Orion Private Wealth Management is a boutique advisory practice that delivers co-ordinated and comprehensive strategic wealth management advice to sophisticated private clients. Working with our clients other trusted advisers we assist clients create, protect and preserve multi-generational wealth.
By using a consultative approach we are able to create clarity and translate our clients' personal vision into realistic and quantifiable goals with specific objectives attached to each component of the vision.
We deliver results to clients by:
- Providing a Statement of Advice (SOA) that clarifies financial goals, documents recommendations and alternate strategies.
- Providing comprehensive wealth management solutions.
- Providing a client engagement roadmap that details the service offering.
- Providing wealth management reviews that report against your goals, not just provide portfolio information.
- Delivering services as a team.
- Using our sophisticated investment process to optimise risk/return balance.
We appreciate that clients may initially require advisory services relating to a single wealth issue. To accommodate this we offer flexible tailored engagements.
Orion Private Wealth Management is a strategy focussed business using a fee for service model. We are not affiliated with any bank or fund manager. Our compliance, licencing and risk management is provided by Professional Investment Services which provides you with additional strength and security. Professional Investment Services is the largest non institutionally owned public owned Financial Services dealer group in Australia with global operations.