.png){kind=logo}
Private Wealth Management That Puts You First
At Discover Financial Partners, we understand that managing significant wealth isn’t just about numbers it’s about protecting what you’ve built, supporting those you love, and creating a legacy that lasts. Our Private Wealth advice service is designed for high-net-worth individuals and families who want expert guidance, enduring relationships, and peace of mind.
What is Private Wealth Management?
Private Wealth Management is a bespoke financial service tailored to individuals and families with complex financial needs. It goes beyond investment advice encompassing tax strategies, estate planning, intergenerational wealth transfer, and more. At Discover Financial Partners, we take a holistic view of your financial life, ensuring every decision aligns with your values, goals, and legacy.
Meet Your Private Wealth Team
When it comes to managing significant wealth, the right advice and the right people make all the difference. Our Private Wealth advisors brings deep expertise, clear thinking, and a steady hand to complex financial lives. We listen closely, act decisively, and never lose sight of what matters most to you and your family. We’re proud of the trust our clients place in us and we’re here to earn it, every step of the way.
Based in Melbourne and working with clients across Australia, we help successful individuals and families bring clarity, structure, and purpose to their wealth.
With decades of combined experience, we offer trusted guidance, straightforward advice, and a personal approach to every financial decision for our private wealth clients.
“Client goals and aspirations are at the heart of every piece of advice.”
David Meffert, Director & Principal Adviser (Private Wealth)
Who we help
Business Owners & Entrepreneurs
Navigate complexity, protect assets, and plan for succession.
Professionals & Executives
Maximise earnings, manage tax, and prepare for retirement.
Families & Intergenerational Wealth
Structure wealth for future generations and maintain harmony.
Retirees & Pre-Retirees
Enjoy lifestyle freedom with confidence and clarity.
SMSF Trustees
Strategic advice for self-managed super funds.
Many families risk losing wealth without a clear plan. As a trusted private wealth manager in Melbourne we can help protect your legacy and ensure it supports future generations.
Australia is undergoing its largest intergenerational wealth transfer in history, with around A$ 3.5 trillion expected to move over the next two decades
Why Choose Discover Financial Partners for Your Private Wealth Management?
At Discover, we go beyond one-size-fits-all advice. Our boutique approach to financial planning and advice for high-net-worth clients means you get:
Boutique & Bespoke
We’re not a big institution; we’re a personal, independent firm that meets you where you are.
Experienced With Private Wealth Clients
We’ve helped business owners, professionals, and families manage and grow significant wealth.
Generational Relationships
Our advice extends beyond you. We help your children manage inherited wealth and continue your legacy.
Client-Centric Philosophy
Our team goes deeper to understand what truly matters, ensuring every recommendation is meaningful.
Our Private Wealth Management Clients Say
"We finally feel in control of our financial future. Every investment has a reason, a goal, and a plan and that’s made all the difference. David and Aleks have made us feel more confident about having the right structures in place."
Michael T., South Melbourne
