High Net Worth Families and Individuals

As a high net worth family or individual, you have worked hard to create your wealth. It is vital that you find a partner who can provide trusted advice built on knowledge, experience and professional insight in order to protect and preserve your wealth. We have our own AFSL (Australia Financial Services License) which gives Diamond Blue Financial Services the flexibility to select investment products and strategies that are in your best interest.

How can we help?

• We are flexible in investment choice.
• We obtain a strong pipeline of sophisticated investment opportunities.
• We have a good risk management process to protect our clients’ investment overall position.
• We can give advice on a broad and comprehensive range of areas including investment products, financial solutions, strategic advice and other financial related areas.
• We have an existing network of UHNW individuals that can be a valuable source of insight and support for other UHNW clients.
• We understand the complexity of work and the work requirements needed to give you quality service.

Additional areas we can help you on:

• Cash flow
• Budgeting
• Superannuation
• Trust structuring
• Access to investment opportunities
• Employee share plans
• Personal insurance
• Estate planning
• Legislative impact
• Ethical investing
• Philanthropy