Considered advice. A portfolio with purpose. More time for the life you have earned.
Your financial decisions should work together. Faber Private Wealth helps retirees, families and business owners bring their investments, superannuation and longer-term plans into focus, with clear advice and a personal relationship.
Investment management & stockbroking
Build and manage a portfolio around your goals, income needs, investment timeframe and tolerance for risk. Our approach brings together asset allocation, diversification, investment selection and ongoing review, with attention to liquidity, costs and tax.
For clients who value transparency and control, we favour a mostly direct investment approach, complemented by professionally managed investments where appropriate. The level of advice, implementation support and ongoing management is agreed with you at the outset.
Retirement planning
Retirement is often a transition rather than a single date. We help you understand how your assets can support you as work slows down and throughout later life, balancing current spending with flexibility and longer-term financial security.
Advice can include retirement cash-flow planning, pension strategies, withdrawal planning and testing how your finances may respond to market falls, inflation and changing circumstances.
Superannuation & SMSF advice
Make informed decisions about how superannuation fits into your broader financial position. We assess contribution opportunities, pension arrangements, investment strategy and the role of superannuation in funding retirement.
For SMSF clients, we coordinate with your accountant and other advisers so investment and retirement decisions take account of the fund’s obligations and your personal circumstances.
Strategic advice, tax & estate considerations
We consider the tax implications of financial strategies and how investments are held, working with your accountant and solicitor where specialist tax, structural or legal advice is required.
This can include superannuation beneficiary arrangements, potential death-benefit tax and the financial implications of supporting family or charitable causes. Legal documents, tax returns and specialist legal or tax opinions remain with the relevant professional.
How we work together
Understand. We start with your circumstances, priorities and the decisions you need to make.
Plan. We agree the scope and fees, assess your options and explain the recommendations, costs and risks.
Implement and review. We help put agreed recommendations into practice and, where an ongoing service is arranged, review progress as your circumstances change.
Start with a conversation
To discuss the advice you are looking for, call 0402 876 873 or email contact@faberprivatewealth.com.au. Private consultations are available by appointment.
