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High Net Worth Clients
High Net Worth Clients

Wealth Management for High Net Worth Clients

At Lambourne Partners Wealth, we understand the unique financial landscapes encountered by high net worth individuals.

Whether your wealth has been long-established or arises from a recent windfall, our tailored strategies are designed to preserve and enhance your financial legacy.

Expert Guidance Tailored to Your Life’s Riches

Under the leadership of Kurt Purkiss, our team offers specialised guidance for high-net-worth individuals and family groups.  With significant experience in managing complexities associated with sudden wealth such as large lottery winnings, substantial inheritances, and other windfall events, Kurt leads a team dedicated exclusively to clients with unique financial circumstances and needs.

Personalised Service Across Australia

At Lambourne Partners Wealth, we recognise that exceptional service knows no boundaries. With clients in all states across Australia, Kurt and our dedicated team regularly fly out to meet with you, wherever you are. This commitment to holding regular meetings ensures that each client receives the thorough and personalised care they deserve, no matter their location. Our proactive approach highlights our dedication to your financial well-being, affirming that no matter where you are situated, we are always ready and willing to provide the expert support you need.

Ensuring Privacy, Security, and Protection

In managing significant wealth, privacy and security are paramount. At Lambourne Partners Wealth, we employ an intimate and in-depth knowledge of various trust and company structures to protect the confidentiality and privacy of our clients. Our comprehensive approach includes advanced security protocols, stringent privacy policies, and specialised legal frameworks designed to safeguard your assets. This ensures meticulous financial management coupled with a deep commitment to confidentiality and risk mitigation.

Our Approach to Managing Sudden Wealth

At Lambourne Partners Wealth, managing sudden wealth involves more than just financial planning—it requires a comprehensive strategy that includes tax planning, estate planning, and risk management, all tailored to your unique situation. We work closely with you to understand your personal goals and aspirations, ensuring that your new wealth supports the life you choose to lead.

Why Choose Us?

Choosing Lambourne Partners Wealth means entrusting your financial future to a team that is as invested in your success as you are. With a commitment to excellence and personalised service, your wealth is not just managed but masterfully enhanced.

We invite you to experience the difference that professional wealth management can make in your life. Contact us today to schedule a consultation and begin your journey with a team that understands the true value of your wealth.

High Net Worth Clients

CONTACT US

To discuss your options, contact us below or by phone or email for a complimentary meeting. We can normally meet within a week.

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Contact Us

Please feel free to reach out to us at any time. Call or contact us on the details below to get in touch or book a complimentary consultation.
NEWCASTLE

Level 1, 56 Hudson Street
Hamilton NSW 2303
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Office (02) 4969 6600
info@lambourne.com.au

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