Private Wealth

At Stanford Brown, we’re in the peace of mind business. We’re across it all, more than just the numbers, so our clients don't have to be.

We provide a complete range of Private Wealth services to help you create wealth, protect the wealth that you create and plan the transfer of that wealth to your family at the right time.

Quality advice that transforms lives

For over 30 years we've empowered Australian families with the future they want, because quality advice transforms lives.

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How we can help you

Professional Investment Management

Specialist investment office > Personalised portfolio construction > Wholesale & institutional investment advice > Responsible Investment Policy >

Asset Structuring & Protection

Superannuation, Trusts & Corporate Beneficiaries > Holistic asset structuring & optimisation > Finance > Tax planning & advisory > Specialist personal & business insurance advice >

Life Transitions & Family

Transition from full-time work > Capital events, business exits & windfalls > Separation, divorce & blending families > Losing a partner > Planning for aging > Intergenerational wealth advisory > Family advisory & philanthropy >

Wealth Administration

Financial management and coordination > Tax returns & SMSFs > Managed accounting & bookkeeping > Employee Share Schemes > Executive Wealth Programs > Expatriate wealth >

Unsure what to expect?
There’s no formula, but every
financial plan has a plan.

We’ve outlined the process here.

They choose Stanford Brown

"We've been very impressed by Stanford Brown's openness, transparency, proficiency and their overall ease-of-use. They're friendly, honest and they explain things - they treat you like a human being."

— Mark S.

"I feel safe with the Stanford Brown team and my own advisor. These are very difficult times, and I feel my finances are in good hands. I am reassured, which is really important to me, and my advisor is very responsive, anytime, any question."

— Joanne R.

Contact us about a discover meeting

We'd love to meet you and see how we can help you achieve the future you want.

Contact us