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At Holistic Private Wealth, all of our Senior advisers are also accountants and tax agents, making holistic a unique proposition in the financial advice realm.

We offer a full range of individually tailored investment solutions for all our clients from Private Wealth Investment Management to Superannuation and Self Managed Superannuation (SMSF) Specialist Advice

 
 

Our Services

Our Services include Private Wealth Management, Superannuation Advice, Retirement Planning and Strategy Advice, Taxation Consulting, Direct Property Research, Estate Planning, Direct Shares, Managed Funds, Investment Platforms and Insurances.

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Our Mission?

Our mission is to assist our clients in making intelligent investment and financial decisions through professional relationships based on uncompromising honesty, trust, and personalised service.  We accomplish this mission by offering holistic, comprehensive advisory services to help clients prioritise and achieve their life goals.

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Weekly Newsletter Dispatches

Have a read of our latest newsletters to ensure you are educated and up to date with everything thats going on in the ever changing financial realm. 

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Our Practice

Our Office is located at 183 Rouse Street, Port Melbourne, 3207.

 
 
 

Time, not money, is your biggest asset in life. You need time to invest in relationships (with yourself and your family) or to chase your passion.
Think again if you are still trading off time for money. 
Let your money work for you, you don’t work for money. That is exactly what Financial Freedom is.

— Manoj Arora (From Rat Race to Financial Freedom)

 
 
 

Read about our services and see if there is anything we can help you with.