Minchin Moore’s reason for existing is to help successful people make sensible, well thought out decisions about their money. We strive to bring greater affluence, certainty, and security to our clients' lives across multiple generations – often within the same family group.
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Expertise
My fees
I offer a free initial consultation for potential new clients. Get in touchWe charge clients a fixed Financial Advice fee based upon an agreed scope of service, and an investment management fee (% tiered) where we are actively managing a client's assets. We engage with clients on an annual basis, and agree a scope of service and fixed Financial Advice fee each year. Our minimum fee is $10k per annum.
Recent reviews
At a glance
- Adviser status Platinum
- Rating
- Number of reviews 82
- First year providing advice 1994
- Years of experience 30
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Highest qualification
- Master of Commerce
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Language spoken
- English
Minchin Moore Private Wealth
Level 16, 1 Martin Pl
Sydney, NSW 2000Opening hours
- 9:00am – 6:00pm Monday – Friday
Licensed by
Minchin Moore Private Wealth
AFSL 480194