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.