Parc – Wealth Management

“Creating abundance is not about creating a life of luxury... it’s about creating a life of possibility”.

Peter H. Diamandis, engineer, physician and entrepreneur

Creating your true wealth is just the beginning

Being a Parc Wealth client starts with authenticity and the mindset around you today and your long-term financial worth. Our team of leading Private Wealth specialists provide expert advice and boutique financial services to optimise the prosperity of businesses, families and individuals.

Your bespoke wealth journey truly begins here.

our services

Financial Planning

At every age and stage. Our exceptional, tailored and down-to-earth financial advice creates true clarity to nurture and protect your life, your family and your business.

Private Wealth

Managing your wealth is about knowing and growing. To enhance your lifetime, succession and legacy goals, our private wealth specialists navigate you there for the long-term, confusion-free.

Family Office Service

From this generation to the next, achieving your family’s objectives is paramount. Because no two families are the same, our Family Office clients benefit from a bespoke multi-generational approach to their wealth.

Personal Protection Insurance

Personal insurance coverage provides you with peace of mind. It aims to remove or reduce the financial stress that inevitably occurs as a result of unforeseen events.

Finance and Mortgage Broking

Whether you’re looking to buy your first home, start your own business, or refinance your existing mortgage, we can help you find the right finance solution for your needs.

General Insurance

Our general insurance team diligently source and secure the most suitable policies to meet your specific needs. We provide guidance throughout the claims process, actively advocating on your behalf to ensure prompt and equitable resolutions.

Client Testimonials

“Parc Wealth made me aware of numerous things that other advisers had no idea about. This made a huge difference to my investment outcomes.”

“Trustworthy, professional and easily accessible. I have no qualms about recommending P.C. to my friends.”

“The approach has been personal and warm, very thorough and made us feel at ease knowing we were in experienced, professional hands.”

“Transparency and hands-on individual approach. Easy to talk to and easy to get hold of when questions arise.”

“Easy to see that the Parc Wealth team treat me and my investments as if family. They are so professional.”

About Us

Think you’ve experienced service before? Think again. Our company ethos truly delivers on managing your wealth with pride and excellence. Pride in expertly tailored holistic and ethical wealth advice, excellence in delivery with compassion.

Our teams are highly skilled and experienced industry professionals. Elite qualities of elite people pair with values of respect and integrity, to provide our clients comfort on their pathway to financial confidence.

Above all, we are proud of our people as humans.

News and Insights

As industry leaders, we take pride in sharing news, insights, market updates, guides, outlooks and emerging trends to keep you informed.

Parc Perspectives Edition 2

The March Quarter 2022 brought with it increased volatility and uncertainty, with both equity and bond markets undergoing corrections.

Parc Perspectives Edition 1

As we move into Autumn 2022, the Financial Markets look to be as unpredictable as the weather.

What you should know

Parc Wealth Management Pty Ltd is a Corporate Authorised Representative (No. 1250859) of Parc Wealth Group Pty Ltd ABN 24 652 326 915 AFSL 535090.
Parc Wealth Group Pty Ltd ABN 24 652 326 915 operates as an Australian Financial Services Licensee (Licence No: 535090).

Any information on this website is general advice only and does not take into account your financial circumstances, needs and objectives. Before making any decisions based on any information on this website, you should assess your own circumstances or seek advice from a financial planner and seek tax advice from a registered tax agent. Information is current at the date of issue and may change.