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:

1

Coach

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.

2

Lead

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.

3

Achieve

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

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Other private wealth division services:

Portfolio Management

Expert, tailored money management solutions.

Insurance

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.

Have questions? Give us a call now on 02 9904 1555!

Insights

If you want to learn more about Private Wealth, have a read of our latest insights.
Mind Over Matter – September 2019

Mind Over Matter – September 2019

Welcome to another instalment of Mind Over Matter, an initiative of the Stanford Brown Retiree Community! Here we summarise the monthly highlights of the articles…

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Finance 101 – There’s Always Something To Worry About

Finance 101 – There’s Always Something To Worry About

Yield curve inversions, trade wars, recession forecasts – there have been plenty of scary developments in recent weeks to be worried about. During times like…

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Fine With Fines For Foolishness

Fine With Fines For Foolishness

We’re Fine With Fines For Foolishness Nearly 18,000 Self-Managed Super Funds will receive a letter from the ATO notifying them of potential fines for breaches…

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