Family Wealth Advisory
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Strategic Financial Advice

For business owners, executives, professionals and family decision-makers, real wealth comes from hundreds of good decisions made consistently. We bring structure, strategy and accountability to your whole financial life, so every part works together.

SERVICES INCLUDE:

Family Office

For families and family companies stewarding significant capital, the priority shifts from building wealth to preserving it, growing it sensibly and passing it on well. Our virtual model brings institutional rigour and governance, without the cost of building one in-house.

SERVICES INCLUDE:
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Investment Advisory

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Investment Advisory

Disciplined, goals-based investing – built on rigorous research and designed to perform through market cycles.

Good investing is not about chasing the last dollar of return from a mature market cycle. It is about building a portfolio that participates meaningfully when markets rise and, through methodical risk management, reduces the impact when they fall. As trusted investment advisers based in Sydney, our approach to investment advisory and planning is built around your goals, your time horizon and your tolerance for risk – not a one-size-fits-all model.

OUR APPROACH
Goals before products
Every portfolio starts with what the money is for – income, growth, retirement, or wealth for the next generation – and is shaped accordingly. This is investment portfolio advice at its most personal.
Institutional research, accessible to you
Through our partnership with Mercer, a global asset consultant advising on more than US$16 trillion worldwide and A$1.3 trillion in Australia, our Investment Committee draws on deep manager research and capital-markets insight to inform wealth investment strategies tailored to your circumstances.
The right tool for the job
We see asset allocation, fund selection and security selection as distinct disciplines, and use active or index strategies where each adds the most value.
A ‘sleeve’ strategy
Portfolios are segmented for income, retirement and long-term growth, so each part of your wealth is matched to its purpose and time horizon.
Whole-of-wealth thinking
We consider every asset on your balance sheet, so individual decisions support your overall position. This is portfolio management advice that looks at the complete picture, not just a single account.

Who this is for

You're working to goals

You want a portfolio built around your own goals and timeframe, not a one-size-fits-all model.

You think long term

You know the hardest part of investing is staying the course, and you want a steady hand to keep you on plan when markets get noisy.

You want objectivity

You want advice that answers to you, not product recommendations shaped by someone else's targets.

You've come into wealth

You’ve sold a business, received an inheritance or built substantial wealth, and want it invested with care and discipline.

You value expertise

You value deep research and want expert insight behind your investments.

Oversight you can see

Our Investment Committee, chaired by Family Wealth Advisory, with Mercer and independent strategist Brad Matthews, meets at a regular cadence to review positioning, performance and risk. You receive clear, jargon-free reporting and direct access to your adviser between meetings. Where portfolios are managed through a managed-account structure, assets are held in independent custody, and you retain legal and beneficial ownership at all times.

Note: All investing carries risk. This information is general in nature and does not take into account your objectives, financial situation or needs. Past performance is not an indicator of future returns.

CLIENT TESTIMONIALS
Trusted by families
The measure of our work is the confidence our clients feel and the relationships that last. Helping people make better decisions about their future is a privilege we never take lightly, which makes receiving their thanks all the more gratifying.
“

My only regret is not having met Michael and his fabulous team years ago. Retaining Family Wealth Advisory was the best financial decision my family ever made. Michael’s advice is considered, well documented and easy to understand – his team are an absolute pleasure to deal with.

Paresh Khandhar SC

Barrister
“

We engaged Family Wealth Advisory to manage and grow our superannuation funds and feel as though a weight has been taken off our shoulders. The advice and excellent service received exceeded our expectations and we finally have a realistic plan to grow our wealth now and in the future.

Bruce and Liz Guthrie

“

Michael is not just a financial adviser. He is a trusted presence in our family, a coach and confidante. He listens, motivates and guides us to align our goals so we do not go backward but always forward. We cannot imagine a more reliable and trustworthy advisory team.

Dr Alen and Ana Bielich

“

Professionalism, passion and integrity sums up Family Wealth Advisory in three words. The feedback we consistently receive from our clients is that they are very well looked after by the Family Wealth Advisory team and delighted with the high quality service they receive. We continue to highly recommend Family Wealth Advisory to our clients.

Mark Pinhorn

Director, HYD Advisory
“

Michael and the team at Family Wealth Advisory have developed a wealth management strategy strongly grounded in the fundamentals and accurately reflecting our evolving needs. I have found them a pleasure to work with, responsive and very professional in their approach to managing our wealth.

Simon Benjamin

Partner, Advisory, Ernst & Young
“

Mike and his team have been extremely professional in handling our finances over the last few years. Mike has given us the peace of mind we had been seeking from a financial adviser for some time. His breadth of knowledge paired with his integrity are exemplary. We are so pleased to entrust our savings with Mike and his team.

Ravi and Sara Manian

Contact us

Ready to take control of your wealth?

We know that financial decisions are rarely just about money – they’re also about family, security, opportunity and the life you really want to build. Book an introductory conversation with us today – we will listen first, then show you how a coordinated strategy could work for your family.
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Family Wealth Advisory

JP Morgan Building
Suite 27.02, Level 27, 85 Castlereagh Street,
Sydney NSW 2000

Tel: + 61 (2) 9233 2333

Email: info@fwa.com.au

Strategic Financial Advice

Family Office

© The Family Wealth Group
Family Wealth Advisory (ABN 46 138 910 997) AFSL Licence No 500323
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