Client focused financial management
Our aim is to provide you real steps toward financial freedom and independence.
Our approach to your financial future
McAllister Private Wealth is a financial advisory firm where we take care of a select number of clients to help you achieve your goals that matter most to you, all while staying true to your personal values. We dive deep into understanding what money means to you, help you put your financial goals into words, and then craft a complete plan to make those dreams a reality.
About McAllister Private Wealth
McAllister Private Wealth was established because we wanted to do something special. We saw the need to provide comprehensive financial advice in a co-ordinated way to a select group of individuals and families.
Our approach has always been about putting our clients’ best interests first, helping them take real steps toward financial freedom and independence. We work with busy professionals, the self-employed and retirees enjoying themselves.
Our clients needs, put first
Our focus is to help clients make the most of their financial journey and achieve those goals that are important to them.
Our purpose
Our company helps our clients achieve their financial goals in line with their most important values.
We believe in a structured approach to managing our clients’ finances to achieve the best outcomes possible.
We serve clients mostly over the age of fifty who want to achieve financial independence or have reached it and want to maintain a high quality of life.
We exist to partner with our clients to achieve the results they seek to live their best possible life.
Clients can expect the implementation of financial strategies that improve their financial outcomes for the reasons that are important them.
Create a plan to keep you on your best possible financial path.
Some of our great results. Here’s what our customers have to say.
