Wealth Management
Our Service Approach
At PWP, our Wealth Management team is designed to offer comprehensive services, more in line with a traditional family office, but with greater accessibility for high net worth individuals and institutions. Our goal is to help you build and protect your assets effectively.
We achieve this by coordinating a network of carefully selected specialists in areas like tax, estate planning, and property. While we focus on managing your overall wealth, our trusted partners ensure you receive expert advice in these critical areas, providing you with a seamless and integrated financial experience.
Asset Allocation
We design and actively manage investment portfolios through intelligent and dynamic asset allocation.
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Asset allocation involves dividing your investments among different asset classes such as shares, property, cash and alternatives to help you achieve your long term objectives by balancing risk and reward.
Our 4 Pillars of Investing
Discipline & Long Term Focus
Diversification
Overall Portfolio Returns
Tactical Rebalancing
Model Portfolios
Our model portfolios are ASX-focused and include Large Cap, Small Cap and Micro Cap with target returns significantly higher than their respective benchmarks. For those who qualify as Wholesale Investors under the Corporations Act, we can also design and construct bespoke multi-asset portfolios specific to your individual needs.
