Advocate Private Wealth

Advocate Private Wealth is a privately owned financial advisory and wealth management firm based in Sydney, Australia. The company was founded to provide high-quality, non-conflicted financial advice, positioning itself as an alternative to larger financial institutions. Its mission is to deliver a bespoke, client-centric service, focusing on building long-term relationships and developing comprehensive, holistic financial strategies that cover investment management, superannuation (including SMSFs), retirement planning, and risk management.