Private Clients and Wealth Management

Managing the wealth and private affairs of business owners, families and high net worth individuals requires an appreciation of individual circumstances and a detailed understanding of immediate needs and future financial objectives.

Whether it be ensuring the smooth transition of wealth from one generation to the next or strategic advice around wealth creation, estate planning, superannuation or retirement our private clients and wealth management team can work with you to ensure financial strategies are tailored to achieve your personal and financial goals and protect any beneficiaries. 

Private Clients and Wealth covers the following services:

  • Financial Planning
  • Financial Structures
  • Investment Strategy
  • Family Office Services
  • Superannuation 
  • Investment Advice
  • Personal Insurances
  • Portfolio Administration
  • Estate planning
  • Debt Advisory
  • Mortgage Broking

Financial Planning and Debt Advisory services are provided by Authorised Representatives of ShineWing Australia Wealth Pty Ltd AFSL/ACL 236556

To download a copy of the ShineWing Australia Wealth Privacy Policy, please click the link below:

ShineWing Australia Wealth Privacy Policy

If an issue has not been resolved to your satisfaction, you can lodge a complaint with the Australian Financial Complaints Authority, or AFCA. AFCA provides fair and independent financial services complaint resolution that is free to consumers.

Website: www.afca.org.au
Email: [email protected]
Telephone: 1800 931 678 (free call)
In writing to: Australian Financial Complaints Authority, GPO Box 3, Melbourne VIC 3001