Private Wealth

Private Wealth Division

Whether we choose to accept it or not, money has a significant influence on our lives and that of our families. Over time, it is this influence that slowly cultivates our personal attitudes towards money, how we spend, how we save, how we invest, how we borrow, and how we give.

In the Private Wealth Division at Stanford Brown, we specialise in matching your personal attitudes towards money with your unique financial goals (whether you know them already or need our help to define them). Once we document these goals and have an intimate understanding of them (critical), we work tirelessly to design and maintain an integrated investment strategy that has a sole purpose of satisfying your personal goals.

Our principal aim is to provide heroic customer service and we do this in three key ways:



We bring organisation, clarity and structure to get your financial house in order. We provide you access to our network of professional advisers, built up over carefully over 30 years.



We offer an objective, expert opinion on all your financial decisions.

We provide a proactive, disciplined approach. We have the strength to hold you accountable for your commitments to yourself and us.



Our unique fewer, shallower and shorter approach to money management and capital preservation sets us apart.

Want some more information? Download Ten Golden Rules of Investment


Other private wealth division services:

Portfolio Management

Expert, tailored money management solutions.


Structure your insurances to protect against anything tomorrow might bring.

Managed Accounts

Discretionary management of multi-sector client portfolios can significantly benefit our clients.

Self-Managed Super Funds

A superannuation vehicle run by you, for you.

Estate Planning

Comprehensive inter-generational wealth transfer planning.


If you want to learn more about Private Wealth, have a read of our latest insights.
Our Covid Obsession

Our Covid Obsession

“We’re now almost addicted to the numbers every day – ‘How many new cases? How many deaths?’ – which we didn’t have with influenza and…

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Market Insights – Is Capitalism Dead? – August 2020

Market Insights – Is Capitalism Dead? – August 2020

Market Insights – Episode 21 In this month’s ‘Market Insights’ Podcast, we discuss whether the willingness of central bankers and governments to do whatever it…

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Melbourne and the importance of looking after yourself

Melbourne and the importance of looking after yourself

A message to our friends and clients in Melbourne Last week I spent much time on the phone to clients and fellow business owners in…

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