HNWI Wealth Management

Explore our high net-worth individual (HNWI) wealth management services, where we specialise in bespoke financial solutions to preserve and expand your wealth. A common misconception among HNWIs is that they don’t require financial planning as they are already affluent. However, effective financial planning is crucial for HNWIs to maximise and preserve their wealth over time.

Our HNWI wealth management services can include intergenerational wealth transfer, access to wholesale investments, retirement planning and tax management. This is particularly important in Australia, where high tax rates, especially in higher brackets, underscore the need for careful financial planning.

Our expert financial advisory team boasts extensive experience and a proven track record in the industry, ensuring a comprehensive and effective approach to managing your complex financial needs. Protect and grow your wealth and legacy for you and your family with Annex Wealth today.

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How We Can Help

Wealth management and financial planning
Tax planning and retirement planning
Intergenerational wealth transfer
Exclusive access to alternative or wholesale investment opportunities, including select real estate, private equity and hedge funds.

Our Approach

A Personalised Experience

At Annex Wealth, we’re committed to providing tailored solutions for your unique needs and can adapt to changing market conditions and financial circumstances.

Transparent Fee Structure

We make our pricing clear and straightforward, ensuring you understand the costs associated with our services upfront with no hidden fees.

Long Lasting Relationships

We understand that many HNWI clients value stability and enduring relationships. Our expert team of financial advisors are committed to providing quality financial services and are dedicated to fostering long term relationships with our clients.