Sydney investment advice

Strategic and reliable financial planning and investment advice to help you protect, manage and grow your wealth.

Confidence in your investments

Whether it’s time to plan for the future, grow your investment portfolio or manage your wealth, you need professional and strategic solutions tailored to suit your financial goals.

Strong investment management requires experience and a deep understanding of your entire portfolio. Our expert advisors are continuously researching and analysing investments, strategies and investment opportunities to create bespoke portfolios which offer security, income flows and long term capital growth. We stay on top of the ever-changing economic and legislative landscape to ensure you receive the most up-to-date and reliable advice.

Your financial future is in safe hands

As our markets and economy continue to face unprecedented challenges and fluctuations from national and global issues, it’s becoming increasingly important to safeguard your future with a robust wealth protection plan. From establishing income protection and life insurance to fortifying your superannuation and pension planning, you can enjoy peace of mind that you and your family are financially protected for life.

Managing over $2.4 billion in Assets Under Management (AUM), Pitcher Partners provides a range of advisory and investment services to help clients protect, manage and grow their wealth.

Who can benefit from investment advisory services?

While every client has a unique set of financial goals and objectives, they all typically lack the time to manage their finances and investments. Our advisory services can benefit:

High net and ultra high wealth individuals
Small family offices
Recipients of business sale proceeds
Small Institutional investors
Charities
Benevolent funds
University funds

How can we help?

Institutional investments

Institutional investors can benefit from our comprehensive range of investment management and asset consulting services, including:

Asset consulting
Mandate management
Investment reporting
Risk analysis
Single asset and multi-asset portfolio creation
Asset specific investment management

Personal superannuation

Our complete advisory services for personal superannuation include:

Fund choice, including retail, industry super and SMSF
Contribution advice on key factors such as limits, caps and timing
Pension planning and management
Small business concessions
Investment management services for underlying funds

Investment advice and administration

Our expert advisors undertake deep research into every asset within your portfolio and offer tailored solutions and advice on:

Portfolio construction
Asset selection
Risk profiling
Mandate creation
Ongoing management, administration and advisory

Wealth protection and personal insurance

Our expert advisors provide in-depth advice on wealth protection and life insurance, including death, TPD and income protection. We can assist with:

Policy reviews
Levels of cover
Provisions of quotes
Claim management
Underwriting
Key person policies
Buy and sell arrangements

Advisers at Pitcher Partners Sydney Insurance Services are authorised representatives of Bombora Advice Pty Ltd, ABN 40 156 250 565, AFSL 439065

Specialist investing

Our comprehensive approach to specialist investing includes a full review of assets, risks and positioning within a specific portfolio. We offer access to specialist wholesale and professional investments, including:

Private debt
Private credit
Private equity
Venture capital
Syndicated property debt and equity

Providing financial confidence for all clients

Pitcher Partners Sydney Wealth Management is a trusted name in business, investment, and wealth advice for high-net-worth individuals and charitable organisations. Our strong investment management capabilities are backed by a well-equipped investment research team and a comprehensive investment administration and data tracking team.

Our comprehensive offering ensures that our clients’ investments are set up in the most tax-efficient and secure way. This means we optimise investment ownership, borrowings, and income flows to best suit each client’s needs. We bring a strong understanding of tax laws, superannuation, pensions, and various investment structures, including trusts to our engagements.

Taking a holistic view of each client’s situation, we provide sophisticated strategic investment recommendations tailored to individual circumstance considering their asset protection and succession planning needs.

Our risk management framework allows us to offer high-quality, independent investment advice within well-controlled risk parameters, with a personal touch.

Even though we’re accountants and advisors, it’s important to us that you see beyond the numbers.

Pitcher Perspective is about providing you with the power to flame your entrepreneurial spirit, fostering your curiosity and critical thinking. In this episode Wealth Management Partner, Jordan Kennedy, will shine the spotlight on the economy with Macroeconomist, Cameron Curko.

View out Pitcher Perspective podcast library

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