• Are you taking steps to make a difference in the world?

  • Are you making smart financial decisions?

  • Are you protecting your assets?

  • Are you taking care of the people you love?

  • Are you achieving the health & lifestyle you want?

  • Are you managing tax effectively?

  • The team at Advocate Private Wealth can help.

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Welcome to Advocate Private Wealth

At Advocate Private Wealth, we believe in the value of advice

Our objective is to help people manage their private wealth and to achieve all that is important to them and their families so they can live inspired lives.

We are proud that our firm is known as the go to private wealth firm for senior executives, directors, business leaders, future leaders and business owners.

We enjoy looking after key people across the business community to help them become financially well organised, and stay that way.

We work with successful people to address their six biggest private wealth concerns

  1. Making smart decisions about their money
  2. Protecting assets from being unjustly taken
  3. Taking care of their heirs
  4. Mitigating tax
  5. Achieving health and lifestyle objectives
  6. Philanthropic planning and making a difference

Alarmingly, our research shows that only one in six people feel totally organised in relation to their money, and perception is not always the reality.  In fact, those who are completely organised are few and far between because the financial services system is complicated and our role is to help you navigate this system and create the financial reality that you set your mind to.  Consider the questions in our financial quiz towards what may be holding you back from reaching your potential.

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Are your financial matters exactly as they should be?

Would you score perfect 10’s? Try this 15 question self-assessment quiz to find out your score.

Recent Media & Resources

Your Wealth Management Formula

Learn more about the positive impact of advice. This video outlines how our advisory service addresses the key concerns of successful people.

Getting on Top of Super

Getting on top of super

Article on superannuation and the value of regular contributions by David Pettit.
Finance Linked to Happiness

Being across finances linked to happiness

"As the old English proverb goes, no-one is worse shod than…
Wealth Management

Be wary of the daily news story when making financial decisions

How the media, and the need for an immediate story, can distract…
Wealth Management

Adopting a patient approach to wealth creation

Falling markets can be worrisome, but maintaining a longer-term…

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Find out more

Talk to us to find out how we can help.

“We are passionate about helping people to be healthier, wealthier and wiser.”

© Copyright 2016 - Advocate Private Wealth. All rights reserved.
Advocate Private Wealth`s head office is in Perth, WA 6000. David Pettit, Dale Scally, Jade Burford, Truc Chung and Advocate Private Wealth Pty Ltd ABN 34 150 132 586, Authorised Representatives of Synchronised Business Services Pty Ltd ABN 33 007 207 650 trading as Synchron Australian Financial Services Licence 243313 and Life Insurance Broker Corporate Member of the Association of Financial Advisers, Level 1, 65 Palmerston Crescent, South Melbourne VIC 3205, PO Box 438 North Melbourne VIC 3051.