Private Wealth

It’s never too soon (or too late!) to start building your wealth.

Having big goals in life is what keeps it interesting. But big goals are just pipe dreams without a plan. Whether it’s a house, a business or a boat, your dreams require an action plan to ensure they become your reality.

Regardless of age or stage, our expert wealth advisory team will set you up for success and security. You may be:

• The main bread winner in your family who wants comfort in knowing your family will be looked after should your income cease for any reason
• An entrepreneur who needs strategic financial planning to grow your business
• A soon-to-be retiree who wants all your ducks in a row, ensuring your investments are working hard and you can enjoy this phase of your life comfortably.

Whatever phase you’re in, it’s never too soon (or too late!) to get smart financial advice with an action plan. Our expert team will tailor a strategy for you that aligns with your goals and takes into account your lifestyle aims, incomings and outgoings, and the legacy you wish to leave behind.

We can help you with:

• Investment Advice
  The level of risk you can endure, coupled with your goals, will give us a great place to start building your investment strategy. Everyone’s taste is different!
• Superannuation
  There are many ways to structure your super. Let us give you the best advice so your retirement becomes something to look forward to, not dread.
• Goals-based Financial Planning
  Everyone’s goals are different. Travel, a holiday home, a vintage car. We’ll get to know what spins your wheels so we can keep you on track.
• Life Insurance and Income protection
  Insurance may be boring, but life gets a heck of a lot more interesting (in a bad way) if you don’t have it and need it! Let us take care of this quickly and quietly so you can get on with the fun things in life.
• Estate Planning
  Where there’s a WILL there’s a way. Plan cleverly for the management and distribution of your assets when you pass on. Make sure your legacy befits your life!