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Wealth Management that
revolves around you

Whether you are an experienced or inexperienced investor, we create a personal service around you

Private Wealth Management

  

Private Wealth Management

We will look at the ‘big picture’ and manage your wealth beyond just your investment objectives. We look at your long-term aims – both financial and lifestyle.

  • You can be confident that we will work with you to build exactly the relationship you want
  • We will always keep you informed about your portfolio and its performance
  • We can discuss whether you want updates face to face, by phone or by email
  • Your wealth is in specialist hands, as we focus solely on wealth management
  • We will design a unique portfolio that meets your individual needs and matches your attitude to risk
  • We have a long track record of delivering consistent investment returns

Find out more

  

About us

We have successfully grown our business and reputation over the years. Now, in Australia - our investment professionals manage and administer over $1 billion (as at 30 November 2017) of assets.

Our core wealth management services include portfolio management, portfolio administration and broking services.

Find out more about us

  

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