CREATING YOUR TRUE WEALTH IS JUST THE BEGINNING
Being a Parc Wealth client starts with authenticity and the mindset around you today and your long-term financial worth. Our team of leading Private Wealth specialists provide expert advice and boutique financial services to optimise the prosperity of businesses, families and individuals.
Through our bespoke tax-aware advice on income, business, investments, superannuation and insurance, your confidence builds around your financial position in taking on the expected – and the unexpected.
Think you’ve experienced service before? Think again. Our company ethos truly delivers on managing your wealth with pride and excellence. Pride in expertly tailored holistic and ethical wealth advice, excellence in delivery with compassion.
Our team consists of highly skilled and experienced industry professionals. Elite qualities of elite people pair with values of respect and integrity, to provide our clients comfort on their pathway to financial confidence.
Our Services:
Financial Planning
At every age and stage. Our exceptional, tailored and down-to-each financial advice creates true clarity to nurture and protect your life, your family and you business.
Private Wealth
Managing your wealth is about knowing and growing. To enhance your lifetime, succession and legacy goals, our private wealth specialists navigate you there for the long-term.
Family Office Services
From this generation to the next, achieving your family's objectives is paramount. Because no two families are the same, our Family Office clients benefit from a bespoke multi-generational approach to their wealth.
Our distinctive, custom approach to wealth management ticks every box. We focus on what matters most to you – being at ease with life now and into the future. Your bespoke wealth journey truly begins here.
Expertise
My fees
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 11
- First year providing advice 2016
- Years of experience 8
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Highest qualifications
- Bachelor of Business (Accounting)
- Bachelor of Business (Banking and Finance)
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Languages spoken
- English
- Hebrew
Parc Wealth Management
Level 1, 1133 Malvern RoadMalvern, VIC 3144
Opening hours
- 9:00am – 5:30pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Parc Wealth Group Pty Ltd
AFSL 535090