Courageously Transparent Wealth Management Advice.
Seneca Financial Solutions is an Australian investment and wealth management company, delivering exceptional results through a focused application of our skills and a commitment to open, honest and clear communication and collaboration with our clients.
About Us
Seneca Financial Solutions is an Australian investment and wealth management company, delivering exceptional results through a focused application of our skills and a commitment to open, honest and clear communication and collaboration with our clients.
We offer our clients
INVESTMENT EXCELLENCE
We are data-driven, empirical investors who protect and grow capital over the long-term.
This is achieved through disciplined investment decision making, applied to a culture of continuous improvement, in which we utilise rigorous, in-house research based on data of the highest quality.
Our clients expect this iterative process results in a clearly articulated investment thesis, specific and aligned portfolio composition and a clear risk management framework that can guide our decisions, even in the most turbulent of market conditions.
HIGHLY PERSONALISED
Our business is designed to only service a specific and select clientele. Seneca’s boutique structure allows us to flexibly tailor our service and investment solutions to each client’s unique requirements.
We won’t be a perfect fit for everyone, but those clients that do choose to work with us benefit from our exceptional service standards.
As a client, you can expect our staff to know you, and appreciate your unique circumstances. Administration queries and instructions will be quickly and professionally handled, and resolutions will be clearly communicated.
Our clients expect their adviser to advise them, not a junior account manager or associate.
FOUNDER-LED & ALIGNED
Seneca is owned and operated by our management team and staff, with no influence from external investors or shareholders. We operate under our own Australian Financial Services License (AFSL No. 492686) and our investment universe is only constrained by our internal Investment Committee’s stringent due diligence process.
Our success is wholly a function of our client’s success. As a result, we apply the same level of exceptional skill, care and stewardship to our own business and personal wealth, as we do to yours.
We invest alongside our clients in our own solutions and choose to invest in businesses, and with managers, who are similarly aligned and incentivised.
