We are in a trusted partnership with our clients and investors
Progressive Advice And Investment Solutions

Our professional services apply unparalleled experience and knowledge across multiple Strategic Financial Advice disciplines, markets, and products to provide the best advisory and investment offerings to influence our clients’ financial success.

Strategic Financial Advice Investment Solutions

Our bespoke strategic advisory and wealth management services are designed to preserve and grow the wealth of both wholesale and retail investors based on their unique circumstances.

Personalised Strategic Financial Advice & Investments

Our bespoke advisory and wealth management services are designed to preserve and grow the wealth of both wholesale and retail investors based on their unique circumstances. We foster supportive and committed relationships with our financial advisers, working hand-in-hand with them and our clients to identify mutual interests and achieve our shared goals.

We recognise the significance of a robust financial planning process. Our services cater to income investors seeking above-market fixed-income distributions and growth investors pursuing accelerated wealth creation and profitability. Our comprehensive financial planning services and extensive experience encompass personalised advice and investment solutions provided by our advisers, including:

  • Superannuation review and investment advice
  • SMSF advice & establishment, asset allocation, and investment services 
  • Tailored investment strategies
  • Retirement planning
  • Portfolio construction and optimisation
  • Asset allocation
  • Estate planning
  • Personal insurance advice- Life, TPD, Income Protection, and Trauma
  • Redundancy benefits
  • Personal injury payment advice

Specialist Investment Services

Our investment solutions include portfolio design and construction with exposure to the major asset classes, including Australian & international equities, fixed interest securities, ETFs, managed accounts, managed funds, alternative investments, property-based assets (direct/managed fund), private debt investments and portfolio management.

Key Advice Outcome?

Better After-tax Returns

Our investment solutions can deliver better after-tax returns and contribute to a client's investment bottom-line.

Personal Risk Protection

Your personal risk protection needs will be fulfilled via the implementation of appropriate insurance policies.

Diversified Asset Allocation

Asset allocation advice can help diversify clients' portfolios and therefore reduce the overall volatility and risk on their overall investments.

Asset Protection

Asset protection advice can ensure portfolios and assets are hedged against commercial and Bankruptcy Acts.

SMSF Loans (LRBA)

Establish SMSFs, advice on SMSF loans and lenders to assist with potential loans, arrange for legal advice and other ad hoc services.

Potential CGT Deferment

SMSF advice can allow deferring any capital gains on investments until retirement, at which stage they may become tax-free (subject to legislation).

Ad Hoc Specialist Services

The ad hoc services to Private Wealth investors are designed to save time and cost. We use unique, custom-built tools to give you the edge. 

Estate Planning

As a client, you can benefit from succession planning services. Our Private Wealth Advisers can work with you to ensure your succession plan is well structured so that it can be tax and cost-effectively transferred to your next generation.

Personal Insurance

Our clients can benefit from our specialist risk advisory services offered through B. Moses Private Wealth. Our objective with private wealth clients' is to utilise insurance to help protect their families and assets in any event that can significantly disrupt the health and wellbeing of their lifestyle and financial affairs, including their investments under advice.

UK Pension Transfers

Our Private Wealth Clients receive advice on transferring their UK Pension to Australia via B. Moses Private Wealth. The offering is hustle-free, and we save clients time, and significant cost savings in transferring their UK Pension to a Qualifying Recognised Overseas Pension Scheme (QROPS) here in Australia.

SME Advisory Services

Our SME clients can benefit from a comprehensive range of business advisory services. Working in partnerships with qualified third-party specialists, we provide bespoke SME support services on business cashflow lending, mergers and acquisition services, business sale and tax concessions, and acquiring a business or property using SMSFs and other trust structures.

We are here to help

Our customised multi-asset wealth management framework integrates all investment asset classes- shares, properties and interest-based securities.

Working hand-in-hand with our clients, our strategic advisory and investment services can be designed to support and meet the advice needs of first-time or experienced family investors, retirement planners, superannuation and SMSF investors, wholesale investors, financial advisers, business owners, medical professionals, and corporate clients.

Our Private Wealth services include providing daily recommendations on equities and investment options. An integral part of our services includes providing general advice and discretionary equities advisory services suitable to investors looking for income generation and growth portfolios.

We provide seamless and cost-effective superannuation and SMSF specialist services and asset allocation advice built around our private wealth clients. Like a traditional super fund, we have centered everything around our clients, and their assets are actively managed on their behalf by professional, experienced asset managers.

As a client, you can benefit from gearing investments and advice to increase your equity and placement in a range of investment offerings, including shares, property-based assets, high-yield private debt investments, and improve your after-tax investment returns.

Structured to provide capital preservation and higher distributions to traditional bonds, term deposits, and other fixed interest securities.

Our clients benefit from equity capital markets opportunities such as IPOs, capital raising and placements, ongoing research, and excellent execution and distribution services.

We are here to provide you with investment insights and financial guidance. Our simplified new way of wealth management is to stay connected and supportive via a secured access portal to create positive client experiences that promote transparency and accountability.

For consistent distribution of above-inflation income, our fixed interest asset allocation solutions, private debt, and private equity services can be designed to deliver steady returns or income combined with capital preservation.