Panoptic Wealth provides strategic financial advice to clients and their families to create, retain, and grow their wealth for the next generation. Your Panoptic Wealth adviser acts as your strategic counsel to guide you through the constantly changing financial landscape.
Our financial advisers make decisions based on an intimate understanding of you, and things that matter to you and your family. Our role is to highlight opportunities, warn you of potential risks, and collaborate with other trusted experts to meet your defined financial goals.
Cashflow & tax management
Panoptic operates individually managed accounts with a focus on tailoring the portfolio to the needs and risk profile of you, the client. Your adviser in combination with our investment committee, oversees your individually managed portfolio. This provides you with direct access to your portfolio’s decision maker, and the opportunity be a part of all the decisions that are made.
We take time to gain an understanding of our client’s individual goals and risk profiles, and then construct a portfolio providing diversity across a number of asset classes. Our portfolios reflect our clients individual preferences, whilst maximising their returns and minimising risk.