We provide investment advice and portfolio management services to a range of clients including small to medium business owners, executives, medical professionals and retirees. Working together with the superannuation, tax and structuring specialists within Pitcher Partners, we are able to provide our clients with holistic strategic advice that ensures optimisation of their investment, risk, tax, family and philanthropic objectives.
Pitcher Partners Wealth Management operates under its own Australian Financial Services Licence (AFSL No. 357636). We are authorised to provide advice and deal in a broad range of asset classes, financial products and securities including listed securities, managed funds, deposit products, debentures, bonds, derivatives, life products, retirement savings and superannuation products.
There are very few investment advisors that can claim true independence. The investment advice and wealth management market is complex and dominated by investment advisors with links to related product and service providers. We believe clients deserve the best advice possible, free from any bias. We are not owned by, or associated with, any provider of financial products. We are a fee only practice – we do not retain any commissions or any other payment from third parties.
Our clients receive advice that is independently researched, provides a wide choice of investment products, strips out unnecessary layers of administration and is fee only with no hidden commissions.
We make individually tailored recommendations to you that are firmly focused on your best interests.
Nationally Recognised Investment Advice
We take the confusion out of the decision-making process by providing our clients with fully independent investment advice from market experts with a full knowledge of the client’s complete business and financial situation – not just their investments.
The scale of the client assets across the Pitcher Partners affiliated firms enables us to source sound investment opportunities and comprehensive market research on attractive terms.
Pitcher Partners Wealth Management leverages off the resources of the Pitcher Partners network including access to a team of 6 investment research professionals.
David Lane, Director of Pitcher Partners Wealth Management, has been nationally recognised as one of Australia’s best financial advisors. In 2014 and 2015, David was a finalist in the IFA Excellence Awards in the Investment Advisor of the Year category. In 2015, he was also a finalist in the Industry Thought Leader category of the IFA Excellence Awards.
David is regularly sought out by the media for his opinions on financial markets, economics and investments. In addition to being quoted in the national print media, he has also featured on Sky Business.
Portfolio Management Service
As investment specialists, the Portfolio Management Service is our core offering. This is a fully integrated advice, monitoring and administration service for investment portfolios that take into account each client’s individual needs and objectives. We apply a rigorous approach to research and investments.
Our Portfolio Management Service is perfect for investors without the time, knowledge or inclination to manage their own investment portfolio. Pitcher Partners Wealth Management provides you with professional investment management, reporting and administration so you have the time to enjoy the other parts of your life.
Each portfolio will have different needs and objectives and our advice is tailored to take into account individual requirements for income, capital growth, ethical considerations, risk tolerance, liquidity and taxation (including the effective use of franking credits).
The service is non-discretionary, so you will always approve every investment recommendation. Our aim is to provide easy to understand, yet comprehensive investment advice, so that you can always feel confident and comfortable with all aspects of your portfolio.
The Portfolio Management Service includes the day-to-day administration and recording of investments, thereby reducing the burden of ongoing paperwork. Importantly, there are no additional platform fees and all investments are held in the name of the beneficial owner.
If you would like to find out how our Portfolio Management Service can be tailored for your individual circumstances, please contact us below.
Strategic Financial Planning
In conjunction with our firm’s specialist consultants, Pitcher Partners Wealth Management is able to provide strategic financial planning advice. This may include tailored advice on:
- Strategic Asset Allocation
- Portfolio Construction
- Superannuation Structuring
- Retirement Planning
- Treasury Management
- Education Funding
- Tax Efficiency
- Asset Protection
- Cashflow and Debt Management
- Insurance and Risk Management
- Estate Planning
- Philanthropic Strategies
If you would like to discuss your individual circumstances and how we may be able to assist in your planning, please contact us below.
Our Core Investment Beliefs
Pitcher Partners Wealth Management Pty Ltd
An Independent Investment Advisory Practice I ABN 96 142 456 559 I AFSL 357636 I