Orchard Wealth Solutions
At Orchard Wealth, we’re proud of the strong reputation and trust we’ve earned within the community—built on a foundation of high service standards and the quality advice we provide to our clients. As a Hobart-owned and operated financial advice firm, Orchard Wealth is home to a team of highly experienced and qualified specialists dedicated to helping you achieve your financial goals. With clients located across Tasmania and beyond, distance is never a barrier. Our top priority is to support you in reaching your financial and lifestyle aspirations—so you can enjoy peace of mind, knowing your finances are in capable hands.
Our Mission Statement
Our Clients
Our clients are placed at the forefront of everything we do.
Our People
We pride ourselves on the quality of our people and our culture. We love what we do and enjoy ourselves along the way.
Keep it Simple
We truly believe that simple is better. We take complicated situations and break them down to develop straightforward and effective outcomes for our clients.
Fully Transparent
We pride ourselves on our transparent fee structure. We do not accept investment commissions or kickbacks from product providers. Our advice is based on genuine fee for advice. Our quote = our fee.
Principles of Professionalism
The six principles of professionalism set out the minimum professional practice and ethical standards for members of the AFA when providing financial services. The central objective of the code is the achievement of good consumer outcomes and fostering and enhancing the professional reputation of financial advisers. AFA members must abide by the six principles, the broader Code of Conduct and the AFA Constitution and By-Laws in addition to their obligations under the Corporations Act 2001 (Cth) and all other laws and regulations that apply to financial advice businesses.
Integrity and Professional Conduct
Act with the utmost integrity which encompasses the highest standards of professional conduct, honesty, and ethics.
Best Interests
Act in the best interests of your clients in seeking to extend and secure their financial wellbeing.
Conflicts of Interest
Do not allow conflicts of interest to influence your actions inappropriately. Always place the client’s interests before your interests.
Informed Client Consent
Educate your clients on financial matters and help them to understand the decisions that they are making.
Service Standards
Provide professional service that is aligned to your clients’ circumstances and your agreements with them.
Professional Expertise
Strive to achieve high standards of professional expertise by maintaining and improving your knowledge and skills, and those of your staff.