Personalised Advice

Personalised Advice

You are one of a small number of highly-valued private wealth clients and so we put our all into understanding you and your wider life and ambitions – and working with you to realise those goals.

We are committed to providing outstanding service and generating long-term wealth. Our portfolio advice looks beyond our own growth products to provide personalised, diversified and well-constructed investments to help you reach your goals and enjoy the life you want.

Importance of Advice

Watch James Paterson, Chief Client Officer, explain the importance of wealth advice.

Wealth brochure

Wealth brochure

Personalised wealth management service for investors with $1m or more to invest.

To find out more download our Wealth with Pie brochure or speak with one of the team.

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Contact Us

Meet the team

Our team of experienced financial advisers is led by Chief Client Officer, James Paterson. James has over 15 years specialising in wealth management and financial advice and is passionate about building strong relationships 
and helping clients achieve their financial goals.

The Wealth team is committed to providing outstanding client service.

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James Paterson

Chief Client Officer
BBS, GDFS, FA

Meet James

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Simon Hepple

Wealth Adviser
BA, GDBS, CFP

Meet Simon

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Mark Bull

Wealth Adviser
BCOM, LLB, CA, FA

Meet Mark

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Sam de Court

Wealth Adviser
BCOM, CA, FA

Meet Sam

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Mandy Fox

Senior Investor Support Specialist
BA HONS, HDE

Meet Mandy