Former Westpac adviser launches HNW practice

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. 

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Markets looking through turbulence as earnings growth underpins equities: AMP

Markets looking through turbulence as earnings growth underpins equities: AMP

Despite geopolitical turbulence, markets are avoiding short-term turmoil and reacting to the underlying fundamentals showing the strength of major economies, a pair of AMP investment executives told the Professional Planner Managed Accounts Decoded podcast.

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