Private Wealth Management
That Puts You First

Private wealth management is a personalised financial service that helps individuals and families manage, grow, and protect their wealth. It combines investment advice with strategic planning across tax, estate, retirement, and intergenerational wealth needs tailored to your unique goals and circumstances.

Private wealth management is typically designed for individuals and families with substantial financial assets. While minimum requirements vary across firms, many wealth managers in Australia begin working with clients who have at least $2 million in investable assets. Some boutique firms and private banks may offer tailored services starting from $500,000, while others focus exclusively on ultra-high-net-worth individuals with $30 million or more.

At Discover Financial Partners, we believe meaningful wealth management isn’t just about meeting a number it’s about aligning with your goals, values, and complexity of needs. If you're navigating significant financial decisions, planning for retirement, managing a family trust, or preparing for intergenerational wealth transfer, our team is here to help regardless of where you start.

At Discover Financial Partners, private wealth management is about more than managing money, it’s about building a financial strategy that reflects your values, protects your assets, and supports your ambitions across generations.

We take a highly personalised approach, bringing together a specialised advisory team: including your financial advisor, client associate, and planner, who work in collaboration to advise you on investment strategy, tax-efficient structuring, estate and succession planning, risk management, and philanthropy. We also liaise with your trusted accountants, lawyers, and other professionals to ensure every piece of your financial world is connected and working in harmony.

We service all of Melbourne and even Australia. We have an office located in Richmond, Melbourne and advisers dedicated to different parts of Melbourne like Bayside and North. We work with clients in a location convenient to you or virtually.

We’re not affiliated with any banks or financial product providers. That means our advice is based solely on what’s best for you, not on commissions or sales targets.