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
- Making smart decisions about their money
- Protecting assets from being unjustly taken
- Taking care of their heirs
- Mitigating tax
- Achieving health and lifestyle objectives
- Philanthropic planning and making a difference