Asset Consulting and Investment Advice

We provide investment advice to instil confidence and belief in the clients that we work with so that they can achieve their dreams and challenge the status quo and outdated models for stewarding wealth.

Advocate Private Wealth has extensive experience in stewarding the investments of high net worth individuals, family wealth and trust assets. Feature of this expertise include:

  • Advocate utilises a time tested process to deliver a robust, risk managed and scientifically proven outcome for its clients based on a deep understanding of their core values and investment objectives.
  • Advocate has affiliations with the best of breed implementation partners managing in excess of US$300 billion worldwide.
  • Advocate receives no commissions from investment managers and therefore fully represents the best interests of the client.

In addition to Asset Consulting and Investment Advice, we offer the following specialist 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.
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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.