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Advice for me

Do you have a personal financial goal you want to achieve? It might be making the most of your superannuation or ensuring compliance with your tax obligations. Maybe it’s getting the best return for your investments and building wealth. We can help set you up for success, so you look at your financial future with confidence.
A strong financial legacy

Building a solid financial legacy is important. You might be growing your wealth to meet your own goals. Or wanting to protect your assets. Planning for your children’s financial future. Or your own. We understand why, and we can show you how.

Whether you’re focused on wealth management, personal tax compliance, investments or family finances, our team will give savvy advice and guidance to secure your legacy.

Advice for families

We’ve been helping families protect and grow their wealth since our inception. We can advise you on financial management, investments, wealth transition and succession planning. And help navigate complex family dynamics to preserve relationships into the future.

Investment advice

It’s important to be proactive with your investments. Making positive decisions about your money today will secure a prosperous tomorrow. We’ll guide you through it all.

Personal tax

Ensure your tax is efficient and compliant in Australia. Or that you’re correctly managing your tax residency status if you’re moving around the world. We can help you confidently navigate whatever tax landscape you find yourself in.

Wealth management

We’ll work with you to achieve your wealth goals. Now and into the future. Everything from creating a strong wealth protection or estate plan, to getting the most out of your superannuation for a comfortable retirement.

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Please highlight a realistic time frame that will enable us to provide advice within a suitable and timely manner. Please note given conflicting demands with our senior personnel, we will endeavour to respond to you within the nominated time frame. If you require an urgent response, please contact us on 03 8610 5477.
Responses to queries submitted via this form (“Response”) are produced by Pitcher Partners Advisors Proprietary Limited and are prepared for the exclusive use and benefit of those who are invited, and agree, to participate in the CRITICAL POINT NETWORK service. Responses provided, or any part thereof, must not be distributed, copied, used, or relied on by any other person, without our prior written consent. Any information provided is intended to be of a general nature and prepared without taking into account your objectives, circumstances, financial situation or particular needs. Any information provided does not constitute personal advice. If you act on anything contained in a Response without seeking personal advice you do so at your own risk. In providing this information, we are not purporting to act as solicitors or provide legal advice. Any information provided by us is prepared in the ordinary course of our profession and is based on the relevant law and its interpretations by relevant authorities as it stands at the time the information is provided. Any changes or modifications to the law and/or its interpretation after this time could affect the information we provide. It is not possible to guarantee that the tax authorities will not challenge a transaction or to guarantee the outcome of such a challenge if one is raised on the basis of the information we provide. To the maximum extent permitted by law, Pitcher Partners will not be liable for any loss, damage, liability or claim whatsoever suffered or incurred by any person arising directly or indirectly out of the use or reliance on the information contained within a Response. We recommend you seek a formal engagement of our professional services to consider the appropriateness of the information in a Response having regard to your objectives, circumstances, financial situation or needs before proceeding with any financial decisions. Pitcher Partners is an association of independent firms. Pitcher Partners is a member of the global network of Baker Tilly International Limited, the members of which are separate and independent legal entities. Liability limited by a scheme approved under professional standards legislation.
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