Private Wealth Management in Melbourne

Private wealth management is a personalised service designed to help Melbourne individuals and families 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 Melbourne 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 Melbourne 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 a Melbourne 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.

Our office is located at Level 3, 489 Toorak Road, Toorak — in the heart of one of Melbourne's most established financial and professional precincts. We work with clients across Melbourne including South Yarra, Hawthorn, Kew, Brighton, and beyond, and are equally comfortable meeting virtually for clients based elsewhere in Australia.

A private wealth advisor works with individuals and families to coordinate every aspect of their financial life — from investment management and tax structuring to estate planning, superannuation, and intergenerational wealth transfer. Unlike a general financial planner who may focus on specific products or life stages, a private wealth advisor takes a holistic, long-term view — often working alongside your existing accountant and lawyers to ensure everything is connected and working in harmony.

Wealth management is a comprehensive advisory service that brings together investment strategy, tax planning, estate planning, and financial planning into a single, coordinated approach. It goes beyond managing a portfolio — it is about building a complete financial structure that reflects your goals, protects what you have built, and positions your wealth to grow and endure across generations.

When choosing a private wealth advisor in Melbourne, look for a firm whose advice is shaped by your goals and circumstances rather than product obligations. Check that your adviser holds an Australian Financial Services licence, has a strong track record with clients in similar circumstances, and takes the time to understand your full financial picture before making any recommendations. At Linea Private Wealth, every client relationship begins with a deep discovery conversation — not a product presentation.