Private Wealth Advisory Team

Beyond visa-related investments, Brett and Luke act as trusted advisers to their clients in Australia, offering comprehensive wealth management solutions tailored to evolving financial goals. Whether it is portfolio diversification, intergenerational wealth planning, or strategic asset allocation, they provide ongoing support and guidance well beyond the initial visa process.

Committed to delivering exceptional outcomes, they help clients navigate complex regulatory landscapes, mitigate risks, and capitalise on opportunities. Whether you are a high net worth individual seeking residency through investment or an immigration professional supporting such clients, Luke and Brett ensure you receive expert, forward-thinking financial advice at every step.

The team specialises in wealth management for high net wealth families, business leaders, and investors worldwide. With expertise in direct equities, property REITs, wholesale corporate bonds, private equity, and managed investment schemes, Brett and Luke help clients grow and protect their wealth. As pioneers in investment migration, they advise on post-business exit strategies and global investor programs.

Brett and Luke are leading experts in the Australian Significant Investor Visa and Investor Visa, providing strategic guidance to international clients. Combining technical knowledge with forward-thinking solutions, they empower investors to navigate complex financial landscapes with confidence and clarity.