Our Clients

We take pride in numbers but make sure that you are never treated like one.

SMSF Managers

SMSF Managers

With your own SMSF you're responsible for investment decisions and compliance with relevant laws. Make sure you have access to informed up to date advice and all the best support tools.

High Net Worth Indivudals

High Net Worth Indivudals

Property portfolios, business equity, inherited assets, investment success, family wealth...each brings its own set of challenges that require careful thought and top notch advice.

Sophisticated Investors

Sophisticated Investors

Our team is particularly adept at dealing with the sophisticated investors which allows for a streamlined investment decision process with less red tape. Our sister company can provide 6D certificate that allow you to reap these advantages.

Family Trust

Family Trust

We can help you achieve the right flexibility to meet the current and future needs of both the trustees and the beneficiaries whilst ensuring fairness, transparency and compliance.

Family Business

Family Business

Let us help you to build assets that meet your goals and deliver real wealth to your stakeholders.

From realistic valuations to ongoing advice on optimising your structure; talk to us throughout your business journey and we'll help you reach the right destination.

Waterhouse Wealth Management Pty Limited ABN 41 059 645 126 is a corporate authorised representative of The Advice Exchange Pty Ltd ABN 55 107 629 194 AFSL 278937

We would love to hear from you

T: 02 8973 2222

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