Pindari Private Wealth provides Wealth Management services to high net worth clients, business owners, and family groups. Pindari’s approach ensures that our client’s goals and objectives are the cornerstones of the strategies that we implement.

Bespoke Advice

Pindari Private Wealth offers a broad ranges of strategies in a bespoke package, tailored to your needs. We offer advice services in Asset Protection, self-managed super fund advice, portfolio management, retirement planning, tax minimisation strategies, risk management, Estate Planning and succession planning.

Event Driven Advice

Where a specific life event occurs, we can provide targeted advice to help you navigate through the change in your circumstances.

Some events may include:

  • Migration from another country
  • Co-investing alongside Significant Investor Visa (SIV) applications
  • Investing post SIV1 and SIV2
  • Tax structuring for investments
  • Investing upon granting of Permanent Residency
  • Asset Protection
  • Adding to your property portfolio
  • Retirement
  • Changing marital circumstances
  • Gaining an inheritance or planning to provide an inheritance
  • Estate planning for future generations

Our 5 Step Approach to Financial Advice

Identifying your needs and goals

We work with you and your family to identify your short, medium, and long-term financial and lifestyle goals.

We take the time to understand your individual needs and want to ensure you get the highest level of personal bespoke services you deserve.

Assesing your financial situation

We will review and evaluate your current position – your assets, liabilities, income and expenses, insurance coverage, investments, and tax strategies.

We will consider your businesses and employment, whether locally held or overseas, and your long-term employment opportunities or business expansion strategies.

Preparing your financial plan

We will prepare, in writing, recommendations and suitable strategies, products and services and answers to any questions you have. This ensures that together, we have addressed the HOW of achieving your goals.

We can also offer five model portfolios for investment, whilst we work with you to determine your unique long-term goals, so that you can employ your funds immediately.

Implementing the recommendations

Once you are ready to go ahead, your advice can be put into action. Where appropriate, your adviser may work with specialist professionals, such as an accountant or solicitor.
But most importantly you will have access to your portfolio to review performance, or to discuss with your adviser any concerns or amendments you may wish to make.
Our focus is ensuring that you have the professional support and communication throughout your investment lifecycle and helping protect your families most valuable assets.

Reviewing
the plan

Your circumstances, lifestyle and financial goals are likely to change over time. In addition, there may also be changes to legislative framework, the economy and financial markets, so it is important that your financial plan is regularly reviewed, to make sure you keep on track.

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