Contact us

Our clients come from diverse backgrounds but all share a story of success.
We cater to the diverse needs of our clients by providing a spectrum of advice, from the flexibility of 'Execution-only' service for wholesale and institutional clients, to the dedicated attention of Comprehensive Advice.

  • “I like to choose my own investments from the universe of opportunities. Provide me with access to wholesale and unique offers”

    Self-Directed

    We provide open access to best-in-class investment opportunities, supported by streamlined custody, ongoing due diligence and the global reach of Westpac Group.

  • “I know what I need, but I’d like you to connect me with the investment universe, while providing general explanations of investments”

    General Advice

    Together with access to extensive opportunities, we can share exclusive insights bringing the vast resources of Westpac’s network to you.

  • “I have some of my needs covered, but for a specific part of my wealth I’d like you to help me understand my situation and assess my options. ”

    Issue-specific Advice

    We engage leading specialists from our extended network to provide wealth solutions specific to your need.

  • “I'd like a comprehensive assessment of my financial picture, recommendations and advice, as well as help with managing my wealth.”

    Comprehensive Advice

    We provide the dedicated attention of comprehensive advice – helping you manage, grow and protect your wealth.

  • “I like to choose my own investments from the universe of opportunities. Provide me with access to wholesale and unique offers”

  • “I know what I need, but I’d like you to connect me with the investment universe, while providing general explanations of investments”

  • “I have some of my needs covered, but for a specific part of my wealth I’d like you to help me understand my situation and assess my options. ”

  • “I'd like a comprehensive assessment of my financial picture, recommendations and advice, as well as help with managing my wealth.”

Self-Directed

We provide open access to best-in-class investment opportunities, supported by streamlined custody, ongoing due diligence and the global reach of Westpac Group.

General Advice

Together with access to extensive opportunities, we can share exclusive insights bringing the vast resources of Westpac’s network to you.

Issue-specific Advice

We engage leading specialists from our extended network to provide wealth solutions specific to your need.

Comprehensive Advice

We provide the dedicated attention of comprehensive advice – helping you manage, grow and protect your wealth.