Private Wealth Advisory Team

With more than 40 years of combined experience in the financial industry, Lara and Nicholas work with high net worth individuals in Newcastle and the greater surrounds.

The team successfully manages the complexities of significant wealth for its clients, and has consistently achieved the highest client satisfaction scores over many years, showcasing their ability to deliver results.

Their in-depth knowledge, combined with their high-touch service, ensures that those who seek their guidance receive the highest level of service and support.

Many of the strategies Lara works on are based around superannuation, as she is an accredited specialist with the Self-Managed Super Fund Association of Australia. It is rare that she comes across a client that she cannot assist in maximising their superannuation and retirement planning position. Other areas of expertise include bespoke investment solutions, wealth accumulation strategies, retirement planning and transition, and asset protection.

Nicholas specialises in portfolio construction, investment implementation, and day-to-day portfolio management. He prefers direct investing whenever possible, focusing on listed Australian and international shares, exchange traded funds (ETFs), wholesale bonds, and term deposits. With this direct approach, Nicholas believes he can achieve a better risk-reward trade-off for his clients