Wealth Management Sydney
For expert financial advice and wealth management services in Sydney, speak with the experienced Wealth Adviser team at Canaccord Genuity. Our Sydney Wealth Management firm is located in the iconic 25 Martin Place building in the heart of the CBD and is home to both our Wealth Management and Capital Markets teams. Partnering with Canaccord Genuity allows you to benefit from our local expertise and global reach, and provides direct access to our unique market insights and commentary.
Our Financial Services in Sydney, NSW
Our private wealth management clients benefit from a holistic, long-term approach to wealth creation, management, and preservation. We start by understanding your situation, goals and risk tolerance, to ensure the advice we provide is appropriate to your unique circumstances. We then work closely and collaboratively with you to manage your investment portfolio, with the option to formally review your strategy at agreed intervals.
At Canaccord Genuity, we offer a strategic approach to building wealth through our investment management services. Our experienced Wealth Advisers in Sydney can design a personally tailored portfolio with a sophisticated mix of investments diversified across a range of asset classes. Using the benchmarks provided by our strategic asset class allocation model as a foundation, we can then apply a tactical positioning overlay to determine the appropriate weighting in each asset class to suit your unique objectives.
As a full-service Sydney stockbroking firm, we offer a broad range of stockbroking services designed to meet the varied needs of our clients, including Australian and international share trading, access to new share issues and IPOs, 708 investor opportunities, and quality in-house research. Our strong reputation and commitment to building long-term relationships has helped cement our position as one of Australia’s premier stockbroking companies.
Create a roadmap for your financial future with Canaccord Genuity’s financial planning team. Our financial planning services are designed to complement the other investment services we offer, as part of an holistic approach to Wealth Management, and include money management, SMSF advice and retirement planning, insurance solutions, legacy and estate planning and aged care advice.
Contact Our Sydney Office Today