About Us
At Camilleri & Associates we recognise that you, our clients, are unique, that you come from different backgrounds, and that what you are looking to achieve personally and financially, your needs and priorities, can vary enormously. We all know that our financial focus shifts with time, and with events and changes in personal circumstances, whether planned or unexpected .
That is why we believe that the first stage of client advice and our most important role is not directly concerned with actual financial advice at all, but with helping you understand and make the most of your financial resources.
So, we like to meet you and take the time to gain a thorough understanding of your circumstances, what you want from life, your future plans, objectives, and concerns. Together, we will analyse your financial arrangements and make recommendations as to how your existing finances can be utilised, and from there identifying any shortfalls between where you are now and where you want to be, so that the priorities for consideration are clearly defined and we know what we need to deliver to you.
When we then have a through understanding of your requirements and objectives and having considered your risk and reward profile, we conduct thorough research and prepare a detailed, structured report specifically tailored to your short and long-term objectives.
To meet with us will cost you nothing and put you under no obligation we'll simply discuss what you want and need, provide expertise and guidance and, if you like what we propose, we'll put it into action.
But we don't just leave it there . once a portfolio is set up, we'll meticulously review and manage its performance, ensuring that you're are kept up to date and informed and freeing you up to spend your time doing what you like best, in the knowledge that your financial planning is under control, that you don't have to worry about the what ifs' and that you can, instead concentrate on achieving your goals.