Resolute Private Wealth Management, located in Ivanhoe, VIC, is dedicated to providing a comprehensive range of personalised financial services focused on wealth creation, management, and protection. Led by Principal Financial Planner Steve, who boasts over a decade of experience in financial planning, the team works closely with clients to develop forward-thinking strategies tailored to individual financial goals. By collaborating with professionals such as accountants and solicitors, Resolute ensures a holistic approach to financial planning, emphasizing integrity and trust as the foundation of long-term client relationships.
Steve, a Certified Financial Planner with a Bachelor of Business in Financial Planning, is committed to minimizing risk and maximizing wealth strategies for clients. Alongside Client Service Co-Ordinators James and Sue-Yen, who bring a wealth of experience and expertise to the team, Resolute focuses on freeing up clients’ time to prioritize family, lifestyle, and health. The team’s dedication to quality advice and implementation, coupled with a passion for taxation efficiency and resource utilization, sets Resolute apart as a trusted partner in achieving personal and lifestyle financial goals.
With a strong emphasis on building lasting relationships and delivering peace of mind, Resolute Private Wealth Management prides itself on helping clients navigate the complexities of financial planning. Whether it’s crafting personalized strategies, ensuring quality advice, or assisting in goal achievement, the team at Resolute is dedicated to providing exceptional service and support. By valuing integrity, trust, and client satisfaction above all else, Resolute Private Wealth Management stands as a beacon of reliability and expertise in the financial planning industry.