stakeholders, nurturing an internal culture of mutual respect where everybody feels valued. As for the future of the firm, Rounded Wealth is currently managing approximately $100m of client assets and plans to boost this figure over the coming years, as well as recruiting more highly trained and educated staff to expand the financial advisory and support the teams it has already established so effectively. Also, Finlay and the team are in the midst of forging strategic and mutually beneficial alliances with a range of accountants, solicitors, and other such professionals, boosting the offerings of both parties. Quintessentially, Rounded Wealth Advisory has solidified itself as a trusted and reliable financial advice partner, assisting its clients throughout their financial journeys with an array of adaptable strategies that change to suit the evolving needs of the marketplace. With all of this in mind, the company has more than earned itself this award celebrating its excellence in the field of financial advisory. Contact Details Contact: Finlay Lafleur Company: Rounded Wealth Advisory Web Address: https://roundedwealth.com.au/ Oct23090 Best Financial Advisory 2023 – Sydney With a host of experience and a professional and friendly service at the centre of its ethos, Rounded Wealth Advisory provides optimal advice capped off by a smile, making both the financial and overall well-being of clientele its top priority. The company’s offerings take the form of financial and personal advice to both individual and entity clients, helping them to plan and manage their finances to secure a better future. In this way, the business takes great priority in the benefits it can provide the community, particularly in the fields of wealth accumulation and retirement segments, where most of its clients are based. We speak with Founder, Managing Director, and Principal Adviser Finlay Lafleur, who tells us more about the company and its successes in the field. Rounded Wealth Advisory leaves no stone unturned, spending as much time as it takes to understand clients, their financial needs, goals, and concerns, transparently advising and meticulously implementing its financial solutions in unique and tailored ways that serve to fulfil all requirements. The on-going advice service provided by the business is complete with adherence to pre-established benchmarks and targets, implemented for the purposes of keeping clients on track. As a result of its industry-leading e-wallet system, clients are able to view all of their documentation in one place, thus enabling for swift and efficient management. The company takes pride in offering an independent financial advice service that perfectly aligns itself with the current and future interests of clients, simultaneously helping them to achieve goals and qualm concerns. One particular way that this is achieved is through the business’ review service programme, which boasts the claim of being interactive and simple to navigate. Moreover, the independent status of Rounded Wealth means that it is licensed directly with the regulator, not to any financial product manufacturers, cutting out the middleman and enabling direct contact that is certain to yield meaningful results. Bolstering the efforts of Rounded Wealth is the core values which serve as the cornerstones of the business, with these being quality, expediency, and purposefulness. These combine to curate a service that is easy to understand, acts in the best interests of clients in a manner that is free from influence, and is rooted in a commitment to clients, local communities, and the wider environment. In a similar vein, Finlay describes the company’s vision and mission as providing, “high quality, independent, streamlined, cost-effective financial advice to improve our clients’ overall well-being and that of their community.” Asked to describe the company’s approach to working with a new client, Finlay explains, “we have an engagement process which puts the prospective client(s) in the driver’s seat.” To elaborate further, this entails a client fully explaining their situation and outlining all hopeful future accomplishments, before they fill out a rigorous risk profiling and capacity questionnaire, with this allowing the team to map its strategies out and put these into action with mitigation management covering its three speciality components of financial planning, wealth accumulation, protection, and distribution. Not only is Rounded Wealth set apart as a result of its excellent solutions and world-class expertise, but a friendly and personal approach is taken with every client that keeps them coming back time and again. This, along with its expert systems, has resulted in the company carving out a niche for itself in the sector. Further underpinning its successes is a small, experienced team of advisers and support staff, and in his MD role, Finlay Lafleur places the uppermost importance on being responsive and friendly to all clients, partners, and
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