Everyone is unique,

that’s why our solutions are tailored to meet your personal needs.

SEE HOW WE CAN WORK TOGETHER

Our Services

Unlock your financial potential with our comprehensive financial planning services designed to help you achieve your financial goals with expertise and precision.

Financial Planning

Strategic financial advice to create, retain, and grow wealth for the next generation.

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Portfolio Management

Curated, professional and individually managed account portfolios tailored to your needs and risk profile.

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Superannuation

Helping you navigate your Superannuation investment choices so that you achieve your goals.

Explore now >

Financial Planning

Strategic financial advice to create, retain, and grow wealth for the next generation.

Explore now >

Portfolio Management

Curated, professional and individually managed account portfolios tailored to your needs and risk profile.

Explore now >

Superannuation

Helping you navigate your Superannuation investment choices so that you achieve your goals.

Explore now >

Share Advice

Advice to help you build a portfolio suited to your needs and investment objectives.

Explore now >

Succession Planning

Advice to help you and your family plan for the long-term.

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Support

Top quality, expert support from the dedicated Panoptic Wealth Management Team.

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Share Advice

Advice to help you build a portfolio suited to your needs and investment objectives.

Explore now >

Succession Planning

Advice to help you and your family plan for the long-term.

Explore now >

Support

Top quality, expert support from the dedicated Panoptic Wealth Management Team.

Explore now >

panoptic

adjective | pan-OP-tik

showing or seeing the whole at one view; all-encompassing

“experience panoptic financial expertise”

Things to ask yourself

About your financial situation

Do you know your current financial position?

Have you planned your estate?

Has your rate of return been competitive with respective benchmarks?

Do you have peace of mind with your investment strategy?

Do you have enough super?

Do you have a plan for reaching your financial goals?

Do you know what your rate of return has been?

Are you using super payments to help lower your tax bill?

Is your family protected financially in the event of illness or injury?

Are you getting the most out of your income?

Do you know how long your retirement funds may last?

Do you understand where your income is going?

If you answered ‘no’ to any of these questions, contact us to discuss a plan to maximise your wealth and secure your future.

CONTACT US

What our clients say

"The team at Panoptic Wealth provide an outstanding service and are always responsive when we have queries. We have been with our adviser since 2009 and always felt that the advice and guidance we have received has been in our best interests, and beneficial to achieving our financial goals."
- BRUCE & CELESTINE
“Tom Woollan has been my Financial Adviser for over 10 years and has provided me with the most professional, consistently high quality and always valuable financial advisory services and support over this time. I implicitly trust Panoptic’s advice and their recommendations for how to best invest our money and grow our portfolio. My wife Sharon and I are very happy to continue in this relationship with Panoptic as part of the range of excellent client services and support that they provide.”
- STEVE
“After your health and family, financial security is the most important matter in the life of a retiree. We have had that in spades through the excellent services of our financial advisor at Panoptic Wealth. We can enjoy retirement knowing our investments are well managed according to our wishes and requirements.”
– GUY & JUDY
"We have been very pleased with David Reynolds’ advice throughout the course of our engagement with Panoptic. Knowing that our assets are professionally managed gives us peace of mind so that we can focus on enjoying our retirement."
– MARK & JOANNE
"I was referred to Panoptic by my accountant four years ago and have not looked back since. My portfolio has benefited greatly from the investment advice I have received, complemented by great service and communication from all staff. I am confident now that my finances are in order and I am on the right track."
– PETER
"As retirement got closer we started to realise that we needed some financial direction. Panoptic helped us to make sure that we were making the most of our financial resources, with smart strategies and savvy investment advice to ensure we were financially independent by the time we retired. I have recommended Panoptic to my friends and family."
– IAN & ANDREA
"David Reynolds at Panoptic Wealth has provided us with a wealth of knowledge and support. We are highly satisfied with the professional service we have received in all our dealings with Panoptic and look forward to continuing the relationship."
– GRANT
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About Us

Panoptic is a boutique, truly client-centric, privately owned wealth management firm with our own Australian Financial Services Licence (AFSL). We service clients all over Australia with our head office located in Brisbane.
 
Our experience and expertise are reasons why clients seek our advice to guide them through the highs and lows of financial markets. We provide astute, tailored financial advice to assist clients preserve and grow their wealth and help them achieve their goals and create a secure financial future both for themselves and their next generation.

 

Find out more

Ever feel like you’re in the wrong place?

Luckily, we’re in the business of helping you get where you want!

BOOK A CONVERSATION NOW

Contact

admin@panopticwealth.com.au
Phone: 07 3063 5555

Our offices

Brisbane (Head Office)
Level 10, 144 Edward Street
Brisbane QLD 4000

Sydney
Level 36, Gateway Tower
1 Macquarie Place,
Sydney NSW 2000

Melbourne
130 Lonsdale Street
Melbourne VIC 3000

Brisbane (Head Office)
Level 10, 144 Edward Street
Brisbane QLD 4000

Sydney
Level 36, Gateway Tower
1 Macquarie Place,
Sydney NSW 2000

Melbourne
130 Lonsdale Street
Melbourne VIC 3000

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Panoptic Wealth Management Trust trading as Panoptic Wealth Management ABN 87 422 836 545. Authorised Representative No. 1280995 of Panoptic Wealth Holdings Pty Ltd. Australian Financial Services Licence No. 437907.

General Advice Warning: Any information contained in this website is general in nature only and does not constitute personal financial advice. The information has been prepared without taking into account your personal objectives, financial situation or needs. Before acting on any information within this website you should consider the appropriateness of the information having regard to your objectives, financial situation and needs. Before you decide to buy a product arranged by a representative of Panoptic Wealth Management Pty Ltd, keep or cancel a similar product that you already hold, it is important that you read and consider the relevant Product Disclosure Statement (PDS) or Prospectus of the product provider to make sure that the product is appropriate for you. Your Panoptic Wealth Management adviser can assist you with this.

© Copyright Panoptic 2024

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Portfolio Management

Our PWM Managed Discretionary Account Service is a completely integrated investment management and administration service. Clients have a custom-built portfolio that comprises Australian and international equities, bonds and fixed interest, listed and unlisted property, cash, managed funds and alternate assets.

Our Investment Committee conducts rigorous screening and due diligence processes to ensure that our investments are appropriate. The Committee also reviews the asset allocation for our clients to ensure we achieve superior risk-adjusted returns for our clients over the long-term.

The asset allocation of your portfolio is the key determinant of performance, risk, and volatility over time. We work with you to define the appropriate asset allocation depending on your circumstances, risk profile, and financial position.

Find out more about our Managed Discretionary Account Service here.

  • Domestic equities
  • International equities
  • Fixed interest
  • Property
  • Managed funds
  • Cash & term deposits

Superannuation

If you’re ready to take control of your super, talk to Panoptic Wealth about our adaptable superannuation options.

We give you more power over your superannuation investment choices, with more control than traditional super funds.

When you choose Panoptic Wealth, your super is overseen by our Investment Committee. We will construct a portfolio that is best suited to your stage of life and which will look to achieve your goals whilst working or in retirement.

Share Advice

Panoptic Wealth offers access to both the domestic and the international share market.

At Panoptic Wealth, we believe that every investment made, whether it be large or small, is important and forms a basis to fulfil short-term or long-term investment objectives. What may be a minor investment for one investor, may be a large investment for another, so all investments are treated with the same prudence and diligence.

Our team will guide you through the process of creating and maintaining your share portfolio with sound, proven advice. We will assess your risk-return profile and build a share portfolio tailored to your investment objectives.

Support

You, our client are our number one priority, and that is why we pride ourselves at Panoptic Wealth in providing exceptional service. We want to help you simplify your finances, and make smart decisions based on the expertise that we provide.

Apart from the standard services above, we also provide the following Panoptic experience:
 
  • Online 24 hour, 7 day a week access to your individually managed portfolio.
  • Reporting and analysis of your portfolio against performance benchmarks.
  • Direct access to your portfolio manager.
  • Administration services – Collecting dividends/calculation of Franking Credits, corporate actions etc.
  • Yearly meetings with your Adviser.
  • Comprehensive reporting, including for tax purposes.

Family Succession

Every family is unique, yet they all face similar issues.

At Panoptic Wealth, we believe that family wealth should be a long-term plan. In addition to providing Total Wealth Management, no task is too sophisticated or too personal to delegate to your dedicated team of specialists.