What We Do
We take an interest in our clients and we know something about them
We bring ideas to them rather than waiting for them to contact us
We solve their problems, usually before they know they have any problems
We tell them what we’re doing; we confirm when a task is finished
We give them attention of the sort they don’t get anywhere else
We respond right away. If we can’t fix a problem on the same day, we tell them how long it will take.
We monitor portfolios constantly and make sure clients know about this
To provide investment portfolio management, advice on structuring, tax and superannuation to high net worth individuals, business owners and family groups.
Grow Your Wealth has been providing investment portfolio advice to the people of Townsville for over 27 years.
Initially John Walker started the firm in Townsvilleand was licensed under Morgan’s Stock broking before being brought out buy Joe Shelgeris in 1994, although the business fundamentally stayed the same it underwent a number of name changes as Morgan’s Stock Broking took we brought out first by ABN Amro Bank to be renamed ABN Amro Morgan’s and then by the Royal Bank of Scotland to be renamed RBS Morgan’s.
In 2005 the business was purchased from Joe Shelgeris by Jason Fittler, who had worked for Joe since 2001. Jason worked for the National Australia bank as a business lending officer after completing his Bachelor of Commerce at James Cook University, leaving the bank in 1997 he moved on the complete his CPA working as an accounting before starting with Joe Shelgeris in 2001. Jason is a Certified Practicing Accountant (CPA) – Specialist Financial Planning , hold a B:Com and Dip Financial Planning.
In 2010 the decision was made for the firm to obtain its own Australian Financial Services License and leave the Morgan’s group. Having our own financial services license allowed us to truly provide conflict free advice and expand our advice to cover areas such as tax advice and business and structuring advice. Filling a the gap between investment advisers, accountants and legal advice to provide a service where the clients financial affairs were all considered when investment advice is given providing a better long term outcome for our clients.
In doing so the name was changed for the last time to Grow Your Wealth, still focused on investing directly on the client behalf through the share market the company is now able to provide holistic advice on our client financial affairs. Grow Your Wealth goal is simple, to increase our client wealth. We do this by reviewing all aspects of your financial life and mapping out the path which will provide the overall best result for you. We consider, fees, returns, tax and structure of your investments, as we are not aligned with any dealer group we are not influenced as to what investment we recommend and ensure that all our advice is conflict free.