their needs.

 

Integrity and Transparency

At Astier, integrity and transparency are at the heart of everything we do. We believe in building long-term relationships based on trust, honesty, and accountability.

 

Customer Focus

Our dedicated team of client service managers work with our advisors directly to enhance our relationships and ensure our clients are always front of mind in everything we do. Whenever you contact Astier you will be speaking to a local staff member who understands your situation and can help you directly.

 

Comprehensive Solutions

From investment management, wealth accumulation and retirement planning to risk insurance, estate planning and aged care, we offer a comprehensive suite of financial services designed to address every aspect of our clients’ financial lives.

 

Our Approach to Financial Advice

At Astier, we believe in a personalised, client-first approach to financial advice. Our process begins with a thorough assessment of our clients’ financial situation, goals, and objectives. From there, we develop a tailored strategy designed to optimise their financial outcomes while mitigating risk and ensuring peace of mind.

 

Comprehensive Financial Services

We offer a comprehensive range of financial services designed to address every aspect of your financial life.

Superannuation – we navigate the complexities of superannuation, optimising contributions, tax planning and investment strategies to maximise your retirement savings.

Retirement planning – our comprehensive approach crafts a personalised roadmap for a secure and fulfilling retirement, aligned with your unique goals.

Self-managed super funds (SMSFs) – we provide expert guidance on establishing, managing, and winding up of SMSFs, ensuring compliance and maximising opportunities at each stage.

Investment management – our experienced team develops and implements customised investment portfolios, aligned with your risk tolerance and financial objectives.

Share advice – we offer in-depth analysis and strategic recommendations to guide your share investment decisions within a diversified portfolio.

Off-farm investing – we create tailored strategies for diversifying your wealth beyond agribusiness and succession planning for family assets, building a more resilient financial future for our key farming clients.

Ethical investing – we tailor a values-based investment strategy for you, ensuring your portfolio reflects your individual commitment to social responsibility and environmentally conscious investing.

Aged care advice – we navigate the complexities of retirement villages and aged care planning, helping you understand your choices, avoid mistakes and secure the best possible care options for the future.

Personal insurance advice – we provide tailored advice on personal insurance products, ensuring you have the necessary protection for yourself and your loved ones.

Estate planning advice – we provide a comprehensive strategic estate planning service, working with your existing solicitor or our key estate planning partners to coordinate a detailed review of your current arrangements.

Centrelink advice – we demystify Centrelink benefits and entitlements, optimising your access to government support programs and valuable concessions.

Super SA advice – we offer specialised expertise on the ins and outs of your Super SA products and services, ensuring you benefit from this valuable local offering.

Insight
Insight
Insight

Planning for aged care

I wanted to give you an update on a topic we are finding more important than ever for many of our clients and let you know about resources you have access to through Astier and where we can help. No one likes to talk about getting older and the truth is, most of us avoid […]

Read article Read more of our insights
Process
Process

A tailored process with a long-term vision

Understand

We apply our insightful expertise and experienced judgment to tailor long term and visionary solutions.

Analyse

Disruption has accelerated the pace change in Finance. We apply data-led insights and rapid scenario modelling to support our decision making.

Propose

Our bespoke plans are built around completely understanding our client’s needs and examining potential strategies and investments.

Implement

An agreed plan, implemented with care and precision that respects the treatment of personal information and carefully manages the liaison with key stakeholders, will ensure your plan is realised efficiently.

Review

Our continued monitoring and review of your situation, structures and investments, engages the accumulated experience of our team to help keep you on the path towards achieving your personal financial goals as the world around us continues to change.

Catalyse
your wealth

Our process
Connect
Connect

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    T: 08 7074 8400

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