Client trust & peace of mind is paramount because we care.
KWS Private Wealth
You’ve worked hard to build your wealth, so it’s important to treat it with the respect it deserves, and with future generations in mind.
About KWS Private Wealth
KWS Private Wealth is a personalised and bespoke service, for those investors seeking a tailored investment portfolio construction, and confidence in knowing any advice you receive is managed under a robust and professionally proven process.
For those clients who’s priority is managing wealth with their future generations in mind, asset protection alongside asset growth, and tax management, the KWS Private Wealth service will be tailored to suit you. We work for you alongside your legal and tax advisers to ensure your desired outcomes are achieved.
Your adviser and their service team will strive for excellence with you and your family as their priority.
KWS Private Wealth typically suits clients with investible assets of over $2 million, or an annual income of $250,000 per annum or more.
Putting You First
As a KWS Private Wealth client, you will have access to our priority service and a dedicated team.
Family Wealth
Sometimes the things we are most proud of is what we leave behind. We will help you grow and protect your legacy by educating and guiding your family, even when you’re not here.
Professional Team
KWS Private Wealth clients deal with a Partner/Senior Financial Adviser of our firm with a dedicated client support officer.
Structuring and Tax
Many KWS Private Wealth clients have complex entity structures. We work with your legal and tax advisers to ensure an outcome you will be pleased with.
Specialists in Wealth
Your adviser will have at least 15 years experience in wealth management, and will be a partner of our firm so they will understand your complex environment.
Meet Objectives
Your objectives will be unique to you, your business, and your family. Our job is to understand why certain objectives are so important to you, and help you achieve them.
Exterior
Urban & Commercial Design
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Interior
Interior Spaces & Experiences
Cu omnium propriae mel. Eum detracto suscipit ut, et vix splendide scriptorem. His exerci integre moderatius et, ea vis zril choro deseruisse. Ea qui omnesque mnesarchum liberavisse. Ei mei unum lorem, te nam velit philosophia
Your Advisers
Brent Kelly
Partner / Senior Financial Adviser
Brent Cerutti
Partner / Senior Financial Adviser
Dave Haydon
Partner / Senior Financial Adviser
Testimonials
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Our Clients
Blog
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