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Private Wealth Management

Wilson HTM’s Private Wealth Management offering is our premium service for busy professionals whose complex financial and investment needs means they require a superior level of personalised advice and support.

Our Approach

We pair each potential client with two advisers. One adviser will focus on initial and then ongoing advice beginning with a review of your financial situation whilst the other will focus exclusively on your investment strategy and its day-to-day execution. We believe this approach ensures your wealth and investments are managed correctly so you achieve your financial goals earlier.

Your bespoke Wealth Management Strategy 

The extent and complexity of your strategy will depend on your situation but can include;

• How best to structure your investments including trusts, companies and SMSF structures
• Asset Allocation Strategies that best meet your goals and risk profile  
• Superannuation Strategies including the option of setting up a SMSF  
• Transition to Retirement and Estate Planning
• Risk Protection and Insurance Advice 
• Investment Advice and Management for all asset classes
• Exclusive access to IPO’s and Secondary Raisings Wilson HTM has brought to market 
• Exclusive alternative investment opportunities including, but not limited to, Capital Protected and Gearing Strategies, Private equity, Infrastructure and and Enhanced yield investments.