Cove Private Wealth is an ASX-listed, diversified financial services company which has been serving Australians since 1886 when it was established as a trustee company by a group of businessmen including Sir Edmund Barton, later to be Australia’s first Prime Minister. That trustee heritage – and the culture it created around putting clients first – is what makes Cove Private Wealth unique.

We have been earning the trust of our clients for more than 130 years and pride ourselves on our long-standing client relationships – some of which span five generations.

Trust is earned, every day.

Our approach to financial advice follows a proven methodology – we invest serious amounts of time talking to clients about their needs so we can truly understand where they are now and where they would like to be. We then develop a sophisticated financial plan with a transparent fee structure.

It is at this point that the breadth of the Cove Private Wealth becomes important. We will direct you to a wide range of external service providers if we believe they will best meet your needs.

But within our walls we can also offer you access to specialists in investing (across all asset classes), superannuation, insurance, property, estate planning, philanthropy, business advisory services and tax and accounting. Everything you need to execute a financial plan that gets you to your goals – whether you’re an individual, a business owner, a not-for-profit or an indigenous community.

A crucial part of the overall strategy – whatever your aims – is regular, shared reviews to make sure your strategy stays on track and is adapted to your changing needs (and changes in the economy, legislation or investment markets).