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Arcadian Private Wealth

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Arcadian Private Wealth

Overview:

At Arcadian Private Wealth we work with a limited number of clients. Our clients come to us because they want to work with a wealth specialist to achieve clear financial, lifestyle and personal goals. We have a low adviser to client ratio to ensure that each adviser builds long-term relationships with their clients and provides them with exceptional service.

Our clients have busy lives and require a financial specialist to help them to build and preserve their wealth, and to free them up so that they can focus on what they do best or have time to focus on their family, friends and other pursuits.

All of our clients are successful or are well on the way to achieving success in their chosen vocation. Whatever their circumstances, they have real financial issues involving a desire for financial independence and a certain lifestyle. They see the benefits of partnering with a wealth management specialist. Our clients are willing to receive an act upon advice as part of an ongoing consultative process. We only take on clients that we can add significant value to.

Typical Clients include:

* Successful Executives, Business owners, Company Directors and CEOs
* Self-Funded Retirees who wish to ensure their capital is invested in such a way as to provide peace of mind that they can enjoy the lifestyle they want in retirement. At least 80% of our clients have a Self Managed Super Fund (SMSF) and our team are experts in the complexities of these funds.

Most of our clients are referred to us by existing clients and a network of professional advisers who have the confidence to refer their valued clients to us.
A typical client would have a minimum of $1 million of investment capital (home excluded) or alternatively have high incomes with surplus cash flow and are focused on accumulating wealth and extinguishing debt.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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