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About the firm

Private wealth advice, with one adviser who knows you.

Towemer Wealth is a private wealth practice in Sydney. We advise our clients on everything they own and arrange their investments, from high interest cash accounts, term deposits, bonds and managed funds to shares, exchange traded funds and new listings. One adviser, one account, and every placement confirmed in writing.

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  1. 2016 Advising since
  2. 1999 Company registered
  3. Sydney Where we are

What we can arrange for you.

Cash accounts and term deposits with Australian banks, government and corporate bonds, managed funds, and shares and exchange traded funds on the ASX, along with new listings when the firm has a place in an offer.

  1. ASXSydney
  2. CASHHigh interest cash accounts
  3. TDTerm deposits with Australian banks
  4. BONDGovernment and corporate bonds
  5. FUNDManaged funds quoted on the ASX
  6. SHARESShares and exchange traded funds
  7. IPONew listings
  8. SUPERSuperannuation and SMSF

What we offer.

  1. Advice on your whole portfolio

    Your adviser looks at everything you own together, so each new investment fits with the rest and with what the money is for.

  2. Cash and term deposits, arranged for you

    The strongest rates Australian banks publish, checked each morning for your amount and term. Your adviser takes care of the application and all the paperwork, with no fee from us.

  3. Bonds

    Government and corporate bonds selected by the firm, each with its coupon, maturity and payment dates set out before you decide, and optional capital protection on specified bonds.

  4. Managed funds

    Managed funds quoted on the ASX, shown with their five year record and fees, and placed with no fee from us.

  5. Shares and exchange traded funds

    Shares and exchange traded funds on the ASX, bought and sold through your account and held alongside everything else you own.

  6. New listings

    Access to new listings when the firm has a place in an offer, with your application arranged before trading begins.

  7. One account

    Everything you hold in one Towemer account, with one login, one statement, and your income and maturity dates in one view.

Every placement confirmed in writing,
before any money moves.

Talk to an adviser.

Tell us what you would like your money to do, and an adviser will take you through your options. There is no obligation.

Open an account Speak to us