Premia Private Wealth
1 William Street, Perth, Western Australia 6000
About the Business
Welcome to Premia Private Wealth, a boutique, self-licensed financial advisory business located in the heart of Perth on William Street. As an establishment of finance, we are a point of interest for those seeking comprehensive advice solutions and a premium service.
At Premia, we pride ourselves on offering clarity to our clients. We help them gain a clear understanding of their financial affairs, their key objectives, and the decisions they need to make. Our goal is to simplify any complexity, providing objective advice and developing tailored strategies that align with their unique needs and goals.
As your trusted partner, we take the time to implement and manage comprehensive solutions while being transparent about fees, process, and accountability. Think of us as your own Family/Personal CFO, overseeing all aspects of your financial affairs. Please note that our Private Wealth Office service is only available to a limited number of clients, ensuring personalized attention and exceptional service.
Our approach begins with a comprehensive assessment of your objectives, allowing us to develop tailored strategies specifically for you. We utilize financial modeling and scenario analysis to project outcomes and future positions, ensuring that your financial plan is robust and adaptable.
Investment consulting and review are also at the core of our services. We construct, implement, and manage portfolios using non-aligned, market-wide, and world-class investment solutions. Additionally, we provide consolidated administration and reporting of investment portfolios, streamlining the process for your convenience.
For those interested in self-managed superannuation funds (SMSFs), we offer full services with in-house expertise and an SMSF specialist. Whether you're in the pre or post-retirement stage, our experienced team can guide you through the key considerations and strategies to maximize your wealth during this life stage transition.
We also offer a market-wide insurance broking service, focusing on a cost/benefit assessment of your current circumstances and the actual required outcomes. Our estate plan implementation and reviews incorporate the work of legal professionals, considering the broader family and financial considerations of intergenerational wealth transfer.
Business succession strategies and funding solutions, including Key Man and Buy/Sell insurance cover, are areas where we provide expertise. We can also assist with finance reviews, restructuring, and debt management through our market-wide finance broking solutions.
Our services cater to a range of clients, including successful but time-poor business owners, executives, and other professionals. We also help those needing to manage finances through windfalls, realization events, divorce, and retirement. Additionally, our expertise extends to affluent families and intergenerational wealth.
At Premia, we value diverse experience and long-term relationships with our clients. We are passionate about providing true client value and believe in fair and commensurate fee structures. We enjoy helping clients understand our value proposition compared to industry standards and alternatives.
When you engage with Premia, you can expect a lasting advice relationship and the satisfaction of seeing outcomes through to fruition. We are committed to your financial success and look forward to working with you to achieve your goals. Contact us today to schedule a consultation and experience the difference of Premia Private Wealth.
Contacts
1 William Street, Perth, Western Australia 6000, Australia
Opening hours
Monday:
08:30 - 17:30
Tuesday:
08:30 - 17:30
Wednesday:
08:30 - 17:30
Thursday:
08:30 - 17:30
Friday:
08:30 - 17:30
Saturday:
Closed
Sunday:
Closed
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