Private Client Services

Confident and Hassle-free to Realise Life's Rewards

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.  

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

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:

Portfolio Management

Investment Opportunities

Cash Management

Superannuation

Estate planning

Insurance planning

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

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Credence Wealth Management

Level 1 1205 Hay St
West Perth WA 6005, Australia

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F (+61) 8 6380 9299

T (+61) 8 6380 9205

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Credence Wealth Management Pty Ltd (ACN 612501167) is a Corporate Authorised Representative (1242382) of RM Capital Pty Ltd (AFSL 221938)