Financial Planning

For many years, D.P. Loewy & Co has had a successful partnership with Socius Wealth Management Pty Ltd, structuring tailored plans and creating comfortable financial positions for clients. Socius is a boutique financial planning firm located in Sydney’s CBD, providing wealth management, risk protection and strategic solutions to meet specific client requirements.

Advisers at Socius are authorised representatives of Hillross Financial Services Pty Ltd. Hillross is an established company that has the backing of AMP and it manages the performance of more than $10 billion in client funds. Socius are dedicated to providing professional wealth management based on solid foundations and D.P. Loewy & Co is proud to have had such a long-standing and successful partnership.

Visit Socius - http://socius.hillross.com.au/