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 […]

Stephen Adrian

Consulting Director, Business & Private Client Advisory
Stephen has over 30 years’ experience in advising clients on finance, succession planning, capital gains tax, duty and business structures. His clients range from across the professional services, funds management, manufacturing, not-for-profit, property, shipping and transport sectors. He additionally: Has a thorough knowledge of taxation practice relating to trusts and private groups, including expertise on […]

Matthew Oakey, Partner

Director, Business & Private Client Advisory
With over 20 years’ experience, Matt works with clients in partnership to meet their business, investment and family objectives. Matthew works with many of Australia’s largest philanthropic individuals. Matthew has built a successful career in providing business and tax advice to high net wealth family group and leads our Family Office team. Matthew is passionate […]

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 […]

Colin Stewart, Partner

Director, Business & Private Client Advisory
Colin has over 30 years’ experience in assisting clients with all of their accounting and taxation requirements. Over the years Colin has worked on a broad range of clients assisting with strategic and structuring advice, commercial property management, family office requirements and meeting clients day to day accounting and taxation needs. His open and direct […]

Estate Planning

Do you have assets controlled by you, but not in held in your name? You should consider estate planning, as you need more than a Will to ensure any transfer upon your death is managed in a tax effective way. Over your lifetime you will likely build up a range of assets and wealth. Upon […]

EOFY Superannuation Contributions

Making contributions into your super can be a great way help boost your income in retirement. What’s more, the sooner you start, the greater the impact could be. With the End of the Financial Year fast approaching, here are some handy reminders of the ways you can add extra funds into your super accounts. Make […]