What is Private Wealth Management?

To us this means highly personalised, built for your specific needs, transparency, a dedicated Account Manager and Adviser for a long term one-on-one relationship, ie not a commoditised tick box service (that’s not us).

We have large scale, highly competent research providers employing top economists and research providers providing us with quality information to form our quarterly strategic outlook for investment markets.

Our investment platform with AMP Financial Services (WealthView) use their own economist and external providers such as Mercer who is a global investment research house employing over 50,000 people globally with expressly the purpose of researching investments and investment specialist funds, categorising and supplying this information to our investment platform to ensure we have the best A grade investments to use in your portfolio, and to rebalance or change if required to achieve the strategic objective and returns to meet your specific needs. (That’s what “Private Wealth Management” means to us).

To further broaden our investment offer and options to benefit our clients, we also use Booster who have their own investment specialists and employ different external research providers.  We also use OneAnswer (owned by ANZ) which has a broad range of alternative and additional managed funds including Direct Shares and Direct Bonds that can be purchased and registered on the system.

We do all this offering you the protection of going through all the appropriate steps required by the “Financial Markets Authority” to give you confidence in what we do in the financial markets.

If you would like to learn more about this process, please Contact Us today

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