At 360 Private Wealth, our point of difference is not necessarily the services we offer, but the time we take to understand our clients and their needs. This focus ensures we obtain the information necessary to deliver to you the most appropriate advice or service over the long term regardless of your age or financial circumstances.

Providing you with the appropriate strategic and investment advice is paramount and our primary objective. However, through our experience with a wide variety of clientelle we have come to understand that other less tangible services can be just as highly valued and can act as a catalyst for greater life stability, enjoyment and achievement.

  • Listening
  • Directionship and Leadership
  • Reducing money worries
  • Emotional support through difficult personal and financial times
  • Acting as a sounding board for ideas
Providing you with the appropriate strategic and investment advice is paramount and our primary objective.

Our Philosophy

Meet:

First things first. Let us know a time and a place that suits you and let's get together for a chat. Your first meeting with us is always free, and we would be happy to meet you for a coffee somewhere, invite you into our offices or come to your house if it is more convenient for you.

Get to Know:

Our first priority is to get to know you as a person and build a thorough understanding of the life path that you have followed.
How have you arrived at where you are today?
What challenges have you faced en route to your successes?
What fears or concerns do you have about the future?

Identify Goals:

Now comes the fun part. What does your "best" life look like?
What would you love to see happen in your future?
How could your lifestyle improve?
In your best life, how would your day-to-day life be different?
Would you like to work more? Play more? Earn more? Contribute more?

coffee-meeting
building with crane

Discuss Options:

In charting a course from the present to the future, there are a multitude of ways you could get there. Let us walk you through each of your options and together we can decide on the optimal way forward based on your personal circumstances and preferences.

Build Strategy/Plans:

Here is where we get down to the nitty gritty. Once we've decided on the options to pursue, we will build the portfolio strategy and detailed plan that will outline the precise mix of investments, divestments, superannuation and insurance options that will be incorporated into your portfolio and when each will occur. Will new purchases be made? When? Will assets be sold or restructured? What decisions will need to be made later on? What other steps can be taken now to prepare a foundation for the future?

Implement Strategy/Plans:

Now that the plans are in place, it's time to press the GO button. Together we will kick the plan into action and start to implement those parts of it that are required immediately while also establishing a calendar of activities and review items for the future. We will monitor and review the performance of the portfolio at set intervals and adjust the strategy as required every step of the way.