Private Wealth

At Wilsons Advisory our role is to protect, manage and grow the wealth of our private clients. Your advisor takes the time to understand your unique situation and financial ambitions and develop a strategy that best meets your needs.

Implementing this strategy with the right combination of investment asset classes in the right structures, actively managed by our investment advisors, maximises our clients' wealth over the long-term.

Our firm is committed to putting the interests of our clients first. We understand your situation and ambition are personal so we create a wealth strategy just for you.

Our private wealth team combines industry expertise with extensive research capability across all domestic and global asset classes to ensure we find the right investment opportunities wherever they may be located.

The expertise and research capability embedded in the team means we can deliver real depth of advice to our private wealth clients at all stages of life.

We understand the key to making the right decision and achieving the best outcome is insightful information. At Wilsons Advisory our research underpins decision making firm-wide.

For our private clients, our advisors utilise the extensive research capability of our Investment Strategy Group for both strategic and tactical insights in asset allocation.

Our research uncovers opportunities across the full mix of asset classes based on our client’s risk appetite and is utilised for investment structuring, portfolio construction and ongoing wealth management.