Secure your wealth, grow your legacy

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AS FEATURED ON

We’re wealth advisors who assist Australian business owners, professionals and investors who value strategic, long term investment advice that builds wealth now and for their families future.
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OUR PROMISE

You and your family are our highest priority.

We thrive on assisting our clients with tailored, strategic investment advice no matter the market. Our solutions are not limited to any one firm, geography, type of product, asset class or corporate interests. We simply find the best solutions for our clients’ needs.

01
Investment management

Including investment proposal, investment implementation, ongoing monitoring, and investment review.

02
Global opportunities

We offer our clients opportunities to access the best investment options and opportunities for them to diversify their investments wherever they are in the world.

03
Legacy focused

While we assist a broad range of clients they all have a long term desire to secure their families wealth now and into the future that drives our strategic approach.

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We believe in providing our clients with the best investment solutions available, globally.
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OUR SOLUTION

Innovative, strategic advice for your families wealth today and in the future.

Over the past 30 years we have positively changed the lives of more than 200 HNW Families. Our clients come from a diverse background. From creators and founders of some of Australia’s largest and most successful businesses, to retired executives and not-for-profits and foundations.

Our results

Responsive and personal service

Our relationship with Tim, Craig and Ryan has grown from a mutual respect and understanding of business and investment ethos to confidence based on proven results. As accountants, we are extremely cautious when it comes to referring our clients to investment advisors as it is critical to get the right fit. Our ongoing experience with the team at EW has made referring clients easy

Krishna Bhandari

OUR People

We deliver the most responsive and personal service.

Our team of outstanding professionals have a track record of success and have built their reputations on always delivering the most responsive and personal service. Our commitment to financially improving your life and that of your future generations is founded on creating deep, transparent, and long-lasting relationships.

This enables us to tailor the best investment solutions, and work closely with your partners, spouses, and children, to ensure your entire family can access our help when needed.

Free Download

Download our Semi-Annual Investment Outlook Report

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Get In Touch

Everything we do puts your needs first.

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