Symmetry is a self licensed, boutique financial advisory firm, with a growing national footprint of high-quality financial advisers. Founded in 2005, this privately owned business is free of institutional influence and allows us to deliver truly aligned advice, in the best interests of our clients.
Our vision was always to create a trusted client advisory firm with a focus on providing tailored holistic advice and wealth management solutions for more Australians. As a self licensed firm - Symmetry’s mantra is to embrace the evolution of financial advice, to remain relevant, whilst being nimble and client focused.
Areas of Advice
HOW WE CAN HELP YOU
Financial planning strategies
Superannuation & SMSF advice
Securities & investment advice
Debt & cashflow management
Saving strategies for home buyers
General estate planning advice
General tax planning advice
MEET OUR TEAM
"I have been working with Peter Davies as my financial adviser for approximately 8 years. As a sole Practitioner in private practice and the breadwinner of my family, I have needed an independent objective advisor that has my best interests at heart. Peter’s service is tailored to each client’s. This is no cookie cutter approach. He pays close attention to each client’s needs. In an age where everything is automated and client service is virtually non- existent, Peter’s service is personal, direct, and focussed on individual needs. My annual catch ups and the discussions in between (he always makes himself available for a chat) have taught me how to realistically manage my financial affairs and given me peace of mind that I am working toward a sustainable retirement plan. I truly value his service and don’t know what I would do without him."
FROM OUR BLOG
Constructing effective investment portfolios in a low interest rate world
Constructing an effective investment portfolio that will perform through the investment cycle is a challenging task at the best of times....
Understanding the different types of Superannuation Funds
With total superannuation assets valued at over $3.3 trillion at the end of the June 2021 quarter, for most Australians their super is...