Individually Tailored Wealth Solutions

Private Wealth portfolios exceeding $1 million have specific needs. We offer our clients the potential for much broader superannuation, investment and administration advice.

Advice Opportunities

Our clients receive advice in the areas of Investment, Superannuation, Insurance, Asset Protection and Estate Planning.

Our senior advisers are highly experienced in the areas of Employee Share Plans, Equity Lending and Retirement Planning.

They can provide advice and ongoing Portfolio Management of Direct Australian Equity Portfolios including Debt Hybrids, Managed Funds for Global Shares, Property and Hedge Funds as well as Domestic and International Bonds. Our adviser’s role is to optimise the structure of your financial affairs with ongoing reviews to assess any changes to your circumstances.

Initial Advice

We provide our clients with advice to suit their individual needs and ensure all aspects of their affairs are taken into consideration.

Specialist Advice Services can recommend solutions from a wide range of financial institutions, helping ensure they are truly suited to your specific needs.

Strategic Advice

Our team can be engaged on an hourly basis to provide advice or complete a review for clients who like to manage their own affairs. This may include detailed portfolio analysis, superannuation or retirement planning strategies.

Ongoing Advice

Because ongoing management is essential, we meet clients on a regular basis to ensure that any changes in legislation, financial markets, and personal circumstances are considered and that action is taken where required.

Services Provided

Specialist Advice Services is able to provide you with access to a broad range of services which may include:


Our team will consider all aspects of our clients affairs including Tax Implications and Retirement Planning.
  • Direct Equities
  • Government Debentures & Bonds
  • Managed Funds and Investment Planning Advice
  • Standard Margin Lending Facility
  • Self Managed Superannuation Fund Advice
  • Retirement Planning Advice (Allocated Pensions & Annuities)
  • Superannuation and Rollover Advice
  • Personal Insurance Advice (eg: Life, Trauma and Income Protection Insurance)
  • Business Insurance Advice (eg: Keyman Insurance and Business Succession Planning)