Private Wealth portfolios exceeding $1 million have specific needs. We offer our clients the potential for much broader superannuation, investment and administration advice.
Our clients receive advice in the areas of Investment, Superannuation, Insurance, Asset Protection and Estate Planning.
Our senior advisers are highly experienced in the areas of Employee Share Plans, Equity Lending and Retirement Planning.
They can provide advice and ongoing Portfolio Management of Direct Australian Equity Portfolios including Debt Hybrids, Managed Funds for Global Shares, Property and Hedge Funds as well as Domestic and International Bonds. Our advisers role is to optimise the structure of your financial affairs with ongoing reviews to assess any changes to your circumstances.
We provide our clients with solutions to suit their individual needs and ensure all aspects of their affairs are taken into consideration.
As Private Wealth is not tied to a single financial institution, we are able to offer the ‘best of breed’ the market can offer.
Our team can be engaged on an hourly basis to provide advice or complete a review for clients who like to manage their own affairs. This may include detailed portfolio analysis, superannuation or retirement planning
Because ongoing management is essential, we meet clients on a regular basis to ensure that any changes in legislation, financial markets, and personal circumstances are considered and that action is taken where required.
Private Wealth is able to provide you with access to a broad range of services which may include:
Our team will consider all aspects of our clients affairs including Tax Implications and Retirement Planning.