Wealth Management

The value of sound wealth advice

Peace of mind, control, achievement, satisfaction, support & guidance ... if these sound good to you, read on. 

Wealth advice is about giving you support and guidance on the best way to manage your finances to help achieve your goals and dreams. This can include advice on investing, managing debt, retirement planning or protecting your family in case something happens to you.

The right advice from the right people can help you achieve your goals, whatever they may be. Achieving your financial goals is of course, the central aim of the wealth advice process. 

However, research undertaken by Bates Cosgrave Wealth Management has found that clients often mention 'a feeling of control', 'a sense of relief' and 'confidence in achieving my goals' as additional benefits of good advice.

The importance of these benefits, while less tangible, shouldn't be underestimated. In fact, research by the Investment and Financial Services Association (IFSA) found that clients with a current financial adviser are:
  • Twice as confident they will achieve their financial goals
  • More than twice as likely to feel they have control over their finances
  • Almost twice as likely to believe they will realise their retirement dreams

As a part of the BCWM Wealth Advisors network, your adviser has access to the strength and resources of BCWM high quality investment and economic research, risk insurance and financial strategists, along with leading edge software to help you establish and manage your investment portfolio. 

The end result is a powerful team working to build and enhance your wealth.

What to expect from Bates Cosgrave Wealth Management

Step 1 - We listen

We aim to be your trusted advisor, to offer you a sounding board for your ideas, to challenge you to achieve your goals, to support you through difficult times, and to celebrate success with you. 

Our team provides a holistic and strategic view of your wealth and financial situation. We go past the surface level of advice to ensure that we deliver value. 

Advice is not a once off: we formulate the strategy, we design and implement a plan and we provide ongoing care.

Step 2 - We Plan

Implementation can include anything from reorganising loans, arranging insurances, buying investments, and managing capital gains, or other capability such as:

  • Protecting you and your loved ones in conjunction with tax planning
  • Tailoring a solution to your Life stage
  • Utilising our many years of experience to tailor a plan that works for you and your family

Step 3 - You Relax

Our Wealth Management team ensure that it is easy for you to monitor, manage and make decisions about your investments, with guidance from us along the way. We work with you to:

  • Protect and grow your wealth with control, care and certainty
  • Provide relevant guidance and support
  • Take the stress out of making better financial decisions for you and your family. 

Appropriate Advice for your financial needs

Bates Cosgrave Wealth Management is not tied to any bank or financial institution and we are not beholden to any product or asset class. 

We offer:

  • A safe pair of hands, who care about your future
  • Open, honest and competent communication
  • A holistic and strategic view of your wealth

Your next steps

Contact our team on 02 9957 4033 to book an appointment with a member of our Wealth Management team or email us at with an overview of your needs. You can also download the Bates Cosgrave Wealth Management Brochure and Financial Services Guide for more information.

The information (including taxation) contained within this document is of a general nature only and neither represents nor is intended to be personal advice on any particular matter. Bates Cosgrave Wealth Management strongly suggests that no person should act specifically on the basis of the information in this document, but should obtain appropriate professional advice based on their own personal circumstances. Licensed under AFSL 500640


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