How we work

At Turbin Wealth Management, our mission is to: help our clients make smart choices about their money, so they can create better futures for themselves and their families.

Martin Turbin, Managing Partner of Turbin Wealth Management understands that every client has a unique situation and needs. Our role is to help you make well-informed decisions about your investments, retirement plans and personal finances.

Our approach to financial planning optimises returns and lowers volatility. Unlike many financial advisory firms we do not believe in trying to “pick funds” ourselves. Instead we utilise expert Discretionary Portfolio Management Services for the benefit of our clients.

This means that each client has a highly qualified, full time, dedicated portfolio manager. The manager will use their considerable expertise along with the research capabilities only available to a large investment group to manage the portfolio on a day to day basis. The whole process is supervised by us as we monitor the performance of the portfolio manager at regular review meetings.

This alliance allows us to focus on what we are best at – helping you create and manage wealth. We achieve this by first understanding your goals and objectives and then preparing, implementing and monitoring a bespoke financial plan designed to take you from where you are to where you want to be.

Our clients are primarily business owners, self employed professionals, retired people and independent women. They are financially successful, experienced, and prudent investors.

While each of our clients is unique, they all have one thing in common: they want unbiased financial and investment advice from experienced professionals. Our clients look to us to preserve their capital and provide real growth in their portfolios after taxes and inflation. They have worked hard for their money and want us to help preserve, protect and enhance their financial security.

Our Approach

When you start working with Turbin Wealth Management we become your Personal Chief Financial Officer. We have the knowledge, resources and people to coordinate all of your financial affairs. Turbin Wealth Management has developed strategic alliances with key professionals who can handle your estate planning, Investment planning, even your tax planning. We believe the synergy created by professionals working together as a team is much greater than you could receive by working with any one of us individually.

Unlike many advisers, we are an independent firm with no proprietary investment products to sell. Our approach is different—we are a fee-for-service company. We found that the out-of-date commission system is actually an obstacle to conscientious advisors because it stresses transactions, which may not always be in your best interest.

Because of our fee structure—which varies depending on portfolio size, type of assets, management style, and your needs—our interests are aligned with yours. When you prosper, we prosper. But when you suffer, we suffer, too.