Team
About Us
Who are we and why did we begin?
Switzer is a privately owned boutique financial services firm established by Australian business leader Peter Switzer. Since inception we have successfully helped our clients create, manage and protect their wealth through many different investment cycles. Switzer is not owned by a bank or any other financial institution. Our highly qualified team is the perfect size to give our clients individual attention while drawing on a wide breadth of knowledge and experience.
Switzer staff includes certified financial advisers, equity specialists, portfolio accountants and administrators. We are committed to ongoing professional development and training to ensure our clients receive the highest quality up-to-date advice and service. Our senior financial advisers are also accredited Self Managed Superannuation Fund specialists.
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Services
What can we do for you?
Our knowledge and expertise could help you in a number of ways.
Education
From the most experienced kitesurfing teachers to the most
Equipment
From the most experienced kitesurfing teachers to the most
Kitesurf Camps
From the most experienced kitesurfing teachers to the most
Trips
From the most experienced kitesurfing teachers to the most
Boards
From the most experienced kitesurfing teachers to the most
Storage
From the most experienced kitesurfing teachers to the most
Features
Wealth management
Focusing on investment portfolio construction, wealth and asset accumulation.
Lifestyle planning
Attending to debt management and cash flow advice.
Income & asset protection
Insuring your key financial assets.
Taxation planning
Aligning tax efficient strategies with your financial goals.
Retirement strategies
Advising on pensions, Centrelink and income stream strategies.
Self-Managed Superannuation Funds
Providing specialist advisory and portfolio administration services.
Mark Webb
"My adviser proactively provides advice and I have always found him to be responsive to my requirements. I appreciate and enjoy my frequent dialogue with him. My adviser even retains his sense of humour when the markets throw challenges we all find hard to understand!"
Stuart Gregor
"I have had dealings with the Switzer family since Peter was my economics teacher at Sydney Grammar in 1983. These days my association with them has gone from one of admiration and respect to one of professional affiliation. We now use Switzer Financial Services as a resource for our bookkeeping, accounting and financial planning advice. They are a terrific resource, always professional, always on the ball with timely advice and just good, decent people to do business with."
Justin Zeltzer
"It was extremely comforting for me to know that Switzer Financial Services is completely transparent. That means they owe no allegiance to any particular fund, thus any advice they give would be to serve my best interest, not theirs."
Mike and Sue Gregg
"Over the years we have visited financial planners but have been disillusioned as we weren't sure we were receiving independent advice. The Switzer approach is very sensible. We liked the way the adviser took time to understand our needs and our financial position. He articulated possible alternatives for us to think about and also gave us sound advice as to the balance of our portfolio. The whole experience was pleasant, relaxed and extremely helpful."
Angie and Scott Bradbury-Graham
"We had been seeking financial advice for some time but were very cautious about the lack of independence from most advisers. Then we heard about Switzer Financial Services and have been so pleased with their objective, completely independent advice. The adviser was an expert at understanding our needs and future goals and has provided us with a real financial blueprint for our future."
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Get in touch
For any enquiries
We would love to hear from you.
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Level 4, 10 Spring St.
Sydney NSW 2000
1/578A MALVERN RD
Prahran VIC 3181
