Hampstead Private Wealth
10 Years
in Business
7 Years with
Yellow Pages
GalleryView all (6)
About Us
Empowerment Through Financial Security
- Discretionary Portfolio Management
- Full Financial Planning Solutions
- Risk Management Solutions
- Superannuation Strategies
- Tailored Investment Portfolios
- General Info
At Hampstead Private Wealth, we favour direct investment over managed products with increased transparency, flexibility & control.
Patrick has had in excess of 20 years’ experience in the financial services industry having held positions in highly regarded firms, namely J.P. Morgan, Mercer Wealth Solutions and Citigroup Stockbroking before starting his own practice, Hampstead Private Wealth (HPW). Patrick is steadfast in his commitment to providing a portfolio which is tailored to the individual needs of each of his clients.
Our experience has taught us that a steadfast approach to a combination of the following is critical to building trust and achieving the client's goals: A tailored portfolio approach The establishment of strong client-advisor relationships A committed approach to meet the personalised investment objectives of our clients It is through this focus that we are able to provide a service in which we are wholly committed to meeting the individual requirements and specific investment objectives.
We know and understand that dedication to the client experience is the cornerstone of successful wealth management. While we specialise in self-managed superannuation funds, we tailor our client experience and therefore strive to provide our clients with holistic solutions for all investment requirements. Our sole aim is to honour your confidence in our proven ability to manage your wealth creation and retirement goals by continual review and communication with you.
We offer a complete range of superannuation solutions including: Review of your superannuation investments Asset allocation Super and retirement planning Transition to retirement pensions taking into account recent announcements Salary sacrifice arrangements Whether an SMSF is the right investment strategy for you
- Email Business
- Established
- 2016
- ABN
- 51 778 508 572
- Staff
- 1-10
- Service Notes
- Open Monday to Friday
- Other Links
- Category
- Keywords
- Asset Allocation, Client-Adviser Relationship, Direct Investment, Discretionary Portfolio Management, Family Matters, Financial Planning, Financial Planning Ballarat, Financial Planning Solutions, Financial Security, Franking Credits, Joint Ventures, Life Insurance, Pensions, Portfolio Management, Retirement Planning, Risk Management Solutions, Stockbroking, Super & Retirement Planning, Superannuation & Retirement, Superannuation Strategies
FAQs
What is capital preservation?
Capital preservation is a particular priority for those members approaching, or indeed in retirement. Therefore, we constantly monitor your tolerance to risk, retirement timeframe & the liquidity required to fund your retirement on an annual and ongoing basis.
What is the sole aim of Hampstead Private Wealth?
Hampstead Private Wealth's sole aim is to honour your confidence in our proven ability to manage your wealth creation and retirement goals by continual review and communication with you.
What are the measures you take to maximise the benefit of the concessionally taxed environment offered by SMSF?
We will always seek to maximise the benefit of the concessionally taxed environment offered by SMSF. This includes a focus on the extraction of franking credits, participation in and treatment of certain corporate actions, and opportunities presented by lower levels of capital gains tax.
Do you encourage a tailored investment strategy for our SMSF?
Yes, we ensure a tailored investment strategy is implemented for your SMSF. Also, all our portfolios have an integrated automatic liquidity parameter as part of the investment strategy to ensure the fund can meet its ongoing cash commitments and to take advantage of suitable investment opportunities.