Linea Private Wealth.
Preserving legacies. Securing futures.

Private wealth management is a personalised service designed to help you manage, grow, and protect what you’ve built. It brings together thoughtful investment guidance and strategic planning across areas like tax, estate, retirement, and intergenerational wealth; all tailored to your goals, values, and circumstances.

Financial planning and private wealth management share the same goal - helping you make confident financial decisions but they differ in scope and complexity.

Financial planning typically focuses on building strong foundations: budgeting, superannuation, insurance, debt management, and preparing for key life stages such as home ownership or retirement.

Private wealth management takes a broader, more strategic view. It brings together investment management, tax efficiency, estate planning, and intergenerational wealth transfer often coordinating across family members, trusts, and professional advisers.

At Linea Private Wealth, we see these services as connected, not separate. We start by understanding where you are today and where you want to be, then tailor the level of advice and structure to match your goals, values, and stage of life.

Private wealth management is generally suited to individuals and families with more complex financial needs and significant assets to manage. While firms differ in their entry points, many private wealth services in Australia begin around $2 million in investable assets, with some boutique firms offering bespoke advice from approximately $500,000, and others focusing exclusively on ultra-high-net-worth families.

At Linea Private Wealth, we believe meaningful wealth management isn’t defined by a number, it’s defined by purpose. We partner with clients who value structure, clarity, and trusted guidance through life’s more complex financial decisions. Whether you’re planning for retirement, managing a family trust, or preparing for intergenerational wealth transfer, we’re here to help you build confidence and continuity, wherever your starting point.

At Linea, managing private wealth means more than managing money, it’s about creating a strategy that reflects your values, protects what matters, and supports your ambitions across generations.

We take a highly personalised approach, bringing together an advisory team who collaborate to provide strategic advice across investment management, tax-efficient structuring, estate and succession planning, risk management, and philanthropy.

We also work closely with your existing accountants, lawyers, and other professional partners to ensure every aspect of your financial life is connected, coordinated, and working in harmony.

We service all of Melbourne and Australia. We have an office located in Cremorne, Melbourne and work with clients in a location convenient to you or virtually.