Linea Private Wealth Services.
Financial clarity designed for every chapter of your story.
At Linea Private Wealth, we help families, professionals, and business owners connect their financial goals with their life’s purpose.
Our services are built on one guiding principle — confidence through clarity.
Whether you’re growing wealth, protecting family, or planning for future generations, we provide advice that feels personal, purposeful, and enduring.
Building Wealth.
Growing with discipline, purpose, and confidence.
We help you turn income into enduring prosperity through clear, evidence-based strategies that balance growth and security. Our approach brings structure to opportunity so every investment decision is made with intention.
Our focus areas:
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Disciplined Investment Approach: building portfolios grounded in research, diversification, and your personal goals.
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Cashflow Management & Savings: creating financial structure and visibility to support today’s needs and tomorrow’s ambitions.
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Asset Accumulation Strategies: balancing property, equities, and alternative investments to grow wealth with confidence.
Planning Your Lifestyle.
Building financial freedom through balance, clarity, and purpose.
Lifestyle planning is about creating space for what truly matters.
We help you manage cashflow, reduce debt, and plan for milestones with strategies that build financial confidence and peace of mind.
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Our focus areas:
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Purposeful Debt Strategy: transforming debt from a burden into a tool for equity, efficiency, and long-term financial confidence.
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Savings & Goal-Based Planning: building discipline around short- and medium-term goals such as home ownership, travel, education, or renovation.
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Lifestyle Transitions: guidance through life’s milestones, from career shifts and starting a family to property purchases or semi-retirement.
Looking After Future Generations.
Continuing your story through education, stewardship, and purpose.
We help families prepare the next generation not just financially, but through education and shared values. Our intergenerational advice ensures that wealth becomes a unifying legacy, not a source of complexity.
Our focus areas:
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Intergenerational Wealth Transfer: structured strategies to protect and transition wealth across generations.
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Family Office / Governance: frameworks that align family decision-making, communication, and shared goals.
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Philanthropy & Giving Strategies: designing purposeful giving plans that reflect your values and create lasting impact.
Choosing the Right Strategy.
Purposeful investment advice, built on independence and integrity.
Our investment philosophy is simple: clarity over complexity, confidence through structure, and independence at every step. We partner with leading investment providers and specialists, ensuring your portfolio is aligned with your goals, ethics, and timeline.
Our focus areas:
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Investment Philosophy & Approach: a disciplined, transparent framework tailored to your risk profile and objectives.
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ESG / Responsible Investing: integrating sustainability and purpose into your portfolio without compromising performance.
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Asset Allocation / Multi-Asset Solutions: balancing diversification, liquidity, and opportunity for steady, long-term outcomes.
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Direct Equities, Alternatives, Fixed Income: access to a full spectrum of asset classes, managed with precision and care.
Planning for Retirement.
Turning preparation into peace of mind.
Retirement isn’t an ending - it’s the freedom to live with intention.
We create retirement strategies that provide financial certainty and flexibility, ensuring your wealth supports the lifestyle you’ve earned.
Our focus areas:
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Wealth Drawdown Strategies: structuring income to sustain your lifestyle with confidence and tax efficiency.
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Sustainable Income Simulation: modelling future scenarios so you can make informed decisions today.
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Transition to Retirement Options: bridging work and retirement smoothly, balancing lifestyle and longevity.
Taking Care of Your Business.
Helping business owners create success with purpose and succession.
For business owners, personal and business wealth are deeply connected.
We guide you through every stage from structure and growth to exit and legacy; ensuring your business supports your broader life goals.
Our focus areas:
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Business Owner Advisory: aligning your personal and business financial strategies for efficiency and balance.
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Succession Planning: designing pathways for ownership transition that protect both family and enterprise value.
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Corporate Structures / Holding Companies: establishing frameworks that optimise control, tax outcomes, and flexibility.
Protecting Your Family.
Securing what matters most — today and for generations ahead.
We believe peace of mind is part of true prosperity. Our family protection strategies ensure your wealth and wellbeing are preserved, even when life changes unexpectedly.
Our focus areas:
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Insurance & Risk Mitigation: ensuring your family, lifestyle, and income are protected through every stage of life.
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Estate & Legacy Planning: helping you pass on more than assets, passing on values, structure, and confidence.
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Trust Structures & Tax-Efficient Ownership: designing the right frameworks to safeguard wealth and minimise risk.