How we help

Family wealth management

How we help:

  • Building on foundations and existing family values
  • Providing a clear structure to support family objectives
  • Creating a framework that ensures wealth preservation and growth
  • Developing a shared endeavour between family members

Supporting ongoing prosperity
Backed by the global strength of Deloitte, your team at Deloitte Private will support the prosperity of your family with an unparalleled combination of focus, breadth of advice, skill and attention. Our key objectives are to align your family values with your family’s wealth, and to build a sustainable plan for the future.

Guidance through life’s challenges
Our experienced and highly skilled team can guide your family through every type of family business and/or wealth challenge - succession planning, generational change, wealth management, tax restructures and exit strategies.

We get to know your family
Part of our service includes detailed one-on-one interviews with all family members. From this process we can develop a key issues register that will lead to improved reporting structures and more informed decisions.

Contact us

Iain Bradley (09) 303 0905
Dean Ellwood (09 303 0932)
Darren Johnson (09 303 0982)
Joanne McCrae (09 303 0939)
Ross Milne (09 303 0950)
Rebecca Wright (09 303 0912)

Hilton Joll (07 838 4806)
Susan Wynne (07 838 7923)

Stephen Nicholas (04 495 3902)
Ian Fay (04 470 3579)  

Bronwyn Baird (03 363 3823)
Shari Carter (03 363 3849)
Kylie Meyer (03 363-3722)
Grant Stewart (03 363 3770)

Phil Stevenson (03 474 8665)