Private Client Services

Credence focuses on life value-based outcomes, in line with the client's long-term goals. We understand financial security is important, however ultimately, it's about leading a fulfilling life.  

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We specialise in portfolio and cash management, and often work alongside external advisers to provide an independent holistic service.

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The first stage is understanding where you are in life now, and what you want in the future. We discuss where you are in the wealth cycle - creation, accumulation, preservation or succession. We then create a plan to suit your goals. Service include:

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Portfolio Management

Investment Opportunities

Cash Management

Superannuation

Estate planning

Insurance planning

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Credence also offers a personalised Family Wealth Management Service, which can encompass all assets, including unlisted investments. 

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