about us

find out more about Panoptic

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.

Panoptic Wealth philosophy

Our goal is to improve the lives of our clients by helping them achieve financial goals and aspirations, through provisions of quality investment and strategic advice. 

Client First

We place the interest of the client first, at all times acting honestly and with utmost good faith.

Strong Client RelationshipS

We aim to deliver an exceptional client experience through long-term relationships built on trust and mutual respect.

Professional & Ethical

Our team of professionals are of the highest quality. All of our advisors are encouraged to pursue the highest educational standards for the industry.

Highly Researched Investments

The investments we recommend are well-researched and regularly reviewed to ensure they are the most appropriate solutions for our clients.

Panoptic Integrity

Our logo is a testament to our company values.

When in consultation for our logo we knew two things:

We required something unique as our services are,

and

We required a visual way to communicate our strengths.

The composition of our logo is simple, though not immediately obvious.

The Panoptic logo is comprised of equal-sized squares with negative space forming the shape of the letter P. The letter P is made of the ‘greater than’ symbol, which is repeated multiple times throughout the logo in the surrounding space.

The building block style of our logo is purposeful, and alludes to a financial advisory service with strong foundations in trust, integrity, and experience.

Panoptic holds an
Australian Financial Services License (AFSL)

Self-Licensed

To provide financial advice in Australia, financial advisers must operate under an Australian Financial Services License (AFSL). Whilst many advisers may operate under a bank or large corporate licensee, Panoptic Wealth Management is self-licensed, operating under a separate licensee entity, Panoptic Wealth Holdings Pty Ltd (AFSL 437907).

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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.

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.