Private Wealth
Combining Wealth Management, Strategic Advice and Stockbroking
Our focus is on ensuring our clients achieve long term investment success, and wealth generation and preservation. Thriving on excellent client service, delivering results and building strong relationships that endure.
Wealth Management
Our Advisers devise wealth management plans and investment strategies to enhance your financial wellbeing.
Stockbroking
Providing investment advice and transaction execution, unique access to IPOs and deal flow and exclusive capital raising and investment opportunities.
Establishing trusted and long term relationships
We pride ourselves on being Western Australia’s trusted wealth manager, partnering with you on your tailored journey, designed to provide wealth creation and preservation. Our dedicated team of qualified Advisers have expertise that span a broad range of asset classes, technical skills and strategic financial planning capabilities.
Specialist partner on your tailored wealth journey
We understand that everyone’s circumstances, goals and ambitions are different. Our Advisers are specialists in identifying and guiding their clients to articulate these unique needs to ensure your wealth journey is highly personalised.
Our Advisers can utilise a broad range of investment options including:
Australian Equities
International Equities
Cash & Term Deposits
Managed Funds
Exchange Traded Funds
Direct & Listed Property Investments
Fixed Income
Private Equity
Alternative Investments
Derivatives & Structured Products
Find your adviser
The Euroz Hartleys Private Wealth team employs over 60 Private Wealth and Investment Advisers, each bringing a wealth of experience, specialised expertise and a dedication to ensuring you achieve your goals.
