Advice practice Freshwater Wealth has launched with an offering for high-net-worth individuals, including retiring baby-boomers and single and widowed women.
The business is led by founder and partner Roger Perrett and has hired two additional advisers since its establishment last December.
Roger spent more than 20 years at Westpac Financial Advice. He is joined by Jon Harris, a former senior business advice with BT Advice and senior financial planner with Westpac and Dean Fuchs, who also worked for more than 30 years as an executive financial planner and in the private client division at Westpac.
Freshwater Wealth is licensed by Centrepoint Alliance.