PECUNIA Private Wealth Management is a privately owned advisory firm, with Michael Carlton (Director & Senior Adviser) having over 30 years’ experience in the Financial Services profession, working in both the Corporate and Private Sectors.
Our Clients Are;
• Doctors, Dentists, Medical Specialists and Allied Health Professionals;
• Business Owners and Business Leaders;
• Individual and Corporate Trustees of Self - Managed Super Funds; and
• High Net Worth Individuals
Corporate Experience, Personal Approach:
Specialising in, Long Term Investment and Wealth Creation Strategic Planning, Investment Portfolio Advice & Management, Retirement Planning, Self-Managed Super Funds, Personal Risk Protection, Succession and Estate Planning, PECUNIA Private Wealth Management has earned a reputation for unwavering commitment to these clients based on the core principles of genuine client advocacy, quality advice, and the provision of personalised not corporatised service with a low client to adviser ratio.
Fee for Service Only
"The price is what you pay, the value is what you get..." Warren Buffett
• We are a Fee for Service Practice, so you know the exact cost before proceeding with any advice;
• We DO NOT accept Commissions
Michael provides these services to clients in the Mid North Coast, Far North Coast, Hunter and New England regions of NSW. Through PECUNIA Private Wealth Management’s network of professional service providers Michael also consults to select clients in Sydney, South East Queensland, Brisbane, Melbourne, Tasmania as well as a number of Expat Professionals working Overseas.
Pacific Coast Wealth Management Pty Ltd ABN 42 650 070 250 t/a PECUNIA Private Wealth Management, is an Authorised Representative of Cobalt Advisers Pty Ltd ABN 64 628 654 099 AFSL No: 512550. Michael Carlton registered Tax (Financial) Adviser 25861232
Company Details
- Founded
- -
- Address
- 106 Horton St, Port Macquarie,new South Wales 2444,australia
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://www.pecunia.com.au/
- Keywords
- PRIVATE WEALTH MANAGEMENT FOR DOCTORS AND MEDICAL PROFESSIONALS, INVESTMENT PORTFOLIO ADVICE AND MANAGEMENT, SUPERANNUATION & SMSF ADVICE, STRATEGIC INVESTMENT PLANNING, RETIREMENT PLANNING, BUSINESS SUCCESSION & ESTATE PLANNING, PHILANTHROPY & CHARITABLE GIVING ADVICE.
- HQ
- Port Macquarie, New South Wales
- Competitors
- oconnor recruitment services pty, DFM Financial Group, Morgans Port Macquarie, Cessnock Accountants and Financial Advisors, Visionary Advisors, Waterfall Way Associates Financial Planners, Evolution Road Accountants & Advisers, Magnetic Wealth Advisors, Innovative Finance, Financial Keys.
Pecunia Private Wealth Management Questions
Pecunia Private Wealth Management's website is https://www.pecunia.com.au/
Pecunia Private Wealth Management's LinkedIn profile is https://au.linkedin.com/company/pecunia-private-wealth-management
Pecunia Private Wealth Management's industry is
Financial Services
Pecunia Private Wealth Management's top competitors are
Oconnor Recruitment Services Pty,
Dfm Financial Group,
Morgans Port Macquarie,
Cessnock Accountants And Financial Advisors,
Visionary Advisors,
Waterfall Way Associates Financial Planners,
Evolution Road Accountants & Advisers,
Magnetic Wealth Advisors,
Innovative Finance,
Financial Keys.
Pecunia Private Wealth Management's categories are Financial Services
Pecunia Private Wealth Management's founding year is 2015
