Client-first, specialist wealth adviceResearch-backed. Outcome driven.
Tailored private wealth advice for business owners, executives, professionals and families, helping you generate, protect, grow and transfer your wealth. Australia-wide.
No cost, no obligation. A Microsoft Teams meeting to understand your current position, your objectives, and whether we are the right firm for you.
Your financial security and prosperity is our mission.
At Logan Private Wealth, our focus is on providing client-first, specialist wealth advice so that you can achieve lasting financial security and prosperity. We deliver world-class, tailored wealth management services, designed to help you generate, protect, grow and transfer your wealth.
Our firm is led by our Founder, Chief Investment Officer and Principal Private Wealth Adviser, whose expertise spans accounting, wealth management and investment management. He specialises in scientifically backed portfolio construction, investments, superannuation and SMSFs, tax minimisation and multi-entity structuring, multigenerational wealth and retirement planning.
A unique private wealth firm.
We are client-first private wealth advisers: no in-house products, no product conflicts, no commissions, no third-party payments and no volume-based benefits. Everything we do is guided by five core values.
Client-First
Your interests come before everything else, in every recommendation we make.
Integrity
Honest, transparent advice, every time.
Excellence
The highest standard of research, advice and service.
Innovation
Always looking for a better way to protect and grow your wealth.
Consistency
A disciplined, repeatable process you can rely on.
The Logan Private Wealth Advantage
Twelve reasons clients choose us, across four areas.
- Proprietary technology and intellectual property (LMIS)
- An institutional investment approach via our global Investment Committee
- Portfolios combining the best of ETFs, managed funds and direct holdings
- Real-world experience and expertise from top tier Australian financial services firms
- Chicago Booth-trained portfolio construction, via the CIMA education program
- Tax-aware advice and multi-entity structuring from a qualified Tax (Financial) Adviser
- Direct access to, and complete investment alignment with, our CIO
- An optional performance-aligned partnership approach
- A privately owned Australian Financial Services Licence, free from product, platform and investment conflicts, and institutional pressure
- Strategic relationships and thoroughly vetted referral partnerships
- An active voice in advice policy, as the FAAA Advice Ambassador for Wentworth (Sydney – Eastern Suburbs)
- Enterprise-grade cyber security with a global top tier firm
Accomplished, successful and wanting support.
Our clients understand that their financial circumstances are constantly changing: from windfalls and asset sales, to changes in tax and superannuation legislation, to market volatility, geopolitical shifts and macroeconomic shocks.
A dedicated private wealth partner gives them a strong advantage over managing these matters alone, and the freedom to focus on what matters most, whether that is their career or time with the people they love.
Five steps to a clear plan.
After your Discovery Meeting, we agree on a Scope of Engagement setting out the services you want with their benefits and their cost, so there is complete clarity before any advice is prepared.
Discovery Meeting
No cost, no obligation
A Microsoft Teams meeting to understand your current financial position and your objectives.
Insights & Alignment
We share our research insights to ensure we are aligned before your financial plan is prepared.
Advice Presentation
We present tailored private wealth advice based on your circumstances and objectives.
Advice Activation
We help you put the advice in place and monitor your progress.
Private Wealth Partnership
As life changes, we adjust your wealth strategy to keep you on track to your goals.
Our tailored, no lock-in subscription gives you a transparent and fair way to access ongoing wealth management support. You pay according to the scope and complexity of your engagement, so you stay in control of the services you receive and the fees you pay.
Private Wealth Partnership
No lock-in. Scaled to the complexity of your circumstances.
*This will vary depending on the complexity of your circumstances and may be reduced when bundled with our Portfolio Construction & Management service.
Looking for a more cost-effective option? Logan Wealth Insights offers affordable financial advice and may be more suitable for your needs. It is a strategy only service that does not advise on financial products or underlying investments.
- Annual review & scenario analysis
- Ongoing strategy & product advice
- Advice activation
- Risk profiling analysis & investment mandate
- Tailored financial projections
- Financial Health Check
- And more, tailored to your needs
Servicing clients Australia-wide
Australia’s 20 largest cities, and beyond
- Sydney
- Melbourne
- Brisbane
- Perth
- Adelaide
- Gold Coast
- Newcastle
- Canberra
- Sunshine Coast
- Central Coast
- Wollongong
- Geelong
- Hobart
- Townsville
- Cairns
- Toowoomba
- Darwin
- Ballarat
- Bendigo
- Albury-Wodonga
Plus regional Australia, including Rockhampton, Mackay, Launceston, Port Macquarie, Wagga Wagga, Armidale, Shepparton and Geraldton. All meetings can be held via Microsoft Teams, wherever you are.
What our clients say
“Joshua has been looking after my family’s finances for a couple of years now and in that time he has been unfailingly polite, friendly and professional. He is very clear with his explanations and patient in his answering of my many questions. …”
“We have complete confidence in Joshua…we find that he is capable, friendly, and knowledgeable. He has a positive attitude and is very clear with any explanations that we require of him. We feel that we are in good safe hands with Joshua looking after our super portfolio.”
“… We would have no hesitation whatsoever in recommending Josh to anyone as an adviser.”
Articles & publications
Start with a conversation.
Have a question, or ready to book your complimentary Discovery Meeting? Get in touch however suits you best.