Financial Services Townsville

Direct Equity Advice, Financial Planning, Superannuation

Financial Services Townsville

Direct Equity Advice, Financial Planning, Superannuation

How we work

Our Strategy

To invest for long-term growth and income. We invest in solid businesses. The only way for us to make more money, is to grow YOUR Wealth.

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Our Advisers

We have assembled a team of investment professionals with a high level of expertise across many facets of the wealth management equation. This diversity and depth of knowledge allows us to deliver personalised investment solutions that help clients achieve their financial goals. We believe our commitment to building long-term relationships with our clients differentiates us from other stock broking and financial groups. Our advisers have a combined experience of over 35 years in financial markets.
Jason Fittler

Jason is the Branch Manager, Senior Adviser, Technical Specialist and owner of Grow Your Wealth.Before moving to obtain his own licence, Jason held a similar position with RBS Morgans. Jason previously worked as a public practicing accountant.

Jane Fittler

Authorised Representative: (398630)Jane is an Investment Adviser focusing on large net worth clients. Her goal is to help clients achieve a comfortable retirement.Jane holds a Bachelor of Laws Degree from James Cook University and a Graduate Certificate in Financial Planning.

Daniel Goulding

Daniel is a Portfolio Manager. Before moving to Grow Your Wealth, Daniel held a similar position with RBS Morgan’s. Daniel deals with clients looking for a full service experience. Daniel holds a Bachelor of Economics through James Cook University.

How we work

Conflict Free Advice

We have our own AFSL and are not licensed under any of the big investment banks or brokers and as such we are free to recommend any product that we believe will truly meet your needs.

Not constrained
We are not constrained by having to offer products that are wholly owned by a parent company.
No conflicts.
Our advice is conflict free.
Your product first.
We choose for you the product that best suits your needs.
Same fees.
Our fee is the same no matter which product we choose for you.
Staff's remuneration.
No part of the our staff’s remuneration depends on how much of your money they invest within a certain product or service.

When You Are Ready To Grow Your Wealth,
Give Us A Call On 07 4771 4577.

become a client
Check out our latest work

Services & Fees

Praemium SMA

Better than a managed fund, you can see what is in your portfolio and you are the beneficial owner of the underlying shares.

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Private Wealth Management

As a comprehensive and versatile investment platform, we provide the following administration services.

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Self Managed Super Funds

A Self Managed Super Fund is your opportunity to take direct control of your financial future.

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Fee Structure

Private Wealth Management | Brokerage | Fee for Service | Financial Planning

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Latest Articles

PARTNERS GROUP GLOBAL INCOME STRATEGY
Stock Spotlight
Morning Call 13/06/2018
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Morning Call 05/06/2019
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Morning Call 31/05/2019
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Morning Call 28/05/2019
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Morning Call 17/05/2019
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Morning Report 15/05/2019
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MOrning Call 09/05/2019
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Sell in May and go away!
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Morning Call 07/05/2019
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Proposed changes to your super under Labor
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Morning Report 18/04/2019
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Morning Call 17/04/2018
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Morning Call 15/04/2019
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Morning Report 10/04/2019
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Morning Call 09/04/2019
Morning Call
Morning Call 08/04/2019
Morning Call
Morning Report 05/04/2019
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Morning Call 04/04/2019
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Monthly Newsletter March 2019
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Budget 2019
Tips and Education
Morning Call 03/04/19
Morning Call
Morning Call 01/04/2019
Morning Call
Friday 29/03/2019
Morning Call
End of Year Market Wrap 2017
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Market Wrap 11-08-2017
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Monthly Newsletter February 2019
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TABCORP Holdings Limited (ASX: TAH)
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Franking and you.
Tips and Education
Market Wrap 06-03-2018
Market Wrap
Financial Services Guide
A Guide to Our Relationship With You
Grow Your Wealth Pty Ltd - AFSL 403509
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Grow Your Wealth Privacy Policy PDF
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Pershing Privacy Policy PDF
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Pershing Securities’ FSG
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CPD Policy
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