Wealth Advisory​

The structure of your personal finances along with the decisions you make can have a significant impact on the outcome of your personal wealth.

When armed with the right advice, our clients find themselves in a better financial position to achieve their life goals.

Our Wealth Advisory service encompasses far more than just money management and the placement of investments. We take a holistic approach to your situation, taking the time to really get to know you, your unique circumstances and your goals and ambitions.

Our wealth advisors work closely with our business advisory and tax teams. This allows them to analyse how investment strategies and transactions interact with tax planning and ownership structures to affect both your personal wealth and business.

With a multi-skilled team and high ratios of financial planners to clients, we are committed to providing the highest standard of service to our clients.

You will be appointed a dedicated advisor who is on hand to answer any queries, along with regular meetings and comprehensive reports covering portfolio performance.

In doing so we help our clients to make smart decisions about their money and ensure they maintain their chosen lifestyle.

How we can help

  • Wealth creation strategies
  • Financial and strategic advice
  • Portfolio administration
  • Self managed superannuantion fund compliance and strategies 
  • Estate and succession planning
  • Risk management and life insurance advice

Review & manage your portfolio

This member only area provides clients with information about their portfolio services.

Manage your portfolio >

"With long term financial plans in place, we’re now free to head off down any road in the world we want to, with a bit of money in our pocket."

Bruce and Margaret-Ann Kemp
Retirees

Service specialists

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