PECUNIA Private Wealth Management
Financial Services - Port Macquarie, New South Wales, Australia
PECUNIA Private Wealth Management Employees
PECUNIA Private Wealth Management Details
PECUNIA Private Wealth Management is a privately owned advisory firm, with Michael Carlton (CEO & Senior Adviser) having over 27 years' experience in the Financial Services profession, working in both the Corporate and Private Sectors.Our Clients Are;• Doctors, Dentists, Medical Specialists and Allied Health Professionals;• Business Owners and Business Leaders;• Individual and Corporate Trustees of Self - Managed Super Funds; and• High Net Worth IndividualsCorporate Experience, Personal Approach:Specialising in, Long Term Investment and Wealth Creation Strategic Planning, Investment Portfolio Advice & Management, Retirement Planning, Self-Managed Super Funds, Personal Risk Protection, Succession and Estate Planning, PECUNIA Private Wealth Management has earned a reputation for unwavering commitment to these clients based on the core principles of genuine client advocacy, quality advice, and the provision of personalised not corporatised service with a low client to adviser ratio.Fee for Service Only"The price is what you pay, the value is what you get..." Warren Buffett• We are a Fee for Service Practice, so you know the exact cost before proceeding with any advice;• We DO NOT accept CommissionsMichael provides these services to clients in the Mid North Coast, Far North Coast, Hunter and New England regions of nsw. Through PECUNIA Private Wealth Management's network of professional service providers Michael also consults to select clients in South East Queensland, Brisbane and Sydney. All of these clients enjoy continued full access to Michael and the PECUNIA Private Wealth Management team.Michael Carlton (AR: 239724) Carlton Family Trust ABN 51 283 954 577 t/a PECUNIA Private Wealth Management (CAR:1233485), are Authorised Representatives of Arrow Securities Group Pty Ltd ABN 30 165 731 144 AFSL No: 448218. Mascar Holdings Pty Ltd (Corporate Trustee) Carlton Family Trust registered Tax (Financial) Adviser 25869223.
