Private wealth

Success brings new opportunities, but it also creates new challenges. As your financial situation becomes more complex, you need sophisticated strategies and personal financial advice to make the most of your growing wealth and safeguard the prosperity you’ve worked so hard to create.

We specialise in helping successful professionals, executives and business owners extend and protect their wealth, with tailored investment planning, astute portfolio management and specialised strategies including trusts, self-managed super, gearing and tax-effective investments. So you can enjoy life now, while building on your success in the future.

“Change your life today. Don’t gamble on the future, act now, without delay.”
Simone de Beauvoir

Personal financial advice to manage your wealth

In the section below you can learn more about the Private Wealth services that Calibre Private Wealth Advisers offer. If you have any inquiries, please contact us.

Wealth planning and accumulation

What do you aspire to in life? Whatever your objectives, a comprehensive, personalised wealth plan can help you reach them sooner, with less risk.

Investment planning

When you live a rich and active life, it can be difficult to give your investments the attention they deserve, especially when markets are volatile. We can help you navigate the complexities of today’s investment markets and build a portfolio that will stand the test of time.

Lending and debt management services

We can help you secure cost-effective finance, then keep borrowings under control with accelerated debt reduction strategies.

Managed well, gearing can multiply your returns and create new opportunities to grow your wealth. Managed poorly, it can undermine your long-term financial security. We can advise on the appropriateness of a gearing strategy to enhance your wealth over time.

Cashflow management and budgeting

Keeping track of cashflow can be challenging, especially when you have a growing investment portfolio generating multiple income streams. We’ll help you understand and manage your cashflow tax-effectively, so you can be sure your money is working as hard as you do.

Lifestyle protection

As you build on your success, it becomes increasingly important to protect the wealth you’ve worked so hard to create. We can help you safeguard your family’s financial security, now and in the future.

Portfolio structuring and tax management

Whether you prefer a trust, an SMSF or a holding company, the structure you choose for your investments can have a significant impact on your after-tax returns. We specialise in complex advice spanning a variety of structures, including companies, partnerships, self-managed super funds (SMSFs) and family trusts.

We can help you select the optimal structure for each element of your portfolio, tailoring your chosen vehicle for your personal circumstances and long-term objectives. We can help you select the right structure for your unique situation and maximise the benefits with a disciplined approach to tax planning.

We will always consider the bigger picture and where necessary engage and hold accountable external subject matter experts in areas such as accounting, tax and legal to help implement your strategy.

Business management

Your business is the key to your family’s current lifestyle and your future prosperity. But are you making the most of that potential? We can help you unlock the value you’ve worked so hard to build, so you can enjoy life now and in the future.

Super and SMSF establishment & advice

With its built-in tax advantages, superannuation is a powerful vehicle for long-term wealth creation, despite growing regulatory complexity. We can help you make the most of the opportunities super has to offer, so you can enjoy the retirement lifestyle you’ve always looked forward to.

If you are looking for greater investment choice and control, a self-managed super fund (SMSF) may be an attractive choice. We’ll help you manage the complexities of setting up and administering your own fund, developing a personalised investment strategy that maximises your opportunities, while keeping risk under control.

Financial independence

Our clients include those that are still accumulating wealth as well as those that are contemplating or have already embarked on a life after work. Importantly all clients are eager to know whether what they have accumulated or expect to acquire is sufficient to ensure they can comfortably achieve their major financial goals. We develop and implement customised strategies and provide unique and clear progress reports to clearly demonstrate whether you are on track to live your ideal life.

Discipline

Taking the emotion out of managing your financial affairs is perhaps our greatest asset provided to you. We ensure that the ‘noise’ surrounding financial strategies and markets does not result in you making reactive decisions that are not consistent with your long term plans.

Project management / Trusted adviser

As a successful executive, you’re highly motivated to succeed. Meanwhile, as your career progresses, your financial needs are becoming more complex. But how much time do you have to devote to your own finances? Your Calibre Private Wealth adviser is your Trusted Adviser, providing essential support and counsel to help you manage, extend and preserve your growing wealth

Estate planning and administration

Astute estate planning is essential to protect your family’s future financial security and ensure their lifestyle isn’t impacted by unexpected legal or tax implications. We can help you transfer your wealth smoothly and tax-effectively, so you can leave a lasting legacy for those you care about most.