360Private

Although people from all stages of life can benefit from financial planning advice, that advice needs to be tailored in order to cater to the specific circumstances and life stage of each person, couple or family, depending on their current situation.

360Private Wealth By Design will work with you to identify and prioritise your goals, discuss ideas and options to help you grow your wealth, ensure your lifestyle is protected should unforeseen circumstances arise and put in place all that is required to ensure that your estate planning concerns are addressed.

We provide this integrated advice offering via our distinctive Six Pillars approach to advice:

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Financial health check

Whether it be a query about superannuation, investments, insurance, mortgage or any other financial based questions, get 360Private to check on your financial health.

Client testimonials

We've relied on them for over 30 years

We have relied on the Team at 360Private for accounting and financial advice for over 30 years. Their sound strategy enabled our investments to perform well even through the Global Financial Crisis and we have benefitted from their knowledge of taxation law and superannuation. On a day to day level, we are always able to get prompt replies to any accounting matters relating to our business and everything is explained in language we can understand, rather than in "accountant speak". Our children now have their own businesses too and they also rely on 360Private.

- Sandra Haese, Director, Haese Mathematics

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