Your investment portfolio should be tailored and aligned with your risk tolerance, financial goals and objectives. We aim to maximise after-fee and after-tax returns for the amount of risk that is appropriate for you to assume. We do this through aligning your portfolio to dynamic market conditions, reducing volatility with broad diversification, and investing in low-cost investments (direct equities) and specialist fund managers.
We want you to understand the risks, implications and rationale of decisions. We then attempt to put the probability of success in your favour by applying academic principles based on our expertise, sound research and past experience. The economy and financial markets are rarely static, nor is your life. Our experienced team of professionals is there to guide you along the way.
Our financial plans are customised to you, reflecting your needs and values which grow over time. We communicate with openness, clarity, honesty and thoughtfulness at all times – with ourselves, with our clients, and with all of our stakeholders. Your financial plan will generate confidence... leading your life in the direction of your choice.
Jared has worked in the financial services industry since 2003 and is the Managing Director of Moneta Wealth. Jared specialises in investment, superannuation, taxation advice, risk management and retirement planning.
Jared has a Bachelor of Business degree from RMIT University, an Advance Diploma of Financial Services, ICFS (SMSF) qualification through the University of South Australia and Diploma of Mortgage Broking and Finance.
Darrel Steer is a Business Adviser to Moneta Wealth Management. Darrel has worked in the financial services industry for over 15 years and was previously a Director and Senior Adviser for a financial planning firm for over 10 years.
Darrel’s experience and knowledge in superannuation, insurance and investments is extensive and he is a valuable mentor to our team.
Stephen Downes is the Business Development and Relationship Manager at Moneta Wealth Management. Stephen has worked in the financial services industry for over five (5) years, specialising in business development and sales.
Stephen looks forward to working with clients and your business to create long lasting relationships.
We currently have two designated customer service staff at Moneta Wealth, who bring with them years of experience in the financial planning industry. The customer service staff are familiar with you as a client as well as with your investments and risk profile.
The customer service team will be your first point of contact for day-to-day queries.
