BUSINESS PROFILE

AUGEO Pty Ltd, trading as Augeo Wealth Management holds an Australian Financial Services Licence (AFSL 283043), issued by the Australian Securities & Investments Commission (ASIC). AUGEO is licensed to advise and deal in:

Government Debentures, Stocks or Bonds
Securities (shares)
Managed Investment Schemes including IDPS
Deposit and Payment Products
Life Insurance (risk and investment) Products
Superannuation and Self Managed Superannuation Funds
Retirement Savings Accounts

AUGEO provides investment consultancy and financial services to private clients and professional intermediaries in the areas of direct equities and property investments, retirement and superannuation, specialising in the administration and compliance of self-managed super funds (SMSF).

AUGEO Pty Ltd is independently-owned financial and investment practice. It is not owned or controlled by any financial institution. This ensures that the advice you receive remains completely objective at all times and specifically tailored to address your personal needs.

Our advisers are Certified Financial Planners (CFP) and Investment Analysts who hold the highest qualifications attainable in their respective professional fields.

Our services center on evaluating and understanding your financial circumstances, determining what financial independence means to you, and structuring the appropriate investment strategies to help you achieve that independence.

Wealth Creation and Money Management are a process of making best use of available resources now to ensure that personal goals and objectives are realised in the future. A sound investment approach will seek to minimise financial risk and ensure that available resources and stated objectives are effectively immune from any adverse changes to individual circumstances through adoption of defensive investment strategies.

AUGEO is continually developing relationships with like-minded professional intermediaries, such as Accountants and Solicitors, which enables it to draw on their resources to offer comprehensive professional services to its clients and address their diverse financial needs.

Our Standards

Professionalism and ethics in everything we do
Highest level of training and education
Client-focused approach
Service standards that meet clients' needs and exceed their expectations.
Provision of advice and services in a professional and timely manner
Education to assist clients manage their finances more efficiently

Our Mission Statement

“To coach our clients professionally and ethically to identify their goals, recognise their resources and achieve financial independence by creating and preserving wealth”.

Why Choose Augeo Wealth Management?

Independently Owned
Defensive investment strategies
Fee based services
Professional portfolio construction and administration
Commitment to clients
Open and accessible approach
Qualified Consultants
Confidentiality
Access to an extensive network of professionals

We do not make decisions for clients. We advise and educate clients to make their own informed decisions.

Recognised Membership

For your protection and peace of mind, ensure you deal with a dedicated practitioner member of the Financial Planning Association (FPA). This will provide you with a number of benefits and safeguards. The FPA has established a free Complaints Resolution Scheme. This means that if you have a genuine complaint about negligent or inappropriate advice received from any FPA practitioner member, you can be assured the matter will be investigated. Augeo is also a Principal Member of the Financial Industry Complaints Service Limited (FICS) and the Financial Ombudsman Services (FOS), a complaints resolution body for the financial and banking services industry in Australia.

OUR MARKET POSITION

AUGEO Pty Ltd is an Australian Financial Services Licensee (AFSL 283043) trading under its registered business name AUGEO WEALTH MANAGEMENT.

Augeo Wealth Management is a highly-regarded “niche” focused investment and financial practice.

Our strengths lie in the “private-client-services” end of the financial markets, providing independent investment advice and professional portfolio administration of the highest standards. We are independently-owned and have no association whatsoever with any financial institution or financial product manufacturer. We offer sound financial and investment advice ranging from wealth-accumulation stage to income generation in retirement. Our overriding focus remains the preservation of clients’ wealth at all times, achieved through a strict investment philosophy which is centred on selectng and identifying secure and proven investments, backed by exhaustive market and economic research.

Augeo Wealth Management has acquired a solid reputation for providing a professional service able to address the needs of its private clients and meet their expectations, as well as outsourcing its expertise and specilaised services to third-party professional intermediaries (i.e. accountants, lawyers, financial advisers,etc) in order to assist them with addressing their clients needs.

Augeo provides a range of services to professional intermediaries, including assets allocation and construction of investment portfolios, administration and compliances services for self-managed superannuation funds, and formulation of sound investment strategies.

Augeo has been recognised as an investor-focused boutique financial and investment practice. Management remains committed to rejecting the industry's volume-driven business approach in preference of its proven private-client-focus model.

Unique Value Proposition

Augeo has the service capability, expertise and strategic alliances to successfully address its clients’ financial objectives. Holding its own Australian Financial Services Licence puts it in a position to act free from any restriction, limitation and conflict of interest which can often be imposed by large financial institutions and so-called independent dealer groups, and this enables Augeo to provide qualitative advice specifically tailored to the personal needs of individual clients.

Our clients are treated with utmost respect and empathy. We recognise their concerns, understand their financial needs, and we communicate this to them on an on-going basis.

Professional services, business ethics and integrity are a KEPT promise to our clients; a promise backed by our

Knowledge Experience Professionalism Transparency