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Vision, Mission and Values

Our vision is to be considered as a centre of excellence for the provision of comprehensive financial planning for clients committed to wealth creation and wealth preservation through the development of mutual trust and understanding.

Orion Private Wealth Management's mission is to provide effective immediate and enduring wealth management results and services in order to positively contribute to the financial security of our clients

Values and Principles

Orion Private Wealth Managements aims to build relationships over time based upon a strong foundation of trust.

We are guided by these following core principles and values which drives our advice and service.

1. We deliver objective personalised advice to our clients.

  • Our recommendations based on independent analysis;
  • Our financial advice specifically personalised to our clients lifestyle goals;
  • Our independence allows recommendation of appropriate solutions; and
  • We embrace a fee for service model which allows us to always provide advice in our client's best interests.

2. We commit to providing first class service to our clients:

  • We aim to exceed clients service expectations by delivering exceptional personal service;
  • We are committed to fostering relationships with our clients;
  • We understand the considerations of client privacy and discretion; and
  • We are experienced and respected within the area of succession planning.

3. We apply intellectual rigour to our clients' needs:

  • Clients benefit from our professional experience and knowledge
  • Clients benefit from our panel of trusted strategic partners who provide specialist advice;
  • Our emphasis on personalised strategic solutions and not product bundling; and
  • We are as committed to on-going review as we are the initial strategy implementation.