Welcome to Tasmanian Private Wealth Advisers
Tasmanian Private Wealth Advisers is a boutique financial planning practice based in Sandy Bay. It specialises in funds management and risk insurance and incorporates both investment and superannuation planning. Tasmanian Private Wealth Advisers combines more than 24 years of experience in investment strategy and management and currently has over 110 million dollars under management and advice.
Tasmanian Private Wealth Advisers also specialises in life insurance and income protection insurance.
Tasmanian Private Wealth Advisers is a Corporate Authorised representative of Dover Financial Advisers, a dealer in securities and a non-aligned product provider. Dover enables us to offer you the best product that meets your needs, rather than promoting products from a particular dealer group.
Financial Planning is a complex process that requires an understanding of your financial concerns. This may involve issues with Centrelink, the new taxation programs, investments, new simpler superannuation, life insurance and income protection insurance.
We can help you create an effective ongoing financial plan that can provide peace of mind now and in your retirement.
Contact us at TPWA for a consultation so we can discuss your requirements.
TPWA are unable to provide by law, any advice on this website.
Income Protection insurance is possibly the most essential type of insurance cover because your income determines your standard of living, your ability to build wealth and your capacity to provide for retirement.
Self-managed superannuation funds pose new and challenging problems for their trustees under the changes announced by the Federal Government as part of the new Simpler Superannuation arrangements.
and Risk Insurance
Life Insurance simply insures your life and when your life ends the estate or beneficiaries receive the benefits of the policies.
In total and permanent disability risk insurance, you receive the benefits of the policy.
Tasmanian Private Wealth Advisers expects its staff to act in a professional and ethical manner and strive for excellence in standards and quality of service with honesty and integrity at all times.
To be recognised and acknowledged as the leading Financial Planning Practice in Tasmania.
To be the most successful, respected, ethical and professional Financial Planning Practice in Tasmania with standards beyond reproach.