Clear direction.
Honest advice.
No shortcuts.
How We Help You
Most people come to us after the same experience — an adviser who reviewed their super once a year, sent a report they didn’t fully understand, and called it done.
We work differently. We look at your whole financial life: your banking, your debt, your cashflow, investments, and planning for the people who depend on you. We build a strategy that connects all of it and work alongside your accountant and other advisers so the whole picture stays coherent — not just the parts we’re directly responsible for.
Every year we sit down with you, make sure you’re still on track, and handle the paperwork and follow-through so you don’t have to. If something in your life changes — a new job, a new property, a family member who needs support — we’re the first call, not an afterthought.
No narrow scope. No hidden extras. Just advice that covers everything it should.
Less guesswork. More certainty.
What we believe advice should look like
Your financial life doesn’t fit in a box. Super is one part of it. So is your debt, your cashflow, your kids, your business, your ageing parents, and whatever’s coming next that you haven’t planned for yet. We look at all of it — because advice that ignores the rest isn’t really advice
The best plans get looked after. A strategy that sits in a drawer isn’t worth much. We check in every year, keep your plan current, handle the follow-through, and make sure what we recommended last year still makes sense today. This is what good advice looks like — not an optional extra, not something you should have to ask for.
We tell you what you need to hear. Not what’s easiest to say, not what keeps things comfortable. If something in your financial life needs addressing, we’ll say so — clearly, and with a plan to fix it. You’re not paying us to agree with you.
This is what good advice should feel like.
About Us
East Private Wealth is a two-adviser practice supported by a dedicated advice and service team based in Adelaide and Clare.
The depth of knowledge we bring to each of our clients’ lives isn’t something you can shortcut or replicate. It comes from years of approaching every client’s full financial situation with genuine rigour — examining every corner, asking the harder questions, and following through on every detail.
Every engagement teaches you something. Every complex situation adds to a body of knowledge that generic advice firms — working at volume, focused on the familiar — simply don’t accumulate. Over time that compounds. The result is a level of insight, experience and considered judgement that we believe sets our advice apart — and that our clients feel the difference of.
Why ‘East’?
East. Sunrise. The promise of what’s ahead.
Good financial planning is fundamentally optimistic. It’s about building towards something — a retirement you’ve earned, a family you’ve provided for, a future you can actually look forward to. We chose the name because it reflects what we believe our work is really about.
Our Team
The kind of advice
that only comes from
doing this properly,
for a long time.
Contact
Adelaide Office
9a-11 Anzac Highway
Keswick SA 5035
T // 08 7089 9515
E // contact@eastprivate.com.au