Private Clients
Wealth Services

Protect and grow your wealth

PwC’s Private Clients Wealth Services. Define a new way of managing your wealth

Why choose us?

Our team follows three principles to ensure we deliver on our promise of personal commitment and professional expertise. Our only vested interest is yours...

Putting your
needs first

We are truly independent

We see our role as a long-term guardian and put your best interests first:

  • We passionately support your goals and objectives above everything else
  • We consider whole-of-balance sheet, including business interests and real estate investments
  • We operate under a transparent, fee-for-service model and do not accept third party commissions
  • Outcome driven solutions are our responsibility and at the forefront of our thinking

Empowering you to
make confident decisions

Through insight and information

We understand one size doesn’t fit all. We provide clear and tailored information, so you can confidently make decisions about your wealth strategy, based on:

  • Our experience and insights gained from working with family offices and private banks in Australia and globally
  • The latest thinking from our global network of thought leaders in investment strategy and management

Simplifed, integrated
and technology enabled

We look at your needs holistically

We facilitate the implementation of bespoke investment solutions available to view all in one place:

  • Build and protect wealth across market cycles and through generations
  • Market leading technology platform provides a real-time transparent, consolidated view across your balance sheet
  • We work in consultation with your professional advisers, as well as being able to connect you with experts within the PwC network to meet all your personal and business goals
  • We integrate expert tax advice and focus on after-tax return outcomes

Meet the team

We take the time to understand your personal circumstances and aspirations as well as your business and financial goals. Only then do we apply the breadth of our expertise to help you achieve your wealth strategies.

Stuart Morley

Head of Family, Business and Wealth, Private Clients

03 8603 0280

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Dale Sanftl

Partner, Family, Business and Wealth, Private Clients

03 8603 0994

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Lisa Foster

Director, Family, Business and Wealth, Private Clients

02 8266 2775

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