Protecting and growing your wealth
Promenade Wealth Management is a privately-owned financial advisory practice based in the South-West town of Busselton, Western Australia.
We service clients in locations including (but not limited to) Busselton, Bunbury, Dunsborough, Margaret River, Augusta, Harvey, Collie, Bridgetown, Albany, Perth and many places in between.
We provide highly personalised financial advice, solutions and services to a wide range of clients from all walks of life. Many are successful in their own right, and with busy professional and personal lives they recognise the value in working with a qualified professional who can simplify the complexity of their financial affairs.
Financial planning can often be complex, and that’s why our Principal Adviser, David Fleming maintains an ongoing relationship with clients and uses his experience and expertise to help them deal with obstacles that arise while putting them on the path to financial success.
To find out more about David’s services, please find his adviser profile here
“The advice I give to my clients is the same advice I would give to my family. If it doesn’t pass that test, it’s not good enough.”
Financial Planner & Director
Josh has been working in financial services since completing his tertiary education at the University of Western Australia in 2014. Since that time Josh completed his Diploma of Financial Services (Financial Planning) & Advanced Diploma of Financial Planning, as well as satisfying the FASEA education regime. Having previously worked a number of roles within financial services, Josh joined Promenade Wealth Management in February 2021.
Josh’s expertise is in investment management including personal investments, superannuation & retirement planning as well as personalised protection portfolios. Josh’s aim as a financial planner is to help his clients articulate their goals and work with them to most effectively achieve them, over the short and long term. Frequently outdoors and on the move, Josh spends his leisure time running, cycling, swimming, playing football and enjoys winding down at the beach.
To find out more about Josh’s services, please find his adviser profile here