Trusted partners, with you for life’s journey
Sterling Private Wealth is a boutique private wealth business established by our leading principal financial advisers with over 50 years combined experience. Our team work closely with clients to provide strategic guidance and expert advice every step of the way.
What we do
We develop tailored step-by-step financial strategies and help you make informed decisions about your money.
Investments
Everyone has different needs and circumstances. Please contact us before you start putting your money into any form of investment.
Self Managed Super
A SMSF is one where you, as a trustee and member, have responsibility over the management, investment and admin of your super fund.
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.
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
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.
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.
Insights
Evidence-based ways to hold back the hands of time
You can’t stop the clock, so the saying goes, but humanity has spent a long time trying to slow down…
Insurance is a sound investment
Managing risk is an essential part of investment strategy to reduce the potential for losses. Risk is not just associated…
Understanding the new $3m super tax
The much debated tax on superannuation balances over $3 million is inching closer and those who may be affected should…
Market movements & review video - March 2024
Stay up to date with what’s happened in markets and the Australian economy over the past month. The economic indicators…
What insurance do you need when buying a house?
When getting ready to buy property, there are many things to keep track of as settlement approaches. An important consideration…
Securing your passwords online
We spend a lot of time online and don’t often think about the risks involved. Yet if we are not…
What our clients say
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John DoeCEO
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John DoeCEO
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John DoeCEO
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