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Advisory Shares, a strategic compensation tool for early-stage ventures, bridging expertise with equity.
Advisory Shares, a strategic compensation tool for early-stage ventures, bridging expertise with equity.
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A seemingly simple question, but finding credible answers isn’t easy. Stuart Fowler's journey to founding Fowler Drew in 2004 was driven by a personal quest for a wealth management firm that aligned with the principles he had embraced during his career as an institutional fund manager.
Stuart found himself searching for a firm that could invest his accumulated wealth using the ethical and quantitative methods he valued. Frustrated by the lack of options, he decided to create a firm that would not only manage his wealth according to these principles but also help others seeking similar solutions.
Inspired by his 2002 book, "No Monkey Business: What Investors Need to Know and Why," which highlighted the shortcomings of traditional investment services, Stuart established Fowler Drew to prioritise client interests over profits. The firm embodies a commitment to transparency, ethical practices, and goal-based investing, ensuring that every decision is made with the client's best interests at heart. Today, Fowler Drew stands as a trusted partner for individuals and families looking for responsible and effective wealth management solutions.
Goal-based planning delivers high confidence retirement spending which leads to stronger advisor-client relationships and peace of mind.
Explore a simple version of our investment and spending planner to see how it works.
Then schedule a free initial meeting with one of our experts.
When we meet, our planners will spend time getting to know your financial aspirations for you and your family and input the data into our sophisticated investment model.
The model will define a fully customised investment strategy to deliver your spending goals in retirement.
Once you have designed the retirement you want, we will deploy your money to achieve your goals.
We will meet with you at least once a year to review your plan, but we are always available to discuss your needs at your convenience.
Having delivered 100% of spending outcomes within the agreed ranges over the last two decades, you can focus on living your best life afterwork.
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The best plan is one that gives you confidence, knowing it’s designed to deliver what you need to live the life you want. It maximises the benefits you envision for your money while remaining realistic and achievable based on your resources and your comfort with risk.
Get Started >Find out how much you need to save to achieve the retirement outcomes you need and want. This will be based on an investment strategy designed and managed uniquely to deliver your planned outcomes.
Get Started >Perhaps you are spending too little, or too much. Are you taking too much or too little risk? How much would cost savings improve my outcomes? The Planner provides the answers you need to improve your drawdown plan.
Get Started >Do you require personalised wealth management with bespoke, goal-based portfolios at 35% lower than industry costs, offering peace of mind and ease in decision-making? If so, please get in touch.
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Testimonials
Carl
16,August
Carl
16,August
Design the retirement you want
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