Our Approach
A.S. Private Wealth understands that the definition of financial security differs between individuals. That’s why we take the time to gain an in-depth understanding of each client’s financial status, and long-term goals. By spending face-to-face time with our clients, we are able to discover their individual needs, and provide tailor-made advice.
With this in mind, A.S. Private Wealth develops and manages its clients’ road map, in order to grow their investment. We provide clear and concise recommendations on when and where to invest, whilst managing risk. This method has been proven to help clients find a clear direction, and achieve their financial goals quicker.
Investment
We offer a comprehensive list of services including financial strategies, wealth creation strategies, and tailored investment planning.
Insurances
We manage our clients’ personal insurance, and are licensed to deal with associated insurance products.
Superannuation
We develop and manage our clients’ road maps to help achieve their retirement goals.
Estate Planning
We project manage wills, power of attorney, and guardianship.
Financial Services Guides
For a complete list of our services, see the attached guides below.
Financial Services Guide
Information & Services
Supplementary Financial Services Guide
Advisor Profile