WARR HUNT is an independent Financial and Wealth Management firm, helping individuals and families improve their financial well-being and live their ideal life.
WHAT MAKES US DIFFERENT
It starts with understanding you. The foundation of our success is a relationship built on trust. Side-by-side, we help you make informed financial decisions.
Every relationship leads to a personalised, comprehensive plan which we craft, implement and manage. The outcome of this work is the need to manage investments.
We believe in evidence-based investing, drawing on decades of academic research. We structure and manage your portfolio to capture the returns that markets offer.
We are fiercely independent, with no affiliation to or control by financial institutions. We are paid by an agreed professional fee. Our interests are aligned to your outcomes.
WHAT OUR CLIENTS SAY
Veterinary Surgeon and Barrister, clients since 2014
We did not in our wildest dreams think that we would have completed the entire process (including a new car, improvements to and selling our current home, buying a new home, and establishing a new investment strategy) in just over three months. If you had told us at the start that we would do this, and during Stage 3 and Stage 4 lockdown, we would have told you that you were crazy.
But here we are. It is fair to say that we could not have done it without you. Thank you so very much.
Anaesthetist, age 42
The problem is that we are sole traders. I guess that is a big challenge. We cannot really build businesses.
Barrister, client since 2008
My take home message from the Royal Commission is that customers are protected from banks’ bad behaviour when they have representatives like you who are 100% independent of the banks and wholly loyal to the customer.
Alan Taylor, client since 2004
We have great confidence in your leadership, your advice and that of your team, to achieve the best outcomes. WARR HUNT is an extremely professional operation yet friendly and welcoming, a great asset and very much appreciated by us and I’m sure all your clientele.