2009 Western Australian Winner of the Sensis Social Responsibility Award
Addwealth Pty Ltd
Established in 1999, Addwealth is a boutique financial services provider
located in Cottesloe. Since its inception, Addwealth’s investment
research process has led to investment decisions that have protected
capital, consistently outperformed industry benchmarks and avoided
collapsed investment and tax effective schemes. Addwealth’s
investment philosophy involves engaging clients in a lifestyle planning
process which creates strong relationships, loyalty and commitment to
the Addwealth value system. Because Addwealth’s clients participate
actively in their financial journey, they are better equipped to
handle market volatility, and as a result, Addwealth is experiencing
unprecedented referral levels. Building on their reputation for putting
clients’ interests first, Addwealth is now improving its technological
capabilities to expand the provision of financial services to individuals
throughout Australia, and by extension the world. So long as individuals
have access to a computer and the Internet, the potential for growth in
this business is virtually unlimited.