Expertise
Expertise that empowers you to secure your financial dreams.
Portfolio Management
Access to wisdom could be the difference between chasing rainbows and realising your potential.
We design and manage bespoke investment portfolios. From simple and efficient diversified index funds for small balance investment and superannuation accounts; to comprehensive diversified portfolios for your Family, Philanthropic or Testamentary Trusts, SMSF or other entities. We are investors – not speculators – and use empirical evidence and academic research; lifelong strategic and operational involvement in Private Banking and Wealth Management; and a deep interest in history, politics and economics – to capture available market returns.
Superannuation
Your actions now, will help determine the comfort of your retirement later.
We design and manage bespoke investment portfolios. From simple and efficient diversified index funds for small balance investment and superannuation accounts; to comprehensive diversified portfolios for your Family, Philanthropic or Testamentary Trusts, SMSF or other entities.
We are investors – not speculators – and use empirical evidence and academic research; lifelong strategic and operational involvement in Private Banking and Wealth Management; and a deep interest in history, politics and economics – to capture available market returns.
Planning and Modelling
Without robust planning your portfolio can not flourish and thrive.
Whether you are considering selling your business, retiring, transitioning to a new career, ceasing work for a year or two, buying an investment property, upgrading or downgrading your home – we will brainstorm the assumptions and dependencies and help you obtain clarity amongst uncertainty – simplifying complexity.
We are not unrealistic optimists - we’re astute planners that share our foresight to assist you in avoiding the obstacles ahead of you on the journey to financial freedom.
Risk Management
Risk managed, creates the possibility of Life, fulfilled.
Life Insurance. The one investment with an expected (and hoped for) negative return.
We provide extensive education, facilitating a genuinely free and informed assessment of your situation and requirements. The costs, benefits, risks and consequences.
Your personal situation and objectives, attitude to and understanding of risk, and cash flow – amongst other factors – will determine what life insurance cover you require (if at all). You will be actively involved in determining the cost / risk trade-off. How much risk to transfer to an insurer, and how much risk to retain.
Death or Disability. Low probability events. Potentially devastating consequences.
Integrated Financial Solutions
There are many instruments in your financial strategy - and every orchestra needs a conductor.
We understand that the entire financial domain is complex. Whilst Buxton Private Wealth are not attorneys or tax agents, we are the strategists that help you expose the issues that require specialist advice. We coordinate and work with your specialists.
With our extensive commercial, strategic and life experience we help you surface key issues associated with Estate Planning, Shareholder and Buy-Sell Agreements, Philanthropy, Migration etc. – then planning around and clarifying those issues prior to you engaging your specialist attorney or accountant.
Paul quickly understood our financial affairs on both the corporate and personal levels and was able to provide sound advice that helped us successfully implement risk and investment strategies. Paul is a true professional and has provided exceptional service thus far.
The integrity and professionalism that Paul has displayed give us the confidence that this will be a long-term journey to be travelled jointly with Paul and the team in pursuit of the financial goals that we have planned in great detail with Paul's excellent assistance.
Paul and Alicia have been invaluable with their guidance and advice as we grew and sold our digital solution business, and thereafter in providing us with ongoing contextual and balanced advice to ensure that our family requirements are proactively addressed – all while building a risk-appropriate investment portfolio.
As a busy entrepreneur, I feel like I have the team at Buxton Private Wealth looking after me and my family's best interests around the clock. Understanding the levers to grow and protect wealth is complex. The Buxton Private Wealth team gives me comfort that all angles are being covered.
Paul truly invests time to understand the person behind the numbers. This in-depth understanding, not only about individual risk appetite but also personal motivation, family circumstances, and future needs, has always given me complete comfort and trust that all aspects of our financial interests are covered and proactively looked after.
Paul and Alicia have provided me with a reliable, individual, and highly knowledgeable framework of financial advice for the past six years. Paul is very personable, always quick to respond, and is a pleasure to engage with.
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