Panoptic is a boutique, client-centric wealth management firm. Formed from the amalgamation of two successful financial planning businesses, Panoptic is privately owned, so we’re free from partnerships that would influence our decisions and advice to you.
Our experience and expertise are reasons why clients seek our advice to guide them through the inevitable highs and lows of the financial markets, to help preserve and grow their wealth to achieve their long-term goals. We provide astute, tailored financial solutions to help clients achieve their goals and create a secure financial future for themselves and their family.
David Reynolds formed Panoptic Wealth to provide clients access to an even greater depth of knowledge and expertise. David is a respected financial industry professional with experience spanning over 20 years. David’s experience and client relationship history, provides you, the client with an opportunity to partner with tried and tested success in the industry.
Panoptic Wealth Philosophy
The culture of our firm is based firmly on the following principles:
We place the interest of the client first, at all times acting honestly and with utmost good faith.
Strong Client Relationships
We aim to deliver an exceptional client experience through long-term relationships built on trust and mutual respect.
Professional & Ethical
Our team of professionals are of the highest quality. All of our advisors are encouraged to pursue the highest educational standards for the industry.
Highly Researched Investments
The investments we recommend are well researched and regularly reviewed to ensure they are the most appropriate solutions for our clients.
1. Goal setting
We take the time to really get to know you and what’s important to you. We’ll discuss your short and long-term goals and how we can work together to help you achieve them.
Before we can get you where you’re going, we’ll need to know where you’re starting. We’ll conduct a thorough review to get a clear picture of your current financial situation.
Our financial experts will develop a plan that’s clear, concise, accurate and most importantly, achievable. Our holistic approach means you don’t need to use multiple providers.
Our in-house investment committee focusses on continually reviewing investable assets both domestically and internationally. This ensures we are managing market risk at all times so your portfolio is consistently achieving realistic returns.
Panoptic offers our clients a managed portfolio service that is overseen by our investment committee. That allows us to use external money managers to assist in generating superior market returns with active risk management.
Whether your lifestyle changes or there’s change in the global market, our regular reviews will keep you on track. Your goals, plan and strategy can be adjusted for best results.