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Tailored financial advice and wealth management solutions.

About Us

SYMMETRY GROUP

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.

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Areas of Advice

 HOW WE CAN HELP YOU

Financial planning strategies

Superannuation & SMSF advice

Securities & investment advice

Retirement planning

Debt & cashflow management

Social
security advice

Saving strategies for home buyers

Personal
insurance advice

General estate planning advice

General tax planning advice

 

Team

MEET OUR TEAM
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"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."

- Jenny

★★★★★

Recent Updates

 FROM OUR BLOG
Understanding the different types of Superannuation Funds

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...