Smith Church Wealth Management
Always disciplined, never dramatic
process to help you navigate these shifts with confidence.
Together, we hone your vision for the future and then carefully craft a wealth plan that can help
weather the ups and downs of the market while evolving to meet your changing lifestyle needs.
No matter the circumstances, we can help you act with conviction.
We aim for symmetry in all things
Whether complex or straightforward, we apply the same rigour to every element of your strategy and its day-to-day execution. The Symmetry process is guided by the following principles:
Balancing risk management with the natural desire for growth
Eliminating emotion from investment decisions
Providing comprehensive coverage of client needs
Our Symmetry Process, developed and refined over more than two decades, is a proven approach that incorporates the many facets of your financial life to help create a seamless, collaborative experience.
Michael Smith & Trevor Church
Balancing the four pillars of your financial life
Building net worth
We know how important it is to build your wealth so you can enjoy life's priorities and achieve your vision for the future.
Working together we can develop innovative strategies to help grow your net worth by identifying which credit strategies and investment solutions match your current lifestyle and needs.
Protecting what matters
Life is filled with uncertainty and that's why we're committed to delivering advice and solutions to help protect the things you value at every life stage.
Whether through comprehensive risk strategies or connecting you with a specialist in trusts, estates and other risk mitigation products, we've got the expertise to create a comprehensive plan that's right for you.
Implementing tax-efficient strategies
You've worked hard to accumulate your wealth and we want to help you to make the most of it.
Working closely with you and your tax advisors, we'll create an integrated wealth strategy that will structure your investment portfolio to help reduce tax exposure and keep income available as and when you need it.
Leaving a legacy
You are the architect of your legacy and we can help you with the blueprint.
We'll collaborate with you to identify your top priorities, from estate planning and trusts to gifting and philanthropy. Our goal? To help you optimize the transfer of your wealth.