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Wealth management

Over the past 30 years we have provided estate and wealth management services to many long-standing clients, from private families and businesses to small investors all the way through to complex advice, structures and strategies for Ultra High Net Worth clients. Holding our own Australian Financial Services Licence (AFSL), we have access to all products […]

Daren McDonald, Partner

Director, Business & Private Client Advisory
Daren has over 30 years’ of experience providing accounting and tax solutions to his clients and is a leading advisor to the property industry. Daren’s experience includes: Providing advice to family owned and operated businesses Acting as executive director for companies, trustees and deceased estates Advising property developers on significant joint ventures Delivering tailored advice […]

Daniel Minihan, Partner

Director, Business & Private Client Advisory
Daniel is the Director, Responsible Manager and an Authorised Representative (476433) of the Wealth Management practice (SW Wealth) and Head of Private Clients. He has been assisting clients to align their financial strategies with their goals and values for over 20 years. He works with a broad spectrum of clients from small individuals to large […]