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Wealth Management Melbourne

For comprehensive Wealth Management services and expert financial advice in Melbourne, speak to Canaccord Genuity’s experienced Wealth Adviser team. Located in the iconic 333 Collins Street building, our Melbourne office is the Victorian home of both our Capital Markets and Wealth Management teams. As one of Australia’s premier Wealth Management firms, our clients benefit from our local expertise and global reach, as well as our ability to provide them with access to unique market insights and commentary.

 

Our Financial Services in Melbourne, VIC

Wealth Management

Our holistic, long-term approach to private wealth creation, preservation and management is based on our considerable experience servicing our Australian clients. Our wealth management process begins by gaining a deep understanding of your goals, situation, and tolerance to risk, to ensure that the advice we provide is matched to your individual circumstances. We then work closely and collaboratively with you to manage your investment portfolio, with the option to formally review your strategy at specific intervals.

Investment Management

We offer a strategic approach to building wealth through our suite of investment management services. Our team of experienced Wealth Advisers in Melbourne can work with you to create a personally tailored portfolio, containing a sophisticated mix of investments, diversified across and within asset classes. With the benchmarks of our strategic asset allocation model as a foundation, we can then apply a tactical positioning overlay to understand the most appropriate weighting for each asset class. This approach allows us to offer highly personalised wealth creation advice to suit your unique objectives.

Stockbroking

We’re one of Australia’s premier stockbroking companies, committed to building long-term relationships with our clients. As a full-service stockbroking firm, we offer a diverse range of stockbroking services to meet the unique and varied needs of our clients in Melbourne, including Australian and International share trading, exclusive access to IPOs and new share issues, opportunities for 708 investors, and quality in-house equities research.

Financial Planning

Canaccord Genuity’s financial planning team in Melbourne can help you create a roadmap for your financial future. As part of our holistic approach to Wealth Management, our financial planning services have been created to complement our broader range of investment services. Our financial planners in Melbourne can help you with money management, SMSF advice and retirement planning, legacy and estate planning, aged care advice, and insurance solutions.

 

Contact Our Melbourne Office Today

Address: Level 15, 333 Collins Street, Melbourne, VIC, 3000
Phone: +61 3 9242 4000
Email: CGAU-CGA@cgf.com