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Who We Are
Greenfield Private Wealth is a boutique and independent wealth management and advisory firm.
We have extensive experience advising high net worth individuals, families and business owners, both domestic and international. We have worked hard to build an environment focused on trust, integrity and reliability with a commitment to quality where your interests are always placed first.
Why Us
Key to success is our ability in taking the time to understand your unique preferences and constraints prior to developing and implementing tailored personal strategies. Our innovative and disciplined approach aims to build and protect your wealth in a risk controlled manner.
Whether you are just starting out or are well established, its never too early or late to set the path towards financial security.
Wealth Management
Growth and Consistency
Our core investment philosophy is based around your fundamental needs, with a strong focus on asset allocation, stringent risk management and capital preservation. We pride ourselves on establishing long-term relationships coupled with our consistent approach.
Superannuation
Self Managed, Corporate and Personal
Learn how to best utilise one of the most important assets you will own in your lifetime. Superannuation can provide you with the ability to live comfortably in your retirement, provide freedom to invest in direct assets and protect yourself and your family’s financial position.
Investment Advisory
Buying, Selling or Reviewing
Whether you are looking to invest in property or review your share portfolio, we have the knowledge and experience to guide you through the many financial complexities to make the best possible choice.
Finance
Quality Tailored Finance Advice
Our Finance and Banking relationships provide you access to extensive knowledge and expertise to ensure your finances are structured effectively and competitively. Save on time and ensure your money is working for you.
Other Services
Accounting and Business Advisory, Tax Planning, Asset Protection/Structuring, Estate Planning
Beyond wealth preservation, we are faced with an ever changing and increasingly complex set of financial decisions.