Achieve goals that matter most to you
We dive deep into understanding what money means to you.
Living a life of financial freedom
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.
We provide you with comprehensive advice that is coordinated and consolidated. Our advice aims to simplify your financial complexities, while holding you accountable for the action you need to take to get the results you deserve.
Our aim is that within twelve months of commencing an advice relationship with us you will be on the road to start living your best financial life. We coordinate many aspects of your financial life, and with a plan designed to guide your financial decision making, you will remain on track to achieve your goals for the reasons that are important to you.
Our approach to your financial future
Our approach is to provide you with holistic advice as opposed to just focusing on life events that have a financial consequence. We believe that your finances are interconnected and therefore it’s about looking at the big picture to ensure the advice we give is tailored perfectly for you.
We aim to remove financial complexity from your life by simplifying your financial position which will give you the confidence to continue on your best financial path. For you this means focusing your time on things that truly matter to you.
What you end up with is a clear vision of your future, a shared understanding of your goals, a thorough assessment of your current financial situation, and a plan to keep you on your best possible financial path.
Our investment philosophy
- We invest for the long term
- We actively manage investments
- We consider asset allocation to be an important part of portfolio construction
- We diversify our portfolio investments
- We aim to deliver investment returns with reduced levels of risk
How we manage portfolio risk
- We apply our asset allocation framework across growth and defensive investments
- In line with our economic and investment outlook, we determine sector weightings and
- Through our screening process, we select the individual investments that make up a portfolio.
We identify investments that have:
- long term and experienced management teams
- clear competitive advantages
- predictable and growing earnings
- high returns on invested capital
- steady cash flow
- low debt levels
“Our clients value our considered approach to financial advice. We partner with clients who have achieved financial success in their lives. Our advice enables our clients to enjoy the lifestyle they have earned and deserve.“
Why choose McAllister Private Wealth as your financial partner?
Trust
It’s more than building rapport, it’s getting to know what’s important to you and your family and making this the centre of everything we do for you.
It’s our commitment to the relationship.
It’s having respectful conversations about what we need to do but sometimes don’t want to.
Proactive
It’s delivering on what we say we will do.
It’s respecting your time and making implementation ‘efficient.’
It’s forward thinking and planning to be one step ahead.
We act proactively to prevent problems.
Partner
We partner with you on the journey through shared responsibilities.
We help you find your best financial path and assist you in making the right financial decisions.
We provide ongoing help because financial planning is not a one-time event.
Comprehensive
It’s considered judgement where we consider all possibilities.
We see the whole picture.
It’s not just making one recommendation but considering the alternatives.
It’s focusing on the outcomes and results from our advice.
It’s having a network of trusted professionals we recommend.
Our advice is more than managing investments.
Technical
We stay at the forefront of our industry with strong technical skills, ‘our craft.’
We help you to understand the matters that are relevant and important to you.
We educate you to understand what you need to know.
Security
We give you ‘peace of mind’ that you are working towards or are financially secure for the long term.
We safeguard against you making wrong financial decisions.