We are your partner in your wealth journey.
Our core principles in managing your wealth are:
- Simplicity – the most undervalued element in many financial structures
- Clarity – every financial decision should create clear value and measurable impact
- Consistency – life-changing outcomes rarely come from single decisions, but from small, consistent steps that compound into long-term financial success
These principles guide every stage of your wealth journey — from growing long-term wealth, to preserving your hard-earned capital, to transferring a legacy to the next generation or supporting the causes you care about most.
We are your investment adviser and financial planner.
Investment management sits at the core of what we do. It is the engine that powers all other strategic financial decisions.
- We combine institutional-grade research, rigorous due diligence, disciplined risk management, and precise execution — the same standards expected by wholesale and sophisticated investors — with the agility to tailor and implement solutions for individual clients.
- We take a long-term approach to managing portfolios, while remaining active and responsive to the behavioural dynamics of modern financial markets.
- Within our broader portfolio management framework, each portfolio is individually constructed across multiple asset classes, aligned to specific objectives, risk parameters, liquidity needs, and personal preferences (including ESG considerations).
However, building an investment portfolio alone is not enough to achieve all financial goals.
- It must sit within the right structure, guided by clear objectives and designed to serve specific strategic purposes. With decades of combined experience in delivering holistic financial strategies, we view your wealth through a comprehensive lens.
- We work closely with you and your broader network of advisers — including accountants, lawyers, and other professionals — to deliver a coordinated and well-integrated outcome.
By combining our expertise in investment management with holistic financial planning, we partner with you to create a simple and clear financial journey — one built on consistent steps that compound into long-term financial success.
Bradley Booth
Private Wealth Adviser
Ryan Li
Private Wealth Adviser
Adam Cronin
Client Services Administrator
Our latest quarterly commentary
Our latest insights
One of our core pillars at Euroz Hartleys Private Wealth is education and sharing our knowledge with our client community. Our goal with Wealth Insights is to explain sometimes technically challenging wealth management topics in simple and easy to understand language. The broad range of short videos and reports can be accessed in our Wealth Insights section.
- Maximise Super Balances
- Federal Budget 2026–27 | Key Changes at a Glance
- Episode 53 “Navigating the $3.5 trillion wealth transfer”
- Episode 52 “What is in the ATO’s crosshairs”
For more insights, click here.
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