Tasmanian Wealth Management is a locally owned financial advisory firm in Tasmania, dedicated to helping clients achieve their financial and lifestyle goals. With a focus on putting clients at the center of their services, they offer strategic advice tailored to individual needs and aspirations. The business prides itself on partnering with clients to provide education, coaching, and a framework to help them meet their financial and lifestyle objectives.
Founded over 30 years ago, Tasmanian Wealth Management has a long-standing history of providing quality financial advice in the region. Led by Directors and qualified financial advisers James Dilger and Clinton Pentland, who collectively bring over 30 years of experience to the table, the firm is committed to helping clients realize their goals and dreams. Supported by Hillross Financial Services Limited, a reputable financial group in Australia, Tasmanian Wealth Management ensures exemplary conduct, sound systems, and high-quality advice for their clients.
At Tasmanian Wealth Management, the primary focus is on empowering clients to live the life they choose by offering personalized financial strategies and regular review services. By understanding each client’s current situation and aligning it with their goals, the firm provides recommendations and strategies to help clients stay on track. With a philosophy centered on helping clients pursue their best life, Tasmanian Wealth Management is dedicated to providing the freedom and support necessary for clients to achieve their desired financial outcomes.