our services

PRIVATE WEALTH
MANAGEMENT

 PRIVATE WEALTH MANAGEMENT AND THE ADVISER COLLECTIVE

PWM is a service for Professional sports persons, media personnel and performing artists whom earn a unique high income that are looking for a simple and easy solution to managing their financial affairs.

We want to work with you, not just tell you what to do, to provide a tailored service addressing all your financial needs.

Why? So you can continue performing at your best in your profession whilst we take care of all the heavy duty admin and financial affairs to ensure it is looked after for you, and particularly, so it is still there when you are ready to enjoy life outside of work.

We will be liaising with your other professional advisers as required, to assist you in achieving the best possible outcome for your money. What is often seen as overwhelming and confusing due to the level of time required, we will make feel simple and easy with our years of education, training and experience.

We are not seeking a transaction but an ongoing relationship. Whilst our first meeting will be about getting to know you, we will meet and update you twice per year and then any ongoing discussions at your request.

Whilst you are caught up in the moment in your skilled profession, we need to plan for life after your career ends. Sometimes you don’t get to decide when this happens, your body decides this for you, therefore through our specific approach we ensure that when you perform your last show or play your last game you have an abundance of wealth waiting for you.

WHAT WE DO:

  • Project Manage: We stop you having to repeat your story to different professionals numerous times by co-ordinating with your accountant, solicitor, mortgage broker, insurance broker and other professionals to support you with achieving the objectives you set.

  • Investment: Ideally you want your money to be working for you, so rather then sitting in cash we will find investments that you are comfortable with and can watch your assets grow placing you in a better position financially when you retire.

  • Superannuation/Retirement: Not something that first comes to mind when you talk money because we do not get access to it until later in life, but it is Australia’s greatest tax environment. We will find the best retirement vehicle for you so when your time is done you have the choice of how much you work and reduce the tax you pay at the same time.

  • Tax: Australia has one of the highest marginal tax rates in the world, so what we want to do is reduce the amount you pay and put that back in your pocket.

  • Administratively: We will take the headache away from all the administrative paperwork. We will explain as much (or even as little!) as you would like to know, rather then bore you with the black and white.

INVITATION

Once we have had our initial meeting and obtained a holistic understanding of your current situation, plus an idea of where you want to go, we will offer you a formal invitation to join The Adviser Collective as a PWM client.

We will make sure we completely understand what you want to achieve in the future and we will illustrate the value we can add and how we can get there together.
To legitimise our recommendations we will document all of our strategies in an advice document specific to you and explain it in a simple to understand manner.
Then we implement the strategies on your behalf and monitor the process all the way through.

GET IN TOUCH

Annual Reviews and Ongoing support

We believe in building a relationship and not a transaction. We will meet minimum twice a year to inform you where you are up to and how you’re performing financially but if you require or want to speak with us anytime you will have unlimited access at your fingertips all year round and while you’re on the go.

We will work with you and adapt to any changes that need to be made at any given time to ensure your vehicle is moving in the best interest of you.