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Growing and maintaining your wealth for the future

Commonwealth Private Office was created in 2010 to cater for clients that require a deeper level of investment advice and engagement with investable assets of $10 million or more.

Traditional brokers or financial planners usually manage a wide range of clients and investments. They tend to make recommendations based on broad experience rather than an in depth analysis of individual portfolios.

Commonwealth Private Office does things differently by assigning a highly specialised team to each of our clients. Each member of the team has a segregated skill set ensuring that every aspect of your portfolio is assessed and fully understood. The team then collates their knowledge before recommending strategic wealth management solutions.

With growing wealth, the complexities surrounding a family’s affairs also grow, and typically our clients require an engagement which helps them plan beyond their current set of circumstances and over the next generation, and sometimes generations.

A priority for Commonwealth Private Office is to think ahead, identifying problems before they arise and assigning the right specialist to deliver a solution.

A number of our clients have philanthropic aspirations, which often sit high on their agenda. We assist by providing a governance framework for the family to use as a guide for the ongoing management of their financial affairs.

Our senior Relationship Managers, investment and technical specialists work closely together to develop truly bespoke solutions for individuals and their families.

Important information
This information has been prepared by Commonwealth Private Limited ABN 30 125 238 039 AFSL 314018, a wholly owned but non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124 AFSL/Australian Credit Licence 234945 (Commonwealth Bank). Commonwealth Private’s services are provided by a team consisting of Private Bankers who are representatives of Commonwealth Bank and Private Wealth Managers who are representatives of Commonwealth Private Limited. Financial Services Guide