A Discreet, Relationship-Driven Family Wealth Advisory Service
We advise high net-worth individuals and their families, business owners, self-funded retirees, and diverse professionals across Melbourne and the Mornington Peninsula.
We are inspired by the creation and bestowment of legacies
Be it a productive life well lived, securing the future of individuals and families, or giving back to the people and institutions that have meaning for you.
We help clients achieve their legacies by serving as an intelligent financial steward.
Our Services
Navigating the financial landscape is complex, time consuming and requires deep specialist knowledge.
Our service proposition to clients comprises two key pillars: Strategic Wealth Advice, and Investment Portfolio Management.
These are underpinned by our service proposition that prioritises the integrity of relationships over conventional industry norms. This means that we are 'on the ground' and engage with clients how they want, where they want, and as frequently as they want.
Asset Structuring (including Personal, Trusts, Companies and Superannuation (including SMSFs)
Investment Asset Allocation and Investment Selection Advice
Tax (financial) Advice
Retirement and Retirement Income Planning
Estate and Intergenerational Wealth Planning
Philanthropy (including Private Ancilliary Funds)
Contact Us
Gascoigne Private Wealth is a Corporate Authorised Representative (ASIC No. 1310098) of Lifespan Financial Planning Pty Ltd (AFSL 229892). ABN: 27 677 488 498