Private Clients and Wealth Management

Managing the wealth and private affairs of business owners, families and high net worth individuals requires an appreciation of individual circumstances and a detailed understanding of immediate needs and future financial objectives.

Whether it be ensuring the smooth transition of wealth from one generation to the next or strategic advice around wealth creation, estate planning, superannuation or retirement our private clients and wealth management team can work with you to ensure financial strategies are tailored to achieve your personal and financial goals and protect any beneficiaries. 

Private Clients and Wealth covers the following services:

  • Financial Planning

  • Financial Structures

  • Investment Strategy

  • Family Office Services

  • Superannuation¬†

  • Investment Advice

  • Personal Insurances

  • Portfolio Administration

  • Estate planning

  • Debt Advisory

  • Mortgage Broking

Financial Planning and Debt Advisory services are provided by Authorised Representatives of ShineWing Australia Wealth Pty Ltd, ABN 34 006 341 386 (SW Wealth) AFSL/ACL 236556

To download a copy of the SW Wealth Privacy and or Complaints Policy, please click the links below: