Individually Tailored Wealth Solutions

Private Wealth portfolios exceeding $1 million have specific needs. We offer our clients the potential for much broader superannuation, investment and administration advice.

Advice Opportunities

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.

Services Provided

Private Wealth is able to provide you with access to a broad range of services which may include:

  • Direct Equities
  • Government Debentures & Bonds
  • Managed Funds and Investment Planning Advice
  • Standard Margin Lending Facility
  • Self Managed Superannuation Fund Advice
  • Retirement Planning Advice (Allocated Pensions & Annuities)
  • Superannuation and Rollover Advice
  • Personal Insurance Advice (eg: Life, Trauma and Income Protection Insurance)
  • Business Insurance Advice (eg: Keyman Insurance and Business Succession Planning)

Our team will consider all aspects of our clients affairs including Tax Implications and Retirement Planning.