Why Us
 A focus on keeping it simple |
When it comes to planning your financial future, we know that many people struggle with sifting through the complexity, jargon and seemingly endless options in this area. Whether it is designing, explaining, implementing or monitoring your financial plan, at Bellwether Wealth Strategists, we have a focus on making the very complex… simple. |
|
Bellwether Wealth Strategists is a “young” practice. Swaif Khan and Torry Kotses founded the practice in August 2014 in their late 30’s after working as Senior Financial Planners at both large and private financial institutions. Each director in the practice has over 15 years of hands on experience advising clients across a range life changing financial strategies, from the simple to the complex. Swaif and Torry also hold extensive postgraduate qualifications in various finance and business disciplines. We believe that this rare mix of over 30 years of combined financial planning experience, specialised qualifications as well our relative youth, gives our clients the confidence that by partnering with Bellwether Wealth Strategists, they will receive great advice, delivered by the best, over their full financial journey. |
 Access to our aligned partners |
At Bellwether Wealth Strategists, we take great pride in being able to offer our clients a holistic and end-to-end service. This puts us in a privileged position as their trusted advisers, where we act as the first point of contact for our clients when it comes to all things to do with money. This includes steering clients in the right direction for services such as estate planning/legal advice, financing options, conveyancing or accounting services. |
 We are local and accessible |
At Bellwether Wealth Strategists, we take great pride in being a local, boutique financial planning practice. All of our staff are based in Adelaide and accessible to our clients. When you contact us, you will always talk to a real person who is genuinely interested in taking ownership of your query in a personalised and caring manner. |
