Wealth Management Perth

For expert financial advice and wealth management services in Perth, get in touch with Canaccord Genuity’s team of experienced Wealth Advisers. Located in Exchange Tower in the CBD, our Perth office is the Western Australian home of both our Wealth Management and Capital Markets teams. Our Perth 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, delivering a comprehensive approach to wealth creation.

Our Financial Services in Perth, WA

Wealth Management

For all our private wealth clients, we offer a holistic approach to building, managing and preserving wealth. Our wealth management process begins with us gaining a detailed understanding of you and your family’s situation, goals, and risk tolerance, to ensure the advice we provide is suited to your individual circumstances. We then work closely and collaboratively with you to manage your investment portfolio, with the option to formally review your investment strategy periodically.

Investment Management

Canaccord Genuity offer a strategic approach to wealth creation through our comprehensive investment management services. Our team of Perth-based Wealth Advisers can work with you to construct an investment portfolio tailored to your individual needs, containing a sophisticated mix of investments, diversified across and within asset classes. Using the benchmarks provided by our strategic asset allocation model as a starting point, we can then apply a tactical positioning overlay to discover the most appropriate way to weight the various asset classes in your portfolio, to work towards achieving your financial objectives.

Stockbroking

As a full-service stockbroking firm in Perth, we offer a wide range of stockbroking services to meet the broad needs of our clients, including Australian and international share trading, sophisticated (708) investor opportunities, access to new share issues and IPOs, and highly regarded in-house research. Our focus on building long-term relationships has helped us establish a reputation as one of Australia’s premier stockbroking firms.

Financial Planning

Our financial planning services are designed to complement our broader investment management offering and help provide a truly holistic approach to Wealth Management. Our team of financial planners in Perth are experts in helping you plan your financial future and provide range of services including money management, insurance solutions, SMSF advice and retirement planning, legacy and estate planning and aged care advice.

Contact Our Perth Office Today

Address: Level 23, Exchange Tower, 2 The Esplanade, PERTH, WA, 6000
Phone: +61 8 9263 1111
Email: CGAU-CGA@cgf.com