Organise and optimise your wealth

At Swinbourne Wealth & Protection, we're here to help you grow and safeguard your hard-earned wealth.

How we help
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Sound financial and investment strategies

Our financial and investment strategies are grounded in thorough, independent research. We focus on removing risks, planning for the unexpected and seizing opportunities as they arise.

We collaborate with solicitors, accountants and mortgage brokers, streamlining conversations to work effectively towards what you want to achieve with your wealth.

How we help

Retirement planning

Get yourself in the optimal financial position to choose if and when you want to quit the workforce and step into your next phase of life.

Business risk protection

Shield your business from known and unknown risks with tailored protection strategies, ensuring your hard work and business remain secure.

Business exit planning

Plan a smooth handover or sale for your business so you can step away financially secure when the time comes.

Investment management

Grow and manage your investment portfolio with a strategy aligned with your timeframes and tolerance for market movements.

Estate planning

Take control of your legacy and ensure every aspect of your wealth is passed on exactly as you envision.

Family CFO

Coordinate your family's wealth harmoniously with a sounding board to facilitate financial decisions across generations.

How it works

1. Call

Schedule a free 20-minute introductory phone call to make sure what you need and what we do marry up.

1. Call

2. Discover and engage

Over two meetings, we thoroughly understand your goals and priorities. We present interim findings, ideas, and financial models, and if you agree, we advance to planning and implementation.

2. Discover and engage

3. Plan and implement

We crunch the numbers, provide you with data-backed recommendations and coordinate the implementation of your plan.

3. Plan and implement

4. Progress

We’ll catch up for scheduled progress meetings to adapt your plan with changes in your life. You can reach out at any time with your questions and ideas, big or small.

4. Progress