How to Apply

SWA Family Office is a highly customised, independent service offered to those whose financial success allows them the freedom to outsource the day to day management of their finances.

Our fees are tailored for each client to reflect the unique and personal service each requires. The annual fixed fee is agreed each year, providing value and surety, with the confidence that, as independent advisers, we act solely in our clients’ interests.

To apply, please call SWA Family Office to arrange a private meeting on 02 4227 2122, or send us an enquiry.

Services offered to our clients

From Private Wealth Management to Risk Minimisation and Asset Planning, our independent advisers are here to help.

An experienced team of independent advisers

Find out more about our highly skilled, experienced team of independent financial advisory professionals.

For those who demand the best

Independent expertise for those who want to make the most of their financial success. See if our services suit your needs.