Managing your wealth can be complex…
We change that. Now you can experience a simpler and easier approach to wealth management designed specifically for you.
We will guide you
The OneWealth approach
We understand that planning for the future can seem daunting, as you move through several phases in your life and wealth planning.
This is why OneWealth ensures you have the most appropriate financial inputs and support when you need them.
You’ll access a highly effective, simple and transparent process, giving you both clarity and peace of mind.
A single point of contact
One person
It starts with your long-term adviser who is a senior director accountable to you at all times, and who has extensive experience of working with people like you.
Their OneWealth role is to draw in multiple co-ordinated and non-conflicting advice into your wealth planning at the appropriate times.
This saves time for you and expands your understanding and clarity in reaching your desired wealth planning outcomes. Importantly, this does not increase the cost.
Unified
One portfolio
OneWealth has a totally co-ordinated and non-conflicting wealth management approach, based on extensive industry experience and understanding of what works consistently well for clients.
You’ll enjoy the Total Portfolio Management process of managing underlying investments and respective tax planning for multiple family relationships.
A clear process
One total portfolio management process
Assessment
Your Investment Policy Statement summarises your thorough wealth plan
Your plan
This is a start point that will evolve over time, as your needs and circumstances change
Achieve outcomes
You’ll gain experienced input and expertise to achieve your desired financial outcomes
Take an assessment
See if OneWealth is right for you
Answer a series of simple questions and we’ll ascertain if OneWealth is right for you and you are right for OneWealth.
