At 360Private, we believe great financial advice is about people, not just numbers. We look at strategic financial advice and wealth management from every angle. When you engage with 360Private, you are connecting with a firm that has a proud history of providing transparent fee for service solutions across a broad and diverse range of clients. We’ve proudly called our city-fringe office home since 1986 and have recently expanded with a second location in the Adelaide Hills.
With three directors leading the way and a talented team of nearly 70 professionals across six specialised departments, we operate from two office locations — Parkside and Mt Barker — providing a full range of services that includes:
No two financial journeys are the same. Everyone has different needs and the strategies we create are tailored to your requirements and have the inbuilt flexibility to adapt to any changes to your goals along the way.
Whether it’s financial planning, tax and accounting, insurance advice, or wealth management, our advice is tailored to fit where you are now – and where you want to be in the future.
Our long-standing and multi-generational client relationships are a testament to our personalised and professional approach. Our firm prides itself on having served thousands of clients, including public and private corporate entities, partnerships, small businesses, sole traders, and individuals. The cornerstone of our business philosophy is to place clients at the centre of everything we do, ensuring a holistic and integrated approach in all aspects of client service delivery.
Our financial planning services aren’t just about what’s happening today, it’s about creating opportunities for tomorrow. That’s why we stay ahead of industry trends, regulatory changes, and emerging financial strategies, ensuring you receive the most relevant and forward-thinking advice.
We also know that life can be unpredictable. Market shifts, career changes, family milestones – whatever comes your way, we’re here to provide steady, strategic support. You’ll never have to navigate financial decisions alone.
At 360Private, success isn’t just measured by financial growth. It’s measured by the trust, confidence, and long-term relationships we build with our clients. We’re proud to be part of your journey – and we look forward to guiding you for years to come.
We look forward to continuing to serve existing and new clients into the future through celebrating their financial and personal achievements and assisting them in creating more. Let’s build your financial future together.
Via Testimonial Oct 2022
360Private has been our financial advisor for 20 years. We know them well. More importantly, they know us well. They are an excellent team of committed, market-aware, service-focussed individuals. We value their advice, guidance, honesty – and caution when necessary. It is definitely a “no regrets, only positive” relationship for us
Via Testimonial Oct 2022
The 360Private team look after all of our financial affairs and we are extremely grateful and proud to be associated with a firm that deeply cares about our current and future plans and how we could achieve them. Their attention to detail is exemplary and their people consistently provide proactive advice that has delivered great results for us in the past…and we are sure it will in the future.
Via Testimonial Oct 2022
Our family have been using 360Private for their accountancy and wealth management services for over 15 years. Our partnership with them is built on trust and competence and we see them as an integral part of the way our family finances operate now and how they will be managed in the future.
Via Testimonial Dec 2022
I have been a Client of 360Private for over 10 years when I transferred all of my self-funded superannuation and most of my financial affairs to Mr Greg Rundle and Mr David Temme. Greg’s business expertise, his historically accurate memory and his ready availability on any matters arising is invaluable, reliable and very reassuring. David is extremely well versed in share market investments and personal portfolio management, and his results consistently outperform market expectations. Apart from the financial and business assistance provided by 360Private, we also have happily experienced the more important things they provide, which are honesty, integrity, professionalism, reliability and friendliness. Whilst everyone must be responsible for their own financial, legal and personal decisions, from our experience, we have absolutely no hesitation in fully recommending that preliminary decisions be made with 360Private, before embarking on those important whole of life decisions.
Via Testimonial Dec 2022
Greg and his team have guided our journey from one small restaurant to a far greater collective of businesses. They have been instrumental in helping our business interests to grow, navigating complex company structures and taxation implications. Beyond simply accounting, 360Private have also taken care of all of our personal requirements such as wills, life insurances, and self-managed superannuation. We have always trusted them implicitly to maximise our business returns, which has allowed us to focus on growth, and doing what we do best. They are always available for quick advice and Greg has become a true friend as well as a trusted advisor.
Via Testimonial Dec 2022
I have been a client of 360 Private for most of my business life which spans well over 25 years. In particular, I have been fortunate enough to have Greg Rundle manage both my business and personal financial affairs. Greg is very knowledgeable and acutely tuned to my business needs. His advice and suggestions have been much appreciated over the years and have helped me grow in my understanding of the financial landscape and good business practice. Most of all though I appreciate that Greg has always been patient in helping me understand “accountant talk”, and in doing so he has demonstrated respect, humour, and genuine “niceness”. As a woman in business, this has meant a lot to me.