Private Wealth Services

A comprehensive offering for successful individuals and families that puts your entire financial house in perfect order.

How we help you

We discover what's important to you, then develop comprehensive and sustainable solutions to ensure your financial vision is realised.

Our team of experts, with their depth of experience and understanding, proactively advise you on all the financial strategies that are important to your success. Our comprehensive values-based financial planning process ensures every financial aspect of your plan is considered, every single year.

By delegating to our team of experts, you are free from the burden of administering your personal finances and the worry of changing legislative, economic and financial conditions. This leaves you with the freedom to focus on the other things in life that are important to you.

Our relationship with you is for the long-term, with more than 40 percent of our clients engaging our services for at least a decade, and in some cases inter-generationally.

For us, it's more than business, it's personal. We take great pride in seeing the positive impact our results have on the lives of our clients and their families.

Our services

Our key Private Wealth services are designed to put your entire financial house in perfect order:

Managing sophisticated financial strategies in an increasingly complex financial environment requires experience, forward thinking, and technical expertise. We co-ordinate your team of highly skilled industry professionals to oversee your personal wealth plan and deliver the perfect balance of strategy and financial intelligence.

We take the time to understand and recommend only those investments that are true to our value based investment philosophy. As a privately owned firm with no financial ties to institutions, our investment universe is not restricted, so we can select the best solutions for you.

We meet with you regularly and provide progress reports so you know you are on track to achieve your goals. This gives you the highest level of confidence possible in your financial future.

We work closely with you to develop and implement a step-by-step plan of action giving you the highest probability for achieving your goals and actualising what's important to you. Your Greatest Probability Strategy (GPS) is reviewed and updated at regular progress meetings to ensure your plan is no ordinary financial plan, but a living plan with measurable milestones.

The best financial decisions are made when you align your financial choices with your most important goals and your most deeply held values. We develop your personal Financial Road Map so you have a clear perspective of where you are going.

We help you determine whether philanthropy should form part of your plan for living your life with purpose. From including next generations to strategies ensuring maximum benefit for the community, we understand best practice technical strategies, philanthropic structures, and regulatory compliance.

Our People