Using market leading research and software solutions, our Wealth Service encompasses a wide range of topics, for example:

  • Portfolio structuring using Strategic Asset Allocation

We believe in a scientific approach to structuring your investment portfolio. Determining your Strategic Asset Allocation is a combination of determining your risk appetite and applying insights gained from comprehensive cash flows and modelling

  • Ongoing Investment Management

Once you know what asset classes and fund managers to invest in, we can assist you with placement of the investments and ongoing monitoring and rebalancing of your portfolio

 

  • Comprehensive Retirement Planning (including Superannuation options)

On the Risk Insurances side, we follow a detailed process to determine:

 

  • The types of insurances you should ideally have in place
    Our advice covers the following types of insurance:
    • Total and Permanent Disability
    • Income Protection
    • Trauma Insurance
    • Life Cover
  • The appropriate level of cover you should have
  • The insurance products and providers that are appropriate for your particular circumstances
  • Structuring ownership of policies to ensure maximum efficiency and optimise cash flow

REGULATORY INFORMATION

Finance Regulatory Information

Our finance business - Arbitrage Private Clients Pty Ltd - operates under a separate license (a Credit License) from our Wealth & Risk business. Please find all our regulatory information for this business below:

 

Wealth & Risk Regulatory Information

Our Wealth and Risk business - Arbitrage Private Wealth Pty Ltd - operates under the Australian Financial Services License of Evaro Wealth Partners Pty Ltd. Please find the regulatory information for these businesses below: