Our Services

Our Services

PEOPLE LIKE YOU. PEOPLE LIKE US. PERFECT PARTNERS.

Sterling Private Wealth advisers listen to your preferences and attend to your needs. This may involve engaging with your other professional advisers, such as your accountant, lawyer and banker. The level of involvement and method of contact is your choice and will be established as part of the framework of the relationship with your adviser.

We provide a tailored strategy; flexible and responsive to your needs and changing circumstances. Our investment experts and specialised financial advisers have many years of experience helping high net worth individuals and families. Tailoring a strategy to your situation is our speciality.

Individually manage your portfolio

Our Managed Discretionary Account Service is an exclusive investment management service catering for the needs of our clients seeking a proactive investment portfolio service. It is suited to clients who would like a high level of involvement in defining their overall investment mandate, but don’t feel the need to be intimately involved in the day to day decisions regarding the management of their investments. Each of our clients has a dedicated investment strategy drawn from detailed economic and investment research. We take care of the administration and custody issues of your portfolio and while the service removes the burden of do-it-yourself financial management, you remain in ultimate control of your investments.

Safeguard wealth through the right investment vehicle

Insurance and asset protection can be handled in a tax-effective manner once your circumstances are evaluated. Our expertise in this area covers self-managed superannuation funds (SMSFs) as well as corporate structures and trusts.

Estate Planning

Estate planning goes further than just deciding upon the distribution of your assets to your beneficiaries. It is about structuring your affairs effectively to ensure that the appropriate assets go where you want them to go when you what them there. Our comprehensive approach also takes into account who will maintain control of your assets and make decisions on your behalf should you be unable to.

Protecting you, your family and your assets

Protecting your wealth and your lifestyle is as important as building it. Whatever your wealth protection needs, we can help provide peace of mind.

Grow wealth through business

Many successful businesses invest only in their core business and neglect to appropriately diversify their interests. Our advisers will work with you to develop strategies to help unlock the value in your company’s assets. Use our wealth of business experience to make better use of your assets.

Be tax wise

We are across the latest tax regulations, superannuation rules and where required, work closely with your accountant, legal counsel and other professional advisers to ensure your wealth strategy works for you, not against you.

Take advantage of alternative investment opportunities

Many investments never reach the public gaze. They go beyond traditional investment categories and may be “one off” products with limited availability. We’ll make you aware of the opportunities, then fit them to your strategy and structure.

Retirement Planning

Transitioning to and enjoying your retirement years is one of life’s major changes. Sterling Private Wealth advisers are experienced in helping determine your income needs in retirement, projecting how long the retirement income will last and calculating the amount of money you need to achieve your income requirements. Sterling Private Wealth advisers will focus on providing you with a regular, secure and growing income to allow you to meet lifestyle expenses.