Private Wealth Clients

Our services include comprehensive financial and investment planning as well as ad hoc advice. We assist our private wealth clients to build an investment portfolio which will fulfil their financial goals throughout their life and ensure that they are protected for life’s unexpected events.

Comprehensive financial planning is for people who wish to ensure their
complete financial strategy is fully integrated, who require ongoing guidance and advice and who value working with well qualified professionals.

Our comprehensive financial planning service includes advice on all aspects of your personal finances, from savings and investments to super, life insurance and tax planning. Once you become a client, we will produce a written Financial Plan for you, detailing how you can make your finances more efficient. This includes a meeting to discuss the results of the planning exercise. We will then help you to implement our recommendations, thus providing an end-to-end, ongoing service.

Our fees are based on the required level of service of the client along with their goals and

If you would like further information about this service please email or phone us on 08 8364 7100

I would like a review of my existing portfolio

I need help to consolidate my super

I need help with my shares and/or investments

I need insurance but not sure how much

General query about financial planning