Statton. What matters most to you.
Statton Private Wealth
We create a clear path for our clients’ futures, guiding the financial decisions that make the difference to their lives. We provide them with insight through our deep experience and a strong understanding of their unique situation.
We partner with our clients, helping them move through different stages of their lives.
Structure. Ensuring clients are well organised.
Milestones. We help clients set sight upon milestones and build the paths to reach them.
Strategy. Custom built. Every client is unique. Delivering truly personal advice to stand by.
Investments. Deep investment experience and access to a strong network of industry experts.
Support. No request is too big or too small. Leave it with us.
Statton Portfolio Management
We help our clients build their wealth over the long term by constructing portfolios and investing in direct shares.
We provide them with insight through our deep experience through many extreme market conditions. This experience forms the basis of delivering sound long term advice.
Dedicated Adviser. Your dedicated adviser and support team will partner with you and adapt to what matters most to you.
Focused Service. We strive to identify the opportunities that will suit you.
Streamlined Management. Advice efficiencies across all your accounts.
Tax Reporting. Comprehensive Capital Gains Tax reporting.
Statton Insurance
A joint venture with risk insurance advice specialists MBS Insurance, one of the largest distributors of life insurance policies in Australia.
Driven by our focus on delivering consistently better outcomes for clients.
A proven model that ensures absolute trust in service, advice, accountability, professionalism and results.
Dedicated underwriting and claims support for our clients.
Exclusive pricing delivering longevity and value.
A focus on the quality of advice, strong product knowledge and awareness of inbuilt policy definitions.
