Advocate Private Wealth
Financial Services - Perth, Western Australia, Australia
Advocate Private Wealth Employees
Advocate Private Wealth Details
Advocate Private Wealth combines the expertise of financial professionals to deliver an advice experience that adds meaningful value across all dimensions of family wealth. Our fee based advice to families is based on our deep knowledge of what it is they truly value and their personal priorities. Our fiduciary approach demands that clients receive a collaborative approach towards the management of their financial affairs, therefore Advocate Private Wealth partners with professional service providers such as accountants, business advisers and lawyers to ensure that advice is accurate, prudent and valuable. We take our professional responsibilities seriously and accept accountability for our fiduciary duty of care. Our Clients are: - Private Family Groups - Private Businesses - Public Companies - Individuals within all of theseAdvocate Private Wealth's clients are people who are: 1) Committed to being financially well organised and achieving their goals. And so have a demonstrable need and ability to derive value from the advisory services that we provide.2) Accomplished decision makers that have both the means and desire to pay an appropriate fee for quality initial and ongoing advice.3) Driven to achieve ongoing success and so are prepared to implement a prudent course of action that enables the realisation of their lifestyle objectives and financial goals.
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