Silver Private Wealth works with individuals and families who value a highly personalised approach to financial advice. Our clients include founders, business owners, executives and families with complex financial circumstances and long-term objectives.
We offer a boutique advisory service built on trusted relationships, providing tailored advice and ongoing support to help clients make informed financial decisions and plan for the future with confidence.
Bespoke by nature. Disciplined by design.
Total SMSF solutions, from establishment through to ongoing investment, portfolio management and compliance.
Discretionary trust structures for asset protection and tax planning, tailored to the family group.
Corporate structures to hold, protect and grow wealth with clarity and purpose.
Tax-effective structuring embedded into every decision, so more of your wealth compounds over time.
Strategies to help plan for the transfer of wealth between generations.
Resilient, tailored portfolios actively managed across global listed markets.
Strategic and tactical investment advice aligned precisely to your goals and risk appetite.
Delivering education, objective guidance, and ongoing support to help clients make informed decisions with confidence.
This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.
Silver Private Wealth Pty Ltd ABN 92 621 533 855 trading as Silver Private Wealth is an authorised representative and credit representative of Charter Financial Planning Ltd ABN 35 002 976 294, Australian Financial Services License and Australian Credit License No. 234665