Holistic financial advice

All of our partners and private wealth advisers have formal qualifications in financial advice and enhance their knowledge and skill through continuing professional development. We are qualified and licensed to give expert advice on shares, bonds, debentures, options, managed funds, insurance, superannuation, margin lending and credit as well as on estate planning and the tax implications of investment strategies.

Our thorough, consultative process allows us to gain a 360 degree understanding of your personal circumstances and work with you to articulate your key value drivers. A focus on what is important to you and your personal, professional or business objectives lets us help you build and preserve your personal wealth in the way that is best for you and your family.

We include all the family assets in our planning, including assets not subject to our advice. This approach integrates our advice into your total financial position.

Not being associated with a major financial institution, such as bank, insurance company or fund manager, allows us to recommend a wide range of investment solutions, tailored to the specific needs and objectives of our sophisticated client base.

The investment solutions offered by many firms in the private wealth sector are limited due to their ownership structure or affiliation. In contrast, we have unrestricted access to investments and may include an allocation to any of the traditional or alternative asset classes in your personal financial strategy.

Our advice draws upon our 30 plus years of history in financial markets. The members of our investment committee have almost 200 years of financial services experience amongst them.

The committee is supported by our internal research team and can draw on the expertise of external research providers from across the globe in addition to leading industry experts and prominent Australian and international economists.

We have a long history of using in-house research to generate bespoke investment opportunities for clients. Our investment strategies are rigorously scrutinised using both qualitative and quantitative methods.