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During times of change, we guide families and individuals to preserve and grow wealth for the long term. Our expert team will listen to your story and tailor solutions to match your aspirations. We are agile in approach and have significant experience focused on supporting clients helping preserve and grow their wealth, creating legacy for current and future generations. Along the way, we’ll draw upon the collective knowledge of local and global colleagues who consistently deliver results for high-net-worth individuals, families and family offices.
Dependable. Connected. And always personal. Our bespoke services and investment strategies allow you to move through uncertainty with confidence. And we’ll ensure you’re flexible enough to seize new opportunities whenever they arise.
A suite of services, personalised for you
We deliver all this (and more) for high-net-worth individuals and family offices.
Investment strategy framework
We can establish a governance framework to ensure your investment decisions reflect your values and your wealth objectives. Alongside you, we’ll craft an investment policy statement that specifies your approach to risk (including clear guidelines for investment exposure and risk management, your requirements for portfolio liquidity and income, as well as an asset allocation framework, decision-making processes, and investment timeframes).
Integrated services
Working with us, you’ll gain access to intel and services from a vast network of PwC specialists who are leaders in their fields. Our solutions for you will draw upon local and global experts in tax, superannuation, law, real estate, M&A and more. Whatever your circumstances and priorities, we’ll optimise your entity structure and investment choices, and give you access to unique opportunities.
Our clients
We are specialists, not generalists. Our investment services are tailored for high-net-worth individuals, families and family offices because that’s who we work with all year round. We’ve spent decades preserving and growing family wealth. And we have proven governance and communication methods to ensure a smooth, harmonious transfer of wealth to the next generation.
Fiercely independent
We maintain absolute independence and objectivity. We don’t receive benefits or commissions from investment products. Nor do we have any ownership stake in investment management firms. With PwC Wealth Services, there is no conflict – our sole focus is on your best interests: after-fee and after-tax investment returns that optimise net investment outcomes.
Nurturing the next generation
We can prepare your next generation of family members to manage their wealth confidently and prudently. Our Future Leaders Program spans personal development, governance, financial literacy, mentoring, philanthropy, and succession planning.
Managing your money for good
Together, we can develop and implement a unique investment strategy that contributes to the environmental and/or social issues that matter to you. We’ll help you define and articulate your purpose and values; create a vision for the future; and clarify the role you want to play.
Showing you the full picture
Our best-in-class reporting taps into your whole balance sheet and personal priorities. So, you’ll always know how your investment strategy and portfolio is tracking.
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Contact us
Edward Fitzgerald
PwC | Private | Director - Wealth, PwC Australia
Tel: +61 418 778 666