Trusted partners, with you for life’s journey
Sterling Private Wealth is a boutique private wealth business established by our leading principal financial advisers with over 50 years combined experience. Our team work closely with clients to provide strategic guidance and expert advice every step of the way.
What we do
We develop tailored step-by-step financial strategies and help you make informed decisions about your money.
Investments
Everyone has different needs and circumstances. Please contact us before you start putting your money into any form of investment.
Self Managed Super
A SMSF is one where you, as a trustee and member, have responsibility over the management, investment and admin of your super fund.
Estate Planning
We’d all like to leave a legacy once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time.
Retirement Planning
Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money for the future
Wealth Protection
Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right solution for you and your family.
Superannuation
Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.
Insights
SMSFs: What happens if you exceed your super caps
The rules around making some types of super contributions have been relaxed in recent years, so it’s worth exploring the…
Being informed is the key to avoiding scams
While it seems we all like to think we are clever enough to outwit a scam, Australians collectively lost more…
Markets love certainty, but what happens next?
Financial markets can be like finely tuned racehorses, poised to gallop ahead under ideal conditions but often highly reactive to…
New increased super contribution caps
As the end of financial year gets closer, some investors are thinking about the most effective ways to boost their…
Evidence-based ways to hold back the hands of time
You can’t stop the clock, so the saying goes, but humanity has spent a long time trying to slow down…
Insurance is a sound investment
Managing risk is an essential part of investment strategy to reduce the potential for losses. Risk is not just associated…
What our clients say
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John DoeCEO
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John DoeCEO
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John DoeCEO
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