Melbourne Private Wealth

Melbourne Private Wealth is a specialist firm, established to provide trusted advisory services to a select range of clients, including business owners, medical and legal practitioners and senior corporate executives; during their working and retired lives and in many cases, second and third generations. Melbourne Private Wealth proudly occupies th... e role of a Fiduciary in all its dealings, providing clients with a rare opportunity to obtain uncompromising and genuinely independent advice, free from conflicts of interest. Our approach delivers a comprehensive range of sophisticated, integrated wealth management solutions, working collaboratively with clients and other experts in related fields. At the core of our business is a fundamental belief in the value of using an empirical 'evidence based" methodology to assist in decision-making. This approach provides the framework in which we design solutions appropriate to each client's individual characteristics, circumstances and objectives. Our knowledge and understanding of capital markets allows us to think differently about investing and to embrace a more effective way of managing financial risk. Melbourne Private Wealth draws upon several decades of applied financial science to deliver practical, real work solutions to the needs of clients. Significantly, we consider investment markets to be an ally, not an adversary. Rather than trying to take advantage of the ways markets are mistaken, we consider it more prudent to take advantage of the ways markets work to compensate investors for bearing risk, whilst seeking to minimise costs and and manage tax consequences.Read More