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Feeling let down by your current Financial Adviser?
Switch to personal, transparent, and proactive Financial Advice — it’s easier than you think.
Considering switching advisers?
Are you experiencing any of these with your current adviser?
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Poor communication or slow response times
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Unclear or high fees
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Lack of personalised service
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Dissatisfaction with investment performance
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Feeling like “just another number”
You deserve better.
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Why Switch to Staden Financial Management?
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Personal Attention: We treat every client as an individual, not a number.
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Transparent Fees: No hidden charges — our costs are always clear.
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Proactive Advice: We reach out regularly with updates and opportunities.
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Tailored Strategies: Your goals, your plan — no one-size-fits-all solutions.
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Easy Switching: Our team handles the process, making your transition seamless.
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Ready for a Better Experience?
Book your free, no-obligation review today.
Let’s discuss how we can help you achieve your financial goals — and how easy it is to make the switch.​
Switching FAQ
Is switching difficult?
No. We handle all the paperwork and will keep you informed every step of the way.
Will I lose access to my investments?
No. We ensure a smooth transition with no disruption to your portfolio.
Is there a cost to switch?
There are no upfront fees to switch but we do charge an annual management fees. The majority of our clients have found that switching reduced fees rather than increasing them. Your initial review is completely free. We’ll explain all fees clearly before you decide.