About EWK
EWK Private Wealth provides a range of financial services across financial planning, estate planning, accounting and tax. Specialist areas of advice are delivered using our EWK Proprietary Advice Process that includes the following steps and types of advice:
Comprehensive Statement of Financial Position
Financial Planning and Investments
- Wealth Management and Preservation
- Property
- Private Ancillary Funds
Estate Planning
- Succession
Accounting & Self-Managed Super Funds (SMSF) Advisory Services
- Private Office and Trusts Specialists
Tax
Structured Review Service & Client Communication System
Document Vault & Updated Portfolio Status
We treat each client and their families as having a unique set of circumstances and goals. We tailor scheduled reviews and advice to each client’s situation. Our approach applies the following principles:
SIMPLIFY
complex matters to create order, understanding and peace-of-mind.
CLARITY
your goals and the path forward.
complex matters to create order, understanding and peace-of-mind.
RESPECT
your achievements and help you manage, grow and preserve your wealth.
CARE
about your welfare and those most important to you.
GUIDE
you to keep on track and achieve goals.
PROTECT
your privacy and security.
EWK Private Wealth understands how dynamic the financial affairs of our clients can be. We have long-term relationships with clients to ensure they have a trusted adviser to keep them on track and guide them through the good and the bad.