At East Private Wealth we understand few things in life are as important as your financial security. Which is why you can trust us to guide your future wealth.
How We Help You
East Private Wealth encourage our clients to manage their own financial affairs and planning in the same way a well-run business does. This includes all the processes and disciplines of strategic planning, decision making, reporting and management. We see our role as being a key part of your advisory board. We work with you and your other professional advisers to help achieve your own goals, utilising your cashflow and capital efficiently.
We apply the rigours of professional governance to managing, reporting and advising on our clients’ financial affairs. For clients, this brings clarity and greater control resulting in better decisions being made.
Achieve greater control of your financial future.
Our Values
Accountability
East Private Wealth deliberately operates under a fixed fee model for our core services to remove potential conflicts with our advice. We are intentionally open about how our clients’ financial assets perform against similar alternatives.
Professionalism
East Private Wealth is free of ties to other financial institutions. Its services, advice and fees match each clients’ needs. Our ongoing pursuit of professionalism is reflected in the quality of our advice, our investment management solutions, and our advice delivery.
Empowerment
We aim to put our clients in control of their own wealth and destiny, our role is to provide the guidance and resources to help you achieve that. Clear, accurate information in the present is essential for making sound decisions about the future. So too is well-informed and well-tested advice. By combining clear information and professional advice, East Private Wealth secures optimal financial control and performance for its clients relative to their risk profile.
Giving you the financial freedom to enjoy life and feel secure in the knowledge you are in good hands.
About Us
In February 2019 East Private Wealth was formed and licensed under Oreana Financial Services with the merging of Mark Mitton and Jeremy Kells’ businesses. Both with a long history as advisors with Godfrey Pembroke, they were eager to forge a new path forward, independent of an institutionally owned licensee.
Today, EPWs experienced team bring a blend and depth of experience, knowledge and a common sense approach to the clients of East Private Wealth.
Why ‘East’?
The merging of the businesses, and the change of license in 2019 marked a new day in the direction of the both businesses. We like sunrises, the idea of a new tomorrow and new beginnings and the ability to truly offer an independent (non-institutional) experience. We see the formation of East Private Wealth as a new beginning for our business and our clients.
Our Team
Enjoy peace of
mind as you achieve
your financial goals.
Contact
Adelaide Office
9a-11 Anzac Highway
Keswick SA 5035
T // 08 7089 9515
E // contact@eastprivate.com.au