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High-Net-Worth Investment Insights

The worst performance fee structure I have ever seen

An Investment Memorandum (IM) for an infrastructure fund passed over my desk a few weeks ago. Most people find these…

How should a performance fee be structured?

When you invest, the fees that you pay matter. It is really important to understand the fee structures of your…

Why choose an independent financial adviser to help you manage your wealth

We believe high-net-worth people need independent financial advice. Managing large sums of wealth is complex and with some advisers you…

Ethical investing for high-net-worth families: what you really need to know

Ethical investing aims to generate financial returns while considering environmental, social, and governance (ESG) factors. It has gained significant popularity…

Why you need a private wealth plan

Running significant wealth is complex without a strategy or framework. Your private wealth plan defines your focus, and guides you…

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Wealth Differently holds an Australian Financial Services licence to provide services to wholesale clients only. The information on this website is only for persons who are wholesale clients as per s761G of the Corporations Act. The information includes general advice which does not consider your particular circumstances and you should seek advice from Wealth Differently who can consider if the strategies and products are right for you. You should also understand that past performance is often not a reliable indicator of future performance and should not be solely relied upon to make investment decisions.