Sydney investment advice
Whether it’s time to plan for the future, grow your investment portfolio or manage your wealth, you need professional and strategic solutions tailored to suit your financial goals.
Strong investment management requires experience and a deep understanding of your entire portfolio. Our expert advisors are continuously researching and analysing investments, strategies and investment opportunities to create bespoke portfolios which offer security, income flows and long term capital growth. We stay on top of the ever-changing economic and legislative landscape to ensure you receive the most up-to-date and reliable advice.
As our markets and economy continue to face unprecedented challenges and fluctuations from national and global issues, it’s becoming increasingly important to safeguard your future with a robust wealth protection plan. From establishing income protection and life insurance to fortifying your superannuation and pension planning, you can enjoy peace of mind that you and your family are financially protected for life.
Managing over $2.7 billion in client funds, Pitcher Partners provides a range of advisory and investment services to help clients protect, manage and grow their wealth.
While every client has a unique set of financial goals and objectives, they all typically lack the time to manage their finances and investments. Our advisory services can benefit:
- High net and ultra high wealth individuals
- Small family offices
- Recipients of business sale proceeds
- Small Institutional investors
- Charities
- Benevolent funds
- University funds
Powered and supported by MBS Insurance, our specialist advisors can assist with:
- General insurance advice
- Policy reviews
- Risk analysis
- New policy quoting
- Policy creation
- Risk management analysis
Pitcher Partners Sydney General Insurance Pty Ltd, ACN 620 041 581. Corporate authorised representative of Honan Insurance Group Pty Ltd, ABN 67 005 372 396, AFSL 246749. Authorised Representative No. 1257511.
Institutional investors can benefit from our comprehensive range of investment management and asset consulting services, including:
- Asset consulting
- Mandate management
- Investment reporting
- Risk analysis
- Single asset and multi-asset portfolio creation
- Asset specific investment management
Our complete advisory services for personal superannuation include:
- Fund choice, including retail, industry super and SMSF
- Contribution advice on key factors such as limits, caps and timing
- Pension planning and management
- Small business concessions
- Investment management services for underlying funds
Our expert advisors undertake deep research into every asset within your portfolio and offer tailored solutions and advice on:
- Portfolio construction
- Asset selection
- Risk profiling
- Mandate creation
- Ongoing management, administration and advisory
Our expert advisors provide in-depth advice on wealth protection and life insurance, including death, TPD and income protection. We can assist with:
- Policy reviews
- Levels of cover
- Provisions of quotes
- Claim management
- Underwriting
- Key person policies
- Buy and sell arrangements
Advisers at Pitcher Partners Sydney Insurance Services are authorised representatives of Bombora Advice Pty Ltd, ABN 40 156 250 565, AFSL 439065
Our comprehensive approach to specialist investing includes a full review of assets, risks and positioning within a specific portfolio. We offer access to specialist wholesale and professional investments, including:
- Private debt
- Private credit
- Private equity
- Venture capital
- Syndicated property debt and equity
Providing financial confidence for all clients
With over 19 years in business and $2.7 billion in client funds under management, Pitcher Partners are a trusted name in business, investment and wealth advice. Our robust investment management capability is complemented by a deeply resourced investment research team and full investment administration and data tracking team.
We have long been rated as a market leader in the high net wealth investor space, with Sydney-based advisor Charlie Viola named as Barron’s No. 1 advisor in 2018, No. 4 in 2019 and No. 15 in 2020. This achievement is a true testament to the team’s overall success and illustrates the level of expertise that all of our advisors offer their clients.
Pitcher Partners Sydney Insurances Services is powered and supported by MBS Insurance, which is the biggest broker group in the personal insurance market with over $73 million of premium under management. Our strong market position and longstanding relationships with insurance companies gives us significant buying power, enabling us to source and deliver the best solutions available for our clients.
Our experts
Charlie Viola
Partner Sydney
Jordan Kennedy
Partner Sydney
Martin Fowler
Partner Sydney
Advisors at Pitcher Partners Sydney Wealth Management are authorised representatives of Pitcher Partners Sydney Wealth Management Pty Ltd, ABN 85 135 817 766, AFS and Credit Licence number 336950.
