Our Approach

You are here: Home / About Us / Our Approach

  • We give our clients the ability to take financial leadership in their own lives

  • We understand you as our main priority

    Wealth Management

  • We are your peer and your advocate

    Wealth Management
123

Our services are based on a foundation of three brand promises

Wealth Management

At Advocate Private Wealth we believe that ADVICE MATTERS

Our advice offers our clients the ability to take financial leadership in their own lives. Our three brand promises to our clients are as follows:

1. We will understand you as our main priority

While we focus on the successful entrepreneur, business owner and executive we recognise that our clients don’t fit into a ‘category’. Additionally our experience tells us that specifically tailored advice adds meaningful value. Before we recommend any financial solution we will gain a deep understanding of our client’s unique needs, goals, values and financial position.

2. We are your peer and advocate

We represent our clients and belong to our clients’ community. We personally use the same strategy and product solutions that we recommend to our clients.

3. We work with the best

Our clients are non-conformist and ‘unusually successful’. To assist them in the achievement of their goals, we often involve other professionals. We continue to seek out and maintain deep relationships with the very best in: taxation and accountancy; estate planning and trust law; business coaching, broking and valuation services; general insurance.

Our clients have transcended the need to work to ‘make ends meet’

Our clients are seeking a fulfilment far greater than just furthering their careers or building their businesses. They seek to serve a higher purpose and work with us as we assist them in defining and meeting that purpose.

In addition to the above our clients have the following traits:

  1. They believe advice is very valuable;
  2. They recognise the need to save for tomorrow rather than risking the majority of their wealth on ‘the next deal’;
  3. They believe in taking action to serve a higher purpose; and
  4. They believe in diversifying away from their business projects.

At Advocate Private Wealth, we are leading the way in the concept of financial leadership as we believe it is critical that successful individuals and family groups make smart decisions with their money to ensure they make their hard work count.

We promote financial leadership by providing a framework for our clients to assess and articulate their values and goals and then aligning these with their financial plans and strategies.

We urge those we work with to assume the responsibility of being leaders in the community to help us address the issues of finding trusted, quality financial advice and we are proud to continue to grow our firm through the referrals that we receive from our existing clients.

Our Purpose Extends Beyond Profit

At Advocate Private Wealth we foster a collaborative, team approach with each client having a relationship manager who is typically the client’s peer and confidant.

Our financial advisory service is carried out by our team of highly qualified financial advisers and our support team provides the critical link between the advice teams and the implementation of advice, as well as underpinning the overall client experience.

Our goal is to have our client’s walk in feeling as though they are a part of something wonderful and to have no doubt that we are different and can create the platform for them to achieve whatever is most important to them. Our mission is to assist people to be healthier, wealthier and wiser. At Advocate Private Wealth we believe that if you are organised in relation to your money that you will live a happier and healthier life.

Our Services

About Advocate Private Wealth

At Advocate Private Wealth our mission is to assist people to be healthier, wealthier and wiser. We believe that if you are organised in relation to your money then you will live a happier and healthier life. So, our vision is to create a platform for you to achieve whatever it is that you set your mind to.
advocate logo 2

Find out more

Talk to us to find out how we can help.

Call now on +61 8 9200 1848

“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.