A.S. Private Wealth – Sydney Financial Consultant

Safeguarding your financial security

We bring over 25 years of experience providing financial advice.

Client relationships based on trust and respect

We take the time to understand our clients, and provide tailor-made advice.

The latest market trends, explained in layman’s terms.

We provide advice that is clear and easy to understand.

Investment

We offer services including financial strategies, wealth creation strategies and tailored investment planning.

Insurances

We manage our clients’ personal insurance, and offer them advice that is suitable for their specific needs.

Superannuation

We develop and manage our clients’ road maps so that they are able to achieve their retirement goals.

We offer reliable financial advice and solutions

Learn more about the range of services we offer.

View all services

Why choose us

In our eyes, clients are more than just returns on investment.

We proudly maintain long-term relationships, and a strong personal commitment to our clients.

About us

Testimonials

Here's what our valued clients have to say.

A financial adviser I feel comfortable with

“Andrew looks after my total share portfolio, and has restructured it so that it is giving me large taxation savings.

As a retiree, my financial situation is extremely important to me as it is all that I have and I need to feel comfortable with whoever is running it. I do feel very comfortable with Andrew, and I am pleased to have him looking after my affairs.”

The market explained as I understand it

“Andrew interprets and explains the market to me as I understand it. He understands my needs, recognises that I am a conservative investor, not a speculator, and guides me within these parameters.

I find him personable, patient with my needs and we have a pleasant friendship. He never makes me feel inadequate and explains matters clearly to me.”

Advice that I can trust completely

“Andrew has now been advising and looking after my financial affairs for approximately four years. He keeps me totally ‘in the loop’ and his attention to detail is truly impressive.

I trust his advice completely because I know he has done his research. He is literally in charge of my future financial security and his total professionalism makes it easier to sleep at night. ”

Got questions?

The top questions our clients ask, and our answers. If you have additional enquiries, please see our extended FAQ.

F.A.Q.

1. What financial services are you authorised to provide me?

See our services page for detailed information about the services we provide.

2. Who do you act for when you provide services for me?

A.S. Private Wealth and Andrew Smith are responsible for the financial services provided to you.

3. Will you provide advice suitable to my financial circumstances?

Yes. But to do so we need to find out your individual objectives, financial situation and needs before we recommend any financial products or services to you.

Get in touch

Ready to take the next step? Feel free to get in touch and book a consultation with us today.

E-mail us Contact us

Hours

Monday - Friday: 9am-5pm
Saturday - Sunday: CLOSED

Phone: 0447 311 965

Any information provided on this website is general advice only and does not take account of investors’ objectives, financial situation or needs. Before acting on this general advice, investors should therefore consider the appropriateness of the advice having regard to their objectives, financial situation or needs.

Andrew Smith: Authorised Representative 284176 and Corporate Authorised Representative 1007763 of Shartru Wealth Management Pty Ltd, ABN: 46 158 536 871, AFSL Number: 422409

Financial Services Guides

For a complete list of our services, see the attached guides below.

Financial Services Guide

Information & Services

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Supplementary Financial Services Guide

Advisor Profile

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