Comprehensive advice

Experts with knowledge of complete
business and financial situations

Investment Advisory Services

The investment advice and wealth management market is a difficult one to negotiate. There are large corporates, product providers, accountants, financial planners, brokers and a huge range of people and organisations ready to offer advice.

Within the Pitcher Partners network of firms, investment and financial planning services are delivered somewhat differently in each state within a common culture of service excellence and client commitment.

State services

How we can help

Pitcher Partners looked at this market and listened to our clients for a long time before deciding what we should offer. Eventually we designed a service based around what our clients wanted. They wanted comprehensive investment advice from experts with knowledge of their complete business and financial situation, not just their investments.

At Pitcher Partners we offer a unique service where we provide advice based on knowledge of all of their business and financial affairs.

Financial Planning Services

At Pitcher Partners, our qualified financial planners provide comprehensive wealth management advice, including:

  • Cash Flow Management - to make sure you make the most of your money as your cash flow varies
  • Tax Efficiency – we use our deep understanding of your financial situation to make sure your plan and its structuring is as tax efficient as possible
  • Asset Protection – steps can be taken to protect assets so that what you have worked hard to build is not lost
  • Superannuation & Retirement Planning – our superannuation specialists understand all the fine detail of the rules and regulations surrounding superannuation and together with an in depth assessment of how much money you will need when you retire can help maximise the value of superannuation as a wealth creation tool
  • Insurance & Risk Management – understanding the risks to your wealth and taking steps to protect it can be as important as wealth creation itself
  • Estate Planning – planning what will happen with your family’s assets when they are passed from one generation to another is critical if wealth is to be maintained 

 

Contact our experts


Related articles

Prepare now for the next phase of COVID investing

23rd July 2020

Sue Dahn

/This article originally appeared in The Australian [1] on 17 July 2020./ There are three distinct periods in which investors have and will need...

Getting ready for a post-pandemic investment portfolio

2nd June 2020

Sue Dahn

/This article originally appeared in The Australian [1] on 1 June 2020/ At a high level the answer is easy: we should construct portfolios, beca...

It’s time to kick the obsession with dividends

5th May 2020

Sue Dahn

/This article originally appeared in The Australian [1] on 1 May 2020/ High on the worry list for investors and prominent in the news this week is...

Related downloads


 

Top of Page


 Back to Wealth Management




IN THIS SECTION:


Rob Southwell

Rob Southwell's picture

Sydney

Managing Partner and Partner – Private Business and Family Advisory


> View profile

Brendan Britten

Brendan Britten's picture

Melbourne

Managing Partner and Executive Director/Partner- Business Advisory and Assurance


> View profile

Nigel Fischer

Nigel Fischer's picture

Brisbane

Managing Partner - Private Business and Family Advisory


> View profile

Michael Minter

Michael Minter's picture

Newcastle

Managing Partner


> View profile

Leon Mok

Leon Mok's picture

Perth

Managing Director


> View profile

Ben Brazier

Ben Brazier's picture

Adelaide

Managing Principal


> View profile



Partnership fraud

SUCCESS

Paperwork and independent advice saves partnerships from fraud

Discover more

Kia Ora Horse Stud

CASE STUDY

Pitcher Partners fills a Financial Manager gap to keep the business on track

Discover more

Fuel Injection Company Administration

LEADERSHIP

A fuel injection company began life as an Australian public company before being acquired by a UK publicly listed company while in the research and development stage of a “green...

Discover more



@PitcherPartner THE RIGHT ADVICE | Congratulations to Sue Dahn, Melbourne and Charlie Viola, Sydney, who have been named in the 202… https://t.co/lQUII02G0Y