Private Wealth

We believe that everyone should have access to quality financial advice, regardless of their budget or circumstance. Our mission is to help our clients achieve their financial goals and dreams, whatever they may be.  Our clients range from everyday mums and dads, high net worth individuals, and organisations across Australia and the globe.

Whether you’re looking to plan for retirement, buy your first home (or third investment property), invest your organisations funds, or just get your finances in order, Thesan Private Wealth can help.  With our team of experienced advisers and industry knowledge, we can provide you with the best possible service and advice, no matter where you are in life.

Financial Planning advice is provided by Thesan Private Wealth, Corporate Authorised Representative #1298410 of TFS National Pty Ltd, Australian Financial Services Licence No. 532141, granted by the Australian Securities and Investments Commission (ASIC). This licence allows Thesan Private Wealth to offer the highest quality advice to clients, enhanced through the use of internally and externally researched investment, superannuation, and insurance solutions.

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Overall Financial Strategy and Planning

  • Our Advisers help uncover your financial goals and work with you in designing tailored financial solutions that maximise your financial potential.

  • We take time to understand your goals and objectives and ensure that your needs are addressed in our advice. Everyone has different needs, and at Thesan Private Wealth, we ensure that our recommendations cater for your individual personal preferences.

Superannuation, including SMSFs

Investing for the future is an important aspect of personal finance. Superannuation allows us to grow our wealth and prepare for retirement by building a nest egg before we need it – making our money work for us, in even small amounts invested regularly, can have a big impact over time. Investing superannuation is an opportunity to make long-term investments that are tailored to personal tolerance levels of risk and loss, and can result in greater rewards than would be achieved through saving alone. It’s a great choice for those wanting to take control of preparing for retirement and achieve their desired lifestyle during those golden years.

Thesan Private Wealth ensure your retirement savings are maximised through the use of intelligent strategies to boost contributions, increase tax effectiveness, preserve capital and assist in navigating the complex legislative framework.

Investment Advice and Management
(Individuals and Organisations)

  • Thesan Private Wealth is proud to offer tailored investment solutions for our clients.

  • Along with Retail advice offerings, we also provide Wholesale investment services to High Net Worth individuals and Organisations.

  • We are not directed or controlled by any third-party institutions and have the ability to recommend what is truly in your best interests.

Wealth protection, including life, disability and critical illness insurances

  • Personal risk insurances are some of the least understood, yet most necessary forms of insurance available. While we generally recognise the need for car, home and private hospital insurance, we commonly neglect our single most important asset – our earnings capacity. The ability to generate income through employment or business endeavours to support your financial and lifestyle commitments is the primary asset of those yet to retire.

  • With so many products and policies out there, it’s easy to be either under or over-insured. Through the use of an independent panel of quality insurers, Thesan Private Wealth is able to match you with the right level of cover so you have total peace of mind.

Wealth Accumulation

  • Generational wealth is the accumulation of assets during your lifetime that will fund your financial needs and set up a legacy for generations to come. Thesan Private Wealth draw from a large array of strategies to ensure that your financial circumstances can be maximised to generate sustainable and lasting outcomes.

  • Thesan Private Wealth is a firm whose investment philosophy is built on the premise of value, quality and the preservation of capital and fundamentally is asset class agnostic. This leads us to strive to generate returns in the most cost-effective, risk-managed and sustainable manner possible.

Retirement Planning

  • It’s never too early to start planning for your ideal retirement. Thesan Private Wealth listens to your goals and helps you balance risk and return now, with a secure and enjoyable future. By doing this, it enables you to make the most of your retirement by recommending strategies to help ensure the longevity of your retirement capital, assist with taxation minimisation and deliver greater peace of mind up to and through retirement.

  • Given the extensive experience within the superannuation environment, our Advisers are fully versed in the maximisation of entitlements that you may have with all government superannuation schemes.

  • We are able to assist you with questions such as:
    • How much superannuation do I need to retire?
    • Should I increase my contributions into superannuation and if so, by how much?
    • At what age can I cease working?
    • What investments should I be making if I want to retire in 5, 10 or 20 years?
    • What tax-saving strategies are available?
    • How do I make my superannuation last in retirement?

Estate Planning

Estate planning is an important part of securing your financial future. It can help you protect your assets and ensure they are passed down to future generations in accordance with your wishes. Wills and Enduring Powers of Attorney (EPOA) are two essential components of estate planning. A Will gives your executor, who you appoint to administer their contents, specific instructions on how to distribute your estate upon death. An EPOA allows you to designate one or more individuals as a legal representative over any or all aspects of your finances and decision-making if you become incapacitated. 

It is important to review wills and EPOA periodically with a legal professional in order to ensure that the information is up-to-date and reflects any changes since their original drafting. Without proper estate planning, you may be putting the financial well-being of yourself and others at risk, so taking the time now can save a lot of trouble later on.

Thesan Private Wealth can help to ensure that your wishes are given effect through the most reliable means possible and are available to liaise with a trusted network of solicitors where needed to ensure that this is accomplished in the most efficient and tax-effective manner possible.

Cashflow & Debt Optimisation

  • A sustainable cash flow is imperative in securing your financial goals and commitments and with this goes the intelligent use of debt to further advance your objectives. Thesan Private Wealth understands the dynamics of a healthy cash flow and the ways in which to harness it for the advancement of your financial prosperity.

  • We work with you to improve cashflow management, minimise bad debt and optimise good debt so that you can move forward with financial confidence.

Philanthropic Planning

Thesan Private Wealth offer investment and advisory services to help maximise your philanthropic efforts now and over the long term. Specially-designed products can be used to provide you with the confidence and security of knowing that your philanthropic endeavours achieve their desired outcomes.