Wealth Management

Our Wealth Management Advisers work closely with our clients to understand their evolving needs and develop a personalised plan to achieve their financial goals. We believe that wealth creation is the result of implementing a long-term investment strategy designed to build, manage and protect money.

With access to leading software and portfolio management systems, all backed by experienced research and technical services, our Wealth Advisers are well placed to provide our clients with appropriate investment strategies and products.

Wealth management products and services include:

  • Wealth Accumulation and Investment Advice
  • Superannuation and Pension Funds
  • Self-Managed Superannuation Funds
  • Managed Funds
  • Gearing Strategies
  • Estate Planning *
  • Wealth Protection *
  • Portfolio Administation
  • Centrelink and Department of Veterans Affairs Payments and Services
  • Ethical, Social and Governance Investment Choices

* Your DJ Carmichael adviser will work with you to engage specialists in these areas as part of a comprehensive review and strategy formulation.


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