Superior Wealth Management Services

From their website:

Some people regard wealth management as making investment decisions with what money they may have accumulated to date. In our view, that is a very small part of constructing an appropriate financial and wealth management plan.

At Superior Wealth Management Services, we take a holistic approach. We bring together important areas such as your tax and business structures, cash flow, loans, gearing and your investment preferences to develop a strategic plan.

Primarily, we will identify what is important to you and then help you 'make smart decisions' about how to achieve your objectives.

With a recent change in business structure Superior Wealth Management Services approached DCB.NET.AU to provide basic IT services for their financial services business. Steve and Tamara Walpole both use laptops and smart phones for all their IT needs and are also highly mobile. A lightweight IT design was required that still provided a robust and secure platform for storage of confidential client documents.

Superior Wealth Embrace Cloud Computing

A Cloud services based solution was chosen. The selection criterion were ease of use, great functionality, security and cost effectiveness.

DCB.NET.AU selected Google Apps for email and calendar and Jungle Disk for network file storage. Superior Wealth Management Services have successfully completed the implementation of these services.

DCB.NET.AU loaded more than 15Gb of existing client and administrative data to the Jungle Disk Cloud service and migrated more than 2Gb of email during the setup process. Steve and Tamara were able to continue with business as usual while their existing data was loaded.

Great Cost Savings

By using our services Steve and Tamara have spent less that half that originally quoted to install a server for email and file sharing. The majority of the costs have gone towards training and support during the change in IT systems. This has improved their confidence in their IT systems and improved their individual effectiveness in their business activities.

A great result!