Romeo Stefanutti

Romeo Stefanutti has 20 years’ experience in the financial services and advisory industry. His extensive experience has enabled him to develop an approach centred on understanding his clients and their priorities. Romeo firstly understands the individual needs of his clients and only then appropriately advises on the best suited risk and investment solutions tailored to each client’s circumstances focusing on capital protection, tax efficiency and capital appreciation. Romeo’s clients range from family trusts, high net worth individuals, companies and charitable organisations. As an adviser, he offers the following services: estate planning, local and offshore pension advice, retirement planning, bespoke investment portfolios, tax efficient structures and investment solutions considered in light of his clients’ financial objectives. Romeo is consistently a top performer and has achieved numerous production and quality awards over the last 21 years as a adviser, he is committed to supporting his clients’ financial well-being