Alphington Private Wealth was established to cater for the wealth preservation and growth needs of affluent investors.
Our clients have typically had a mix of positive and negative investment experiences and have come to realise the limitations of some of the traditional advisors, for instance:
- financial institutions who are focussed on driving sales of their own manufactured product;
- stockbrokers who are generally transaction driven with a short time horizon and;
- major private banks who base their offering around lending and transactional services that generate most of their revenue.
Alphington Private Wealth is not affiliated with any bank or fund manager. Compliance, licencing and risk management is provided AON Hewitt Financial Advice. AON is one of the world’s largest companies and has built its business on a deep understanding of risk management. We are focussed exclusively on the wealth needs of a well-defined segment of the market and as such, have a unique insight into our clients’ attitudes and motivations when it comes to financial matters. We understand that you are seeking a professional partnership with someone you can trust will be operating in your interest in preserving, managing and growing your personal wealth.
Our clients can confidently expect from us:
- Personalised service
- Strong investment knowledge and experience
- Trust, transparency and independence
- The ability to resolve problems
- Understanding of your needs and attitudes