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Business Growth and New Private Wealth & Finance Offerings Necessitate Move to Larger Office for AWS

Announcement posted by Joe Perri & Asociates 27 Jun 2022

Principal and founder of Australian Wealth Solutions Pty Ltd (AWS) Sam Zervides has announced the boutique financial advisory business has relocated to larger premises in Glen Huntly Road Carnegie to facilitate additional client services including specialist Private Wealth and Finance broker offerings.

 

Commenting further on the announcement, Sam Zervides said, “It was the next logical step for our expansion plans and professional service offerings.  The new premises provide more space and a very business-friendly environment with improved access for clients and much needed space for planned growth and future services.  

 

“Furthermore, the Carnegie premises encompass a modern and flexible work environment for staff, including training facilities and accommodation for new advisers and business consultants joining AWS in line with our strategic objectives”.

 

Hampered by the need for more space since their simultaneous launch late last year, Sam Zervides affirmed that the AWS Private Wealth and AWS Finance broker offerings will be the first beneficiaries of the new address.

 

Private Wealth and access to competitive finance facilities are services that go hand-in-hand in the modern advisory practice – especially for HNW clients, workplace professionals and business owners that require greater choice and access to competitive rates and benefits not usually provided by the institutional lenders.

 

“I’m really excited about the future; AWS Finance has integrated fantastically with the existing business and team and we certainly are looking forward to growing the team further in due course.  Furthermore, our lending clients are actively taking advantage of our broad and holistic wealth offering,” said head of AWS Finance Michael Rengarajah.  

 

“With access to over 50 lenders nationwide, we are in a position to ensure we can help support the wealth creation / business growth goals of AWS clients.” 

 

“Given our strong network in the Premier and Private Banking client space, we expect a significant increase in demand from HNW clients and business owners for our services as interest rates trend upwards, and will be very pleased to support them through AWS Finance.”

 

Since its inception, AWS has operated as a client centric boutique wealth management and financial advisory firm providing personalised strategies for each client based on a detailed understanding of their specific situation, objectives and wealth accumulation / retirement aspirations.

 

As part of AWS’s commitment to putting clients first, the provision of the Private Wealth facility was a natural progression as more and more clients requested a comprehensive bespoke service offering…including protection of family wealth and transfer of a financial legacy to the next generation.

 

Sam Zervides concluded, “AWS has a well-deserved reputation as a client focussed financial advisory business and we are very proud of the firm’s dedication to the highest standards of professional advice and personal, friendly service.  

 

"We're excited about the new premises and the reception received for AWS’s Private Wealth and Finance broker services; and delighted to be able to provide a comprehensive advice offering dedicated to addressing the individual needs and objectives of our clients”.

 

The new address and contact details of Australian Wealth Solutions are as follows – 

Australian Wealth Solutions, 1241 Glen Huntly Road, Carnegie VIC 3163

Tel: (03) 95324064

 

Issued by Australian Wealth Solutions     www.wealth-solutions.com.au          

 

Media enquiries:      Mr. Joe Perri, Joe Perri & Associates Pty Ltd

Mob: +61 412 112 545       Email: jperri@joeperri.com.au