Private Wealth Service - The Wealth Connection

A discreet, high-level advisory partnership for those who demand more than traditional wealth management. Acting as your Private CFO, we oversee and orchestrate every facet of your financial world ensuring your wealth is protected, optimised, and positioned to achieve your ambitions for generations to come.

Overview

We take a whole of balance-sheet approach, ensuring every element of your financial world works in harmony. From strategic planning to coordinating your trusted professionals, we streamline decision making and remove complexity. Our independence means our focus is solely on your best interests, free from external incentives or bias.
Service Offering

We deliver a fully coordinated service that covers strategy, structuring, investments, lending, estate planning, administration, and intergenerational wealth transfer. Our role extends beyond advice. We manage the execution, oversee progress, and adapt strategies as circumstances evolve. This ensures your affairs are optimised for efficiency, protection, and long-term success.
Your Team & Support

Each Private Wealth Service client has a dedicated team who know their situation intimately, ensuring continuity, responsiveness, and deep understanding. This team typically includes your Principal Advisor, Back-Up Advisor, Operations Support Manager, and Administration Support, all working seamlessly to provide strategic guidance and hands-on assistance. Together, they ensure swift, informed action when opportunities or challenges arise, and remain on hand year round to support both your long-term vision and day to day needs.
Pricing

We operate on a transparent, fee for service model tailored to the complexity and time requirements of each relationship. Our investment management fees are scaled and independent of product selection, ensuring alignment with your best interests. There are no commissions or hidden incentives only impartial advice and service.
Invitation & Acceptance

Entry into the Private Wealth Service follows a detailed review of your circumstances to ensure suitability. Once engaged, we develop a tailored financial plan, then oversee its implementation from start to finish. Our process is proactive, ensuring actions are taken promptly and always in line with your agreed objectives.
Review & Monitoring

We meet formally twice a year, with additional reviews as required, to ensure your strategy remains current and effective. Between meetings, you have continuous access to our team and secure online resources. We stay ahead of legislative, structural, and market changes, adjusting your plan to maintain its relevance and impact.

The Advice Process

Strategic Discovery

We begin with an in depth conversation to understand your financial position, family dynamics, business interests and long term aspirations. This sets the foundation for a genuine partnership built around clarity and purpose.
Complete Financial Mapping

We review every element of your financial affairs, which includes personal assets, entities, trusts, superannuation, business structures, tax, cashflow and estate considerations to identify strategic opportunities unique to your situation.
Strategy Development

Using a whole of balance sheet lens, we design a coordinated strategy across investment, structuring, superannuation, business planning, tax and estate planning, ensuring each part works together to maximise long term outcomes.
Presentation of Your Private Wealth Plan

We walk you through your tailored plan, explaining each recommendation, the rationale behind it and the long term benefits it provides. This brings all moving parts into one clear and actionable roadmap.
Implementation and Coordination

Once you are comfortable with the approach, we manage the entire implementation process. This includes coordinating accountants, lawyers, bankers and other professionals to ensure each step is completed accurately and efficiently.
Ongoing Oversight and Partnership

You receive continuous monitoring, two comprehensive reviews each year, and additional meetings as required. We proactively adjust strategy as circumstances evolve and act as your single point of contact for all major financial decisions, providing clarity and confidence long term.