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.

We are with you on life’s journey.

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

What our clients say

Know where you stand – Wealth Report is a one-stop shop for understanding your financial situation

Project your future – Use Wealth Report’s industry-leading modelling to project your future.

Immediate response – Wealth Report delivers your personal report immediately.

Assess you goals – Explore multiple ‘What if’ scenarios for the years ahead.

Let us do the maths. With Wealth Report’s integrated approach, fill out your information once and we will apply all appropriate calculators to fit your life

Secure and private. We are unable to view your personal information unless you select the option to allow a qualified financial adviser from our team to view your data and contact you.

Download the Guide

In this free ebook we share 5 important steps to help you be the boss of your money.

We’re committed to your privacy. We may use this information you provide to us to contact you about our services. You may unsubscribe anytime.

Jane Brown

Head Accountant

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