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Private Wealth
We are a financial planning business based in Docklands, Melbourne. Experts in Self-Managed Superannuation Funds, we can provide tailored strategies to both businesses and individuals in order to achieve their financial and lifestyle goals. We aim to maintain long-term partnerships with our clients and assist them in not only building, protecting and managing their wealth, but creating the brightest future possible for their families.
So, whether you are approaching retirement, starting a business, changing careers or moving from two incomes to one, we can help you:
• choose the right investment strategy • plan for your retirement
• protect you and your family
• make the most of your superannuation • budgeting & managing your money
For all Essendon Royal Members, we are offering a no obligation financial health check for all members, which would be a one on one initial meeting with a qualified financial adviser at no cost.
Contact Details
Level 5, 750 Collins St. Docklands. 3008
PH: 8627 1771 Fax: 9611 0903 E-Mail: admin@spw.com.au
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