Perth investment advice

Personalised and professional wealth management advice, covering wealth protection, insurance, investment advice, estate planning and philanthropic objectives.

Your wealth is in expert hands

The right financial planning and investment strategy today will help ensure your wealth is protected and continues to grow into the future. Pitcher Partners Wealth WA can help you clearly define your financial objectives and establish a robust strategy to ensure they are met.

Many investors do not have the time, knowledge or inclination to manage their own portfolios effectively. Our expert advisors can make informed investment decisions for you within agreed parameters, allowing you to feel confident in your investments.

A crucial part of any financial plan is the control and management of risks, such as the impact of death, incapacity or illness. Adequate insurance cover will provide critical funding when it is needed and mitigate the long term financial impact of unforeseen events.

Protect your financial legacy

Professional advice is key to ensuring your financial legacy is protected and appropriately transitioned to the next generation. When considering your broader financial legacy, you may consider taking a philanthropic approach by establishing your own private charitable fund.

At non-for-profit organisations, board members, committees and officers often volunteer their time to benefit the community. Unfortunately, this does not lessen their responsibility and personal exposure. We aim to not only deliver great investment outcomes but also assist with investment governance, policy development and investment supervision to protect the board and its offices.

A proactive approach to suit every client

While all of our clients are different, they typically lack the time to manage their own finances. Our proactive approach to wealth and investment management is highly valued by:

High net worth individuals
High income professionals
Business owners
Family offices
Self-managed super funds
Pre-retirees and retirees
Not-for-profit organisations

Tailored wealth management solutions

Portfolio construction

Our portfolio construction is comprised of both direct investments and specialist managed funds to enhance diversification. Our portfolios are multi-asset class and can include domestic and international equities, domestic and international fixed interest and yield focused securities, domestic and international property securities and syndicates, alternative investments and cash and term deposits.

Clients can choose between the option to collaborate with an advisor in making investment decisions or delegate the responsibility under a Managed Discretionary Account (MDA) to allow the advisor to manage the portfolio within mutually agreed parameters.

Our expert advisors can assist with:

Comprehensive asset research
Risk assessment
Economic analysis
Investment selection
Management of tax and compliance requirements

Wealth protection

Our strategic financial planning specialists can assist with:

Risk management
Asset structuring to reduce personal exposure associated with third party claims
Tax management
Estate planning
Liquidity issues

Insurance advice

Our specialists offer clear advice on personal insurance, including assistance with:

Policy reviews
Management of tax implications
Cover calculations
Risk analysis
Policy selection
Implementation of structured buy and sell agreement insurance for business owners

Estate planning

Our wealth management specialists offer extensive estate planning advice and assistance with:

Management of tax implications
Mitigation of potential disputes
Reduction of potential delays on estate payments
Delivery of funds to the right party
Coordinating multiple financial structures, such as SMSF, Family Trusts and companies, to meet testamentary objectives as per a client’s Will

Philanthropy

We provide assistance with establishing your own private charitable fund and advise on how this can fit into your broader wealth management goals. Our expert advisors can help you:

Define your philanthropic approach
Determine your personal involvement
Structure your fund and appropriate frameworks
Develop your investment and distribution strategy
Meet compliance and governance requirements
Manage portfolio construction and investment capital

Not-for-profits advice

Not-for-profits with long term investment capital can benefit from our consultancy and advisory services. We provide value at multiple levels through assistance with:

Corporate governance and policy development
Portfolio management
Reviews and reporting
Thought leadership
Board and committee education

A wealth of knowledge

Our senior advisors have over two decades of professional experience in providing wealth management and investment advice. This is combined with the expertise of Pitcher Partners Investment Services research team in Melbourne who provide comprehensive market insight and analysis.

Pitcher Partners is member of Baker Tilly International, which gives us unique insights into the needs and governance of the NFP sector. Our strong relationships within the legal sector also allow us to connect clients with the appropriate legal support.