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.  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.

Good investment advice requires experience and research and understanding of a client’s entire investment portfolio including equities, property, managed investments and family related investments. At Pitcher Partners, we have a disciplined approach to investment management, with quarterly client meetings and regular reports that are comprehensive and easy to understand. Whenever you need to make a decision about some money or an investment, your up to date portfolio report gives you the information you need.

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

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