What we do
Drawing on the depth and experience of Pitcher Partners multidisciplined team, we can advise across our clients’ financial position in a co-ordinated and efficient way; saving time, money and enhancing outcomes.
Our investment capabilities
Our strategic advisers average over 20 years of professional experience and are commited to forming trusted relationships with their clients.
However, experience is just one element.
Access to quality investment information is critical to creating value and our clients benefit form the shared foresight of our investment committee which is supported by a fully resourced research team*.
Pitcher Partners clients benefit from the shared foresight of our investment committee backed by a fully resourced research team*. This assists our advisers to filter quality investment information from market noise in creating value for clients.
*Research is provided by Pitcher Partners Investment Service, a separate member firm based in Melbourne.
Investment Flexibility - Delegate or Collaborate?
We work with exceptional clients; including business owners, Not-for-Profits and High Net Worth (HNW) individuals. Although each is different, they all typically lack the time to manage their finances given other work and life priorities.
Pitcher Partners Wealth WA advisers have significant experience in providing clients with Managed Discretionary Account (MDA) portfolio services. An MDA allows your senior adviser to manage your portfolio within mutually agreed parameters. You benefit from professional investment management whilst staying fully informed through consolidated reporting, administration and regular updates
For those who want to be more actively involved in the investment decisions, we can also provide non-discretionary services.
Our pricing - fair and transparent
Pitcher Partners Wealth WA charges fees based on the services the clients require rather than assigning them to traditional pre-set financial planning ‘packages’. This provides significantly more visibility regarding our value proposition and transparency for our our clients.
Fee for service – scoped engagement with fixed fee quoted in advance
Fee for Service - fixed service fee agreed prior to implementation.
Actively managed/advised portfolio
A fixed fee based on the portfolio complexity and ongoing service needs.
Execution advice fees apply to non-discretionary accounts.
Initial & ongoing
Commission is earned on the successful implementation of your insurances.
Initial & ongoing commission rate disclosed prior to implementation.
Business values & beliefs that drive client outcomes
We believe a business’ values & beliefs ultimately drive client experience and outcomes. We actively promote ours within the team and amongst our key stakeholders:
|Putting client outcomes above all
No short term public shareholders means we focus on long term client relationships.
Advising on our client’s wealth through disciplined risk management.
Bringing together a multi-disciplined technical team to optimise client outcomes.
Positively contributing to our community and supporting others that do the same.
Pitcher Partners Wealth WA Pty Ltd has selected Sentry Advice Pty Ltd AFSL 227748 as its licencing partner. Sentry is a WA based dealer group providing support services to over 140 advisers across Australia. View Sentry Advice FSG.
*Pitcher Partners Wealth WA Pty Ltd is a separate legal entity of the Pitcher Partner member firms.