Our Financial Advice team is there to give our valued private clients full financial security and peace of mind. We tailor our financial advice to every client’s individual circumstances, ensuring they can continue to enjoy their lifestyle and cater for all their needs secure in the knowledge that their money is in good hands.
Helping Australians grow and protect their wealth
We;ve been trusted by Australian individuals and families to grow and protect their wealth for over 130 years. Many of our Financial Advisors have served generations of the same family, and we take pride in the close and personal relationships we build with our valued clients.
As Australia’s leading trustee company, with expertise across myriad financial services areas, we have a wealth of well-established teams and resources that we draw on to provide you and your family with the best financial advice.
First and foremost, our advice is carefully developed through consultation with you, the client – we will get to know you, your needs and plans, and what you want to spend money on now and into the future.
We then also consult internally with client service officers and private managers as appropriate to ensure that the financial strategy we develop for you is truly robust, well-suited and future-proofed.
Portfolio Management Services