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Who We Help

We provide our clients with expert financial advice and solutions

Astonia Private Wealth offers a range of personalised and tailored advice solutions: We understand that all our clients are unique, and we prepare personal financial plan which is designed to:

  • Your own unique personal circumstances
  • Your own goals and objectives
  • Who and what’s important to you?
  • You concern, challenges and priorities right now

We also provide an ongoing advice service that includes regular reviews meetings, open communications and updates to your plan, strategies and investments as needed.

Building Wealth

An investment strategy for the long term We can provide advice to help you:

  • Evaluate your risk appetite and the returns you want and tailor investments to suit your goals.
  • Develop a tax-effective investment strategy.
  • Build a portfolio that’s adaptable in volatile markets.
  • Find a suitable investment for your goals and your financial strategy.
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Preparing for Retirement

We can provide advice to help you:

  • Sustain your income while you wind down from work.
  • Decide on a right time to retire based on your future income needs.
  • Select a suitable retirement investment to help you meet your retirement income needs.
  • Understand how much you need for your retirement lifestyle.
  • Tailor your strategy to ensure you have stability, while still trying to maximise growth
  • Manage the risk that markets may fall just when you want to retire
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Living in Retirement

Retirement is perfect for spending time with people you love and bringing your plans and goals to life. We can provide advice to help you manage your budget to fund your passions and balance your needs for future expenses.

Preserving your portfolio through retirement is the key to enjoying life after work. We will help you by:

  • Investing your money to help make it last
  • Managing market volatility
  • Keeping your portfolio up to date with regulatory changes.
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Moving into Aged Care

Transitioning into integrated care, we understand this can be a challenging time. We can help find a method and strategy that works for you and your family. We will be able to advise you on how to afford aged care when and if you need it.

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Self-Managed Super Fund

We offer a variety of services for SMSFs, including structure, setup, advice, rollovers, investments, administration, and compliance.

We have investment advisers who specialise in superannuation and a technical research team that provides updates and support on the latest in superannuation developments.

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Enjoy your lifestyle today while you keep an eye on the future.

Contact us for a professional finance consultation

Astonia Private Wealth is a Sydney based financial advisory firm, with clients all over the country. 

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General Advice Warning: The information contained on this website has been provided as general advice only. The contents have been prepared without taking account of your objectives, financial situation or needs. You should, before you make any decision regarding any information, strategies or products mentioned on this website, consult your own financial advisor to consider whether that is appropriate having regard to your own objectives, financial situation and needs.

Disclaimer: Whilst Astonia Private Wealth is of the view the contents of this website is based on information which is believed to be reliable, its accuracy and completeness are not guaranteed and no warranty of accuracy or reliability is given or implied and no responsibility for any loss or damage arising in any way for any representation, act or omission is accepted by Astonia Private Wealth or GPS Wealth Ltd or any officer, agent or employee of Astonia Private Wealth or GPS Wealth Ltd.