SERVICES
Comprehensive financial guidance for every stage of your life
Helping successful Australians achieve their financial and lifestyle goals, Elysium Private Wealth offers a tailored blend of services and expertise to reflect the unique needs of their clients.
WHAT WE OFFER
Our services
Our services extend from traditional managed account and managed fund solutions to private equity arrangements and sustainable investing options to meet your specific needs. As the trusted stewards of your wealth, we’re firmly invested in your financial and lifestyle success and take a holistic, long-term approach to safeguarding your legacy.
Investing and wealth protection
Crafting tailored investment portfolios that align with the risk profiles and goals of clients with complex needs is central to what we do.
Often our clients are seeking non-mainstream investment opportunities, and we can also provide access to alternative investments such as private equity, hedge funds and other alternative investments.
Asset and income protection is critical for successful Australians, and we can guide you through the myriad of insurance options to protect your assets and income.
Holistic financial management
Complex financial affairs and the strategies needed to manage them, often require a broader network of professionals, some of which may include accounting, legal and tax specialists. We can play a lead or participatory role in integrating the services of a network of professionals to give our clients a seamless solution and single point of contact.
Family office services
We provide wealth management services for families in matters like governance, education funding and succession planning.
Family dynamics and inter-generational relationships can bring further complexity to a client’s financial situation and goals. We’re empathetic and effective in helping get partners and family members united behind a single agreed plan.
Business protection and succession planning
For many of our clients, their business operation is the engine room that has powered their success and enables the lifestyle they and their family enjoy. We can help protect this critical asset with business insurance options and key man insurance for principals and essential personnel.
The smooth transfer of business ownership when the time comes can be a stressful and emotional process. We can assist clients navigate the complexities around business transitions and capital gains tax exposure and put an early plan in place that considers the needs of all parties involved.
Philanthropy and impact investing
We can help clients structure their charitable giving in a way that is both tax efficient and aligned with their family’s values, whether by gifting, bequests, donating to existing charities or establishing their own charitable foundation.
Impact investing is no longer a niche area and is increasingly important to many of our clients. Sustainable investing products and strategies are more numerous and complex, and this is an area in which we’re supporting clients with values-based investing that still supports their broader wealth accumulation goals.
Executive public sector advice
With a well-established office in Canberra and decades of experience, we’re specialists in providing financial advice services to senior Commonwealth and state government public servants.