ABOUT US
Moonah Private Wealth was established to provide a boutique alternative to large financial institutions. We combine decades of experience with a clear understanding of the complexities faced by successful families, professionals and business owners.
Native to coastal Australia and surviving generations of changing conditions, the moonah tree inspires our long term approach to wealth management.
True Independence
Our business is privately owned and operated, which means we have no affiliations with banks, dealer groups or fund managers. This structure allows us to avoid conflicts of interest that can arise in traditional wealth management.
No Vertical Integration
We do not manufacture our own investment products or have cross-ownership with fund managers, leaving us free to select the best solution for your needs.
No Transaction Fees
To ensure changes are only recommended when they genuinely add value to your financial position, we do not receive fees or brokerage when transacting within your portfolio.
No Commissions
Our only source of remuneration is the transparent fee paid by you, ensuring our interests remain aligned with yours — not the products we recommend.
Boutique Advantage
We do not aim to replicate the institutional scale of global private banks or larger wealth managers — instead, we offer a personal service that major firms can often struggle to provide.
Our focus is on building long-term, trusted relationships with our clients and a genuine commitment to understanding their individual circumstances.
We want you to have the confidence and peace of mind that comes from knowing your financial affairs are being overseen by an adviser who fully appreciates your unique situation and goals.
Integrated Advice Model
Moonah Private Wealth brings financial planning and investment advice together through a single, integrated offering. We believe effective wealth management requires both disciplines to be considered as part of the same strategy.
Our approach starts with a clear understanding of your circumstances and long-term goals. We then design, implement and review a holistic framework that ensures these elements work cohesively in support of your broader wealth objectives.