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Why Get Financial Advice?

As a lawyer, law firm or self-employed barrister, you possess unique financial challenges and opportunities.

Managing your finances effectively is crucial to securing your future and achieving your long-term goals. That’s where professional financial advice tailored specifically to lawyers comes in.

We understand the complexities of your profession and the financial intricacies that come with it. Here’s why seeking financial advice is essential for lawyers and partners.

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What we do

We develop tailored step-by-step financial strategies and help you make informed decisions about your money.

Superannuation

Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.

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Retirement Planning

Retirement may seem like a long way off, but putting money into super now is still a tax effective way to invest your money for the future.

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Investments

Everyone has different needs and circumstances. Please contact us before you start putting your money into any form of investment.

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Wealth Protection

Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right solution for you and your family.

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Self Managed Super

An SMSF is where you, as a trustee and member, have responsibility over the management, investment and admin of your super fund.

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Debt Management

Effective debt management is not just about the interest you pay, but also the type of assets you’re investing in and prioritising your debts.

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Estate Planning

We’d all like to leave a legacy once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time.

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Tax Planning

Taxes play a significant role in your financial well-being, and proper tax planning is essential for protecting and maximising your wealth.

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Our financial planning process

Our proven process helps us get to know you – your passions, goals, needs and wants. From there, we develop a customised financial plan that adapts and changes as your life progresses.

Step 1
Step 2
Step 3
Step 4
Step 5
Initial Discussion
Let’s have chat to understand your current position and how we can help to add value.
Initial Meeting
In this meeting we can take a comprehensive look at your current situation, objectives and needs. We explain the process and tailor a package to suit you.
Financial Plan
We create a personalised financial plan that will serve as a roadmap towards your goals.
Implementation
We now put your financial plan into action by implementing all your personalised strategies.
Support
There is no ‘set and forget it’. We stay in touch and review your plan based on major life changes or market factors.

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What our clients say

“Regan is an absolute credit to Private Wealth Partners, highly professional, intelligent and most of all he truly cares about you. Having only moved to Australia a number of years ago with my family, Regan’s deep knowledge and patient approach has enabled us to gain clarity of vision with both our financial and personal goals. His ability to simplify today’s complex financial matters has enabled us to make fast choices and spend that valuable time on the important stuff such as family. Simply, we trust Regan and we know he will continue to build a wonderful future for our family. I highly recommend Regan.”
K Walford (Solicitor / Associate Director)
“I have worked with Regan for a number of years as a client. He is highly knowledgeable and gives practical, straightforward advice delivered with a long term view in mind. He took time to understand my personal financial situation and was equally happy to help with the small things in addition to longer term planning. I wouldn't hesitate to recommend Regan”
C Thomson (Operations Director)
“Regan takes the time to ensure my personal financial goals are met whilst at the same time making sure that I understand what's happening and why. As a young, busy professional, it's important to me to know that someone is helping me to look after my financial situation and Regan offers that comfort and expertise. ”
L Qiu (Senior Associate)

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Financial Advice for Lawyers is a service provided by Sydney Private Advisory Pty Ltd ABN 67 652 287 477 and is authorised by Gill & Co Advisory Australian Financial Services Licence (AFSL) 551560.

Disclaimer: This website is designed for general information purpose only and does not constitute personal financial advice. All statements made on this website are made in good faith and we believe they are accurate and reliable. Sydney Private Advisory & Gill and Co Advisory do not give any warranty as to the accuracy, reliability or completeness of information that is contained in this website, except in so far as any liability under statute cannot be excluded. Sydney Private Advisory & Gill and Co Advisory, their directors, employees and their representatives do not accept any liability for any resulting loss or damage suffered by the recipient or any other person.

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Jane Brown

Head Accountant

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