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About Us

A Bellwether, as defined in the Oxford dictionary is; someone or something that leads or indicates a trend, a person or thing that assumes the leadership of a profession or industry, a game-changer, pacesetter, frontrunner or trailblazer.
(Oxford Dictionary)

At Bellwether Wealth Strategists, we firmly believe that we stand for the principles of a “Bellwether” by striving to lead our clients towards the financial and lifestyle choices they desire, in our privileged capacity as their trusted advisers.

We are a boutique, advice-centric financial planning practice based in Adelaide, South Australia.  We specialise in providing holistic and client-centric advice to retirees, pre-retirees, and professionals.

The practice was founded in August 2014 by Swaif Khan and Torry Kotses, both with over 15 years of financial planning experience across a number of major & private financial institutions. 

Our primary aim is help you with your choices at every stage of your own financial journey, so you feel in control.

We do this by:

  • Giving you the confidence, knowledge and access to our expertise to make smart financial choices, and avoid poor ones
  • Being a sounding board you can trust
  • Giving you control over your own financial journey

Let our highly experienced team help you defeat your financial fears, overcome your financial frustrations and make your aspirations possible. Contact us today.
 

The Bellwether Wealth Strategists Process

1

Understanding your goals

At our first meeting we will discuss your current situation and life goals to understand how financial advice can benefit you.

2

Considering the opportunities & risks

After understanding your circumstances, goals and attitude to risk, we will investigate the range of financial options available to help you reach your goals.

3

Building your financial strategy

Based on our discussions and research we will present you with a customised financial plan that is written in plain English, which will set you on the path to where you want to be.

4

Bringing your plans to life

We will work closely with you to implement your financial strategy step-by-step, so you can have as much control as you like, know where your money is going and why.

5

Staying on track with regular advice

Your strategies will be reviewed annually and you will benefit from our ongoing support and advice. We will stay in touch, ensuring your plan stays up to date as your life changes.