Wealth managment
Experienced practitioners with a deep understanding of the financial and regulatory environment
As well as providing the services of a dynamic family office model, Cognitive is full service financial advisory company. These resources fit seamlessly with our family office offering but can also be sourced individually. Services include.
- Financial planning
- Superannuation
- Portfolio management
- Domestic share advice
- Real estate
The various aspects of our service are managed by experienced practitioners with a deep understanding of the financial and regulatory environment, and experience working with wealthy families. This places Cognitive in a unique position to help our clients identify their goals, and to support their efforts as they work towards them.
CognitiveWealth Pty Ltd is Corporate Authorised Representative 336959 of Carpeta Pty Ltd AFSL 529435