Our Process

GPW provides a full range of services to satisfy the diverse needs of our client base

What Makes GPW Different?

GPW provides a full range of services to satisfy the diverse needs of its client base. As a full service boutique advisory firm, GPW has expertise across investments, accounting, tax, insurance, loan arrangements, superannuation and estate planning. We also work closely with a number of expert professionals predominantly in the fields of accounting and law to service client needs. Our clients value this professional transparency. This complete service offering is rarely available from other service providers, who generally specialise in specific aspects of managing your financial affairs.

Service Garnaut Accountant Lawyer Financial Planner Stock
Broker
Private Bank
Investments + x x x + x
Cash Management Account + x x + x +
Balance Sheet Analysis + + x + + x
Asset Allocation + x x + x +
Cash Flow Management + + x x + x
Taxation + x x + x +
Custody/Reporting + + + + + x
Personal Services + x + x + +
Estate Planning + x + x + x

Further details on our range of services are found below:

Advising Self Managed Super Funds 

Garnaut Private Wealth's high net worth clients include individuals and families who have typically been in control of private businesses, public companies or large charitable organisations. Many of our clients want to maintain this control over their retirement savings and choose to place some of these savings in a Self-Manager Superannuation Fund (SMSF).

Garnaut Absolute
Return Theme (GART)

First implemented at GPW in 2001 through our proprietary specialist boutique and value theme, GPW manages portfolios which aim to product long term 'Absolute Returns' through all market cycles.  Similar investment strategies have been successfully adopted by US University Endowment Funds (Harvard, Yale etc) and global Sovereign Wealth Funds (Future Fund, Abu Dhabi Investment Authority).

Wholesale Commercial
Property Syndication

Property investment is an integral part of a diversified asset allocation and GPW clients are provided with preferential access to a number of Australia's premier unlisted property trusts. 

Risk Management

GPW's Risk Management Team collectively have over 50 years of experience in the development and implementation of wealth protection and personal insurance strategies that are supported by a national network of leading Life Offices.   This includes a wide range of specialist expertise in the analysis of comparative insurance structures with the view to ensure our clients receive only the best in Underwriting advice, product quality, ease of assessment and claim management.