Services
Our Areas Of Expertise
Our team combines over 30 years of experience in the wealth management industry, most recently at a major Australian private bank, as well as experience gained in major financial services organisations both domestically and overseas. Our combined skillset allows us to deliver comprehensive strategic and tailored investment advice to assist your family across all stages of life.
Strategic Advice
Our comprehensive and personalised advice covers every aspect of your wealth strategy, structured around your goals, including:
Investment Structuring
- Effective cash flow and liquidity management
- Funding strategies
- Tax effective wealth accumulation
Superannuation
- Accumulation strategies
- Retirement planning and income strategies
- Self-Managed Superannuation Fund advice
- Constitutionally-protected Superannuation Fund advice (e.g. Super SA)
Contingency Planning
- Estate planning
- Inter-generational wealth transfer
- Individual wealth protection / risk Insurance
- Business wealth protection
Investment Advice
We tailor our investment advice allowing you to make prudent, informed decisions to meet your long-term objectives.
- Portfolio construction beginning with asset allocation; Australian and International Shares, Property, Fixed Interest, Cash and Alternative Assets
- Active portfolio management via the use of listed and unlisted investments
- Portfolio risk management
- Advice and management of Corporate Actions
- Gearing advice
- Dynamic investment opportunities
- Access to IPO’s and equity capital raisings
- Investment administration services
Contact Us
You can contact Argent Wealth via the following methods:
Ground Floor,
104 The Parade
Norwood, SA 5067
104 The Parade
Norwood, SA 5067