KSR Private Wealth

Our team is highly experienced, well qualified senior wealth advisors who will provide you with professional, independent and holistic planning advice and achieve your unique lifestyle and financial goals. They are leaders in their field and well respected in the financial services industry. When you meet with a senior wealth advisor at KSR Private Wealth adviser you're meeting with the industry's best.

We believe in establishing and nurturing long-term professional relationships of trust with our valued clients. After our initial advice to get you moving in the right direction, to ensure you remain on track, we'll offer to meet with you regularly to help you navigate through the inherent complexities associated with constantly changing investment markets and a dynamic legislative environment, and make adjustments to your personalised strategies when required.

Our clients are respected members of the community who understand the value associated with seeking out high quality professional financial advice and services from the industry's best. Whether it's acting as a sounding-board, advice coach or mentor, we provide a range of advice and services to suit everyone. Most of our clients are high net worth individuals, successful small business owners, and professionals from a range of backgrounds.

Our new clients are often the referred close friends, colleagues, peers, and family members of our loyal and long standing existing clients.

All initial meetings are at no cost to you, and are without obligation. Our initial meeting will help us explore your potential alignment and suitability with our advice and service offers. Following our initial meeting, if we believe we can help you, we'll outline the costs of our advice before we proceed any further with you.

We have an open and transparent advice process and act under a fee-for-service model that is commensurate with the time, nature and complexity of the advice provided to you.