Wattle are retirement wealth specialists focused on investment and financial advice, led by Jamie Nemtsas and Drew Meredith. Wattle focuses on guiding families and individuals through the most important period of their lives, retirement.

Retirement is supposed to be the best time of anyone’s life but too often becomes a period of stress and uncertainty, particularly around finances and investment. At Wattle, we offer something truly different; advice focused solely on those in or nearing retirement. Too often financial advisers seek to be everything to everyone, rather than focusing on those areas that match their skillset and experience, or more importantly where they can add the most value. Much like medical professionals, the team at Wattle are laser-focused on both the investment and emotional impacts of retirement, which are significantly different than at every other stage of one’s life. At Wattle, you know what you get, and more importantly, you gain access to the experience of advising hundreds of retired families over the years.

Put simply, retirement. We live and breathe everything about retirement. Having advised hundreds of families over the year we are attuned and in the privileged position to understand both the financial, emotional and investment considerations that are most important in retirement. Most of our core principles are what you would expect of a professional, we are transparent, detailed, rigourous and most of all never receive a hidden fee. Every engagement with clients is on a fixed fee, ongoing, basis meaning there are never any surprises. We are differentiated by the fact that we know who we are, retirement specialists, and have extensive experience on all matters of investment.

Wattle Partners is 100% owned by Drew Meredith and Jamie Nemtsas who work in and operate the business. There is no external ownership nor shareholders who are not part of the advisory team.

We are product agnostic. That means we will consider any investment or structure on its merits. The result is that client portfolios are tailored to their experience, preferences and risk profile. Broadly, this means they could include ASX-listed shares, exchange traded funds, managed funds and trusts. We believe both active and index-tracking strategies have a role to play within portfolios and will simply seek to recommend the product which best represent the exposure we wish to achieve.

No, we do not receive commissions based on recommendations that we make.

Our senior advisers all hold the highest designation in the financial advice industry, that of Certified Financial Planner and several are also SMSF Specialists. All representatives must have a Bachelor degree in a related specialty, have completed a post-graduate diploma and passed the Financial Adviser exam before they are authorised to provide advice. Jamie and Drew are both SMSF Specialist Advisors and members of the SMSF Association. Jamie, Drew, Fatuma Akalo and Renato Manias, are also ‘qualified tax relevant providers’ meaning that they are authorised to provide advice on tax matters that relate to the financial advice they provide.

Every employee of Wattle Partners receives an agreed salary and discretionary bonus. The bonus incentive is paid based on the achievement of various Key Performance Indicators.

Jamie and Drew identified a lack of specialisation within the financial advice industry. Retirement is supposed to be the best time of anyone’s life but too often becomes a period of stress and uncertainty, particularly around finances and investment. At Wattle Partners, we offer something truly different; advice focused solely on those in or nearing retirement. Too often financial advisers seek to be everything to everyone, rather than focusing on those areas that match their skillset and experience, or more importantly where they can add the most value. Much like medical professionals, the team at Wattle are laser-focused on both the investment and emotional impacts of retirement, which are significantly different than at every other stage of one’s life. At Wattle Partners, you know what you get, and more importantly, you gain access to the experience of advising hundreds of retired families over the years.

We aim to make the process as straightforward as possible. On contacting Wattle Partners you will receive an email detailing this process in more detail, along with providing a copy of our Financial Services Guide and Privacy Policy, both important legal documents. We will also ask you to complete a confidential fact finding questionnaire. Upon receipt, we will arrange a meeting to discuss your objectives in receiving financial advice, and subsequent, provide a quotation for a statement of advice or SOA. The costs are outlined in our Financial Services Guide.

Depending on the level of service required, clients can choose the level of involvement they desire. Some clients wish to have an active role in decisions being made such as asset allocation, while others prefer to outsource investment decisions to our in-house advisory team. This service is tailored towards clients that do not have a strong knowledge of investment markets, portfolio construction, experience with investing or simply lack the time to manage their financial affairs effectively.