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Why Titan Wealth?
Good financial advice changes lives. At Titan Wealth, we combine the personal touch of a dedicated adviser who knows you by name with the depth and resources of a global financial services group. Whether you need financial planning, accounting and tax, lending, or legal services, everything works together as one coherent strategy built around you. Our purpose is simple: powering your ambitions and helping you build the future you want.
Titan Wealth in Numbers
A$85bn+
Assets Under Management and Advice
75,000+
Individual Clients Globally
1,300+
Employees Globally
200+
Institutional Clients
20+
Offices Globally
Benefits of Being a Titan Wealth Australia Client
Planning First
Great financial advice doesn’t start with a product — it starts with a plan. Before we recommend anything, we take the time to understand where you are today, where you want to be, and what needs to happen to get you there.
This planning-first approach means we look at your full financial picture: your superannuation, investments, tax position, property, insurance, and estate plans. Only once that picture is clear do we identify the right structures and solutions to move you forward. This sequencing matters because decisions made without a plan can create problems that are difficult and costly to undo later.
A Team Behind Every Client
Your dedicated Private Wealth Director is your single point of contact — someone who knows your situation, understands your goals, and takes personal responsibility for your financial plan. But you’re never limited to one person’s expertise.
Behind every client relationship sits a team of over 1,300 professionals across the Titan Wealth group globally. That means if your situation calls for a tax specialist, a lending expert, a legal adviser, or a cross-border planning specialist from Titan Wealth International, your Private Wealth Director can bring them directly into your plan. You get genuinely joined-up advice without having to manage multiple firms yourself — and the whole experience still feels personal, because it is.
Whole-of-Market Access
Unlike firms that are tied to a limited range of products or platforms, Titan Wealth Australia operates on a whole-of-market basis. That means we select solutions based on what is right for you.
This independence extends to our investment capabilities. We offer integrated in-house investment management alongside unrestricted access to external managers and platforms. Your portfolio is designed specifically around your financial plan, with the most appropriate solutions selected from across the market. The result is advice that is both genuinely independent and deeply integrated.
Transparency and Trust
We believe trust is built on transparency. That means clear, upfront fees with no hidden costs, honest conversations about what we can and can’t do, and a service model that is designed to serve your long-term interests.
We’re also regulated by ASIC and operate under an Australian Financial Services Licence. Our Financial Services Guide sets out clearly who we are, what services we provide, how we are paid, and what you can expect from working with us.
Integrated Financial Solutions
Experience the benefits of an integrated approach to financial management, delivering lower costs to you and superior service through Titan Wealth Australia’s holistic suite of offerings.
Your Adviser
Your dedicated Private Wealth Director brings together every aspect of your financial life under one roof, coordinating specialists across financial planning, accounting and tax, lending, and legal services. You get the benefit of a full team working on your behalf, with one person accountable for the whole picture.
- A dedicated adviser who knows your situation in full
- Access to specialists across every discipline when needed
- Seamless coordination across financial planning, accounting and tax, lending, and legal
- Regular reviews to ensure your plan evolves as your life does
- Connection to Titan Wealth International for cross-border needs
Financial Planning & Investment Management
From superannuation strategy and retirement planning to investment portfolio management and wealth accumulation, our financial planning services are built around your long-term goals. With integrated in-house investment management and whole-of-market access, your portfolio is always designed to serve your plan.
- Superannuation advice and optimisation
- Retirement planning and cash flow modelling
- Investment portfolio management
- Institutional-grade investment solutions
- Insurance and protection planning
- Wealth accumulation strategies
Accounting & Tax
Our accounting and tax specialists work hand-in-hand with your financial adviser to ensure your affairs are structured as efficiently as possible — from everyday tax returns to complex structuring, trust and company tax, and SMSF compliance.
- Australian tax returns and compliance
- Capital gains tax planning
- Investment tax structuring
- Trust and company tax services
- SMSF accounting and compliance
- Ongoing tax advisory
Lending & Legal
Whether you need competitive property finance, estate planning, or legal advice, our lending and legal specialists are part of the same team. There’s no referral to a separate firm — just joined-up advice that keeps your whole financial picture in mind.
- Home loans and investment property finance
- Mortgage refinancing and construction loans
- Wills and estate planning
- Trust establishment and management
- Power of attorney documentation
- Property conveyancing
How We Work With Our Clients
Discover the options available to you, learn what other clients are doing to build and protect their wealth, and allow us to match you with the right adviser for your situation.
Your dedicated adviser will take the time to fully understand your financial situation, goals, and priorities. You can meet as many times as needed — we’ll build a complete picture before making any recommendation.
You’ll receive a tailored plan with a clear, transparent fee structure. It will cover every relevant aspect of your financial life, with specialists brought in where needed. You are free to walk away at any point.
Once you’re happy with the plan, we formalise the scope of work so that everything is clear and agreed before we begin.
We take care of everything, providing clear and regular communication throughout so you can get on with life.
Your Private Wealth Director will keep you informed of important deadlines, opportunities, and changes that affect your plan — from tax return lodgements to superannuation contribution windows and insurance reviews. As your life evolves, so does your plan.