Private Wealth Management
As a Melbourne-based advisory firm, we specialise in serving private families, business owners, and professionals. Our clients bring established wealth and have complex needs, high expectations and are committed to taking action. Our goal is to be a trusted and valuable partner to our clients for the next 50 years.
Built on a foundation of 40 years of experience, we strive to embody three core principles:
Transparency, authenticity, and understanding
A commitment to building lasting relationships and fostering family stewardship
A dedication to delivering exceptional and expert services in all our endeavours
We specialize in advising on the crucial concepts of liquidity, longevity, and legacy. We empower our clients to make informed decisions, build momentum, and expand their professional networks. Through our expert guidance and advice, our clients attain the peace of mind necessary to create, live, and leave a lasting legacy.
Our Services
We provide tailored strategic advice, investment recommendations, and investment management services designed to meet your specific needs and goals.
Highly specialised, comprehensive strategic advice lays the foundation for all future financial decisions.
Tailored investment management solutions including access to specialised domestic and global investment opportunities.
Adopt an investment philosophy that causes no harm to the community and leaves the world in a better place.
Ensuring the “right funds” are received in the “right hands” at the “right time”.
Low cost, easy to use, professionally managed online investment portfolios.
Our Team
Executive Chairman & Chief Investment Officer
Executive Director & Head of Private Clients
Director, Private Clients
Director, Private Clients
Our Google Reviews
Latest News
Contact us
Contact us today to schedule a no-commitment consultation, available at our office, over the phone or via video call.