Who we help
Characteristically, our clients come to us financially independent.
Our role is to deliver them financial peace of mind and security.
Who we work with
Every family’s wealth has its own shape. Most of our clients fit one of the groups below. Plenty fit two or three.
Individuals and families
Clarity about what matters most
We help you gain clarity around your personal, lifestyle and financial goals, articulating what matters most and quantifying what success looks like. From there, we design a comprehensive, long-term strategy tailored to help you achieve those goals.
Your personalised plan maps out the interconnected parts of your financial life and highlights the key actions and decisions that give you the best chance of success.
Once your strategy is agreed, we support you in putting each piece into action. As your circumstances and the wider environment change, we review and refine your plan so it stays aligned with your goals. We’re with you every step of the way: your sounding board, your trusted guide, and the person who helps you make informed, confident decisions.
Education is central to our approach. We provide ongoing coaching not only for you, but for the next generation too, so your family has the knowledge to make smart financial choices for generations.
Business owners
Your business comes first. Your balance sheet shouldn’t come last.
As business owners ourselves, we understand the demands your business places on your time and energy. Often your personal balance sheet comes third, behind the business and the family, and doesn’t get the attention it deserves.
From experience, we know the more time and mental space we can help you reclaim, the better it is for your business and your family.
That’s why we take a whole-of-life approach. We bring everything together by coordinating the professionals in your life and integrating your business strategy with a well-structured personal financial plan, one that reflects your personal, family and lifestyle goals and lines up with your business priorities.
And when the time comes to exit your business or unlock capital, we’ll help you put a strategy in place so the rewards of your hard work are maximised and protected.
Planning a sale in the next five years? See how we help you get exit ready →
Client story
Jordan never had a money problem. That was the problem.
$9 million across a business, a trust, a company and super, and no single plan joining them up. See how a health and fitness founder turned accumulated wealth into organised wealth, and won back her options.
Newly separated or divorced
Financial clarity during life’s transitions
Working through the financial side of a separation can be complex and emotionally taxing.
Unless a binding financial agreement is in place, dividing assets usually involves negotiation, and legal costs can escalate quickly. An early, amicable agreement is ideal, but emotions can make that hard, even through legal channels.
That’s why seeking financial advice early matters, especially where one partner has managed most of the money. A trusted adviser helps you make informed decisions and protect your long-term interests. We work alongside your family lawyer, not instead of them.
Rebuilding your financial life starts with a clear budget and a forward-looking plan. Your relationship with your lawyer ends with the settlement. Your partnership with a financial adviser can support you for years to come. At WE Private, we help you move forward with clarity and confidence, not just through the financial split, but as you shape your next chapter.
Professionals
Turning income into impact
Your cashflow is strong, yet you may feel you’re not making the most of your earning potential.
At WE Private, we help you turn income into impact, building a disciplined, long-term strategy that evolves with your life and career.
We work closely with you to stay on track and adjust your plan as circumstances change. Our goal is to help you put your surplus savings and future cashflow to work, creating passive investment income that moves you toward your goals with confidence and clarity.
It’s about more than growing wealth. It’s about building a future that reflects your values, your ambitions and the way you want to live.
If your income has topped $250,000 for each of the last two years, you may already be a wholesale investor. Most people who qualify have no idea.
Trustees
A role of profound responsibility
Trusteeship demands the highest standards of integrity, sound judgement and fiduciary care. It goes far beyond financial oversight, requiring a deep understanding of complex structures and the wider context of long-term wealth stewardship.
At WE Private, we recognise the delicate balance trustees must keep: navigating family dynamics, managing expectations across generations and keeping the peace. We bring technical knowledge of governance, finance and the legal framework, together with an appreciation of the human side of family wealth.
We guide trustees of family trusts, testamentary trusts and SMSFs through both the financial and non-financial parts of the role, so the wealth in their care is protected, preserved and grown with foresight, for generations to come.
Not-for-profits
Capital that serves the mission
For-purpose institutions, including charities, foundations and endowments, play a vital role in driving meaningful change.
Their mission requires a careful balance: making the most of financial resources while staying true to their values and long-term purpose.
We support boards and investment committees with investment strategy, research and portfolio construction, working closely with each institution on solutions that reflect its goals. That might mean preserving and growing endowment capital, refining an investment policy, or building in responsible investment principles.
The aim is long-term financial sustainability, so you can stay focused on what matters most: the impact you create in the communities you serve.
Debt and equity
Who you partner with matters
Every part of your financial world, however complex, should work together. We bring in the right specialists to help you unlock debt and equity across your portfolio, and help you choose the institution that’s right for you.
You’ll receive a tailored plan that fits your wealth strategy and keeps all your finances moving toward the future you have in mind.
- Strategic debt structuring across home, investment and business lending
- Coordination with your lender, accountant and lawyer
- Priority support when a transaction is time critical
Lending services are provided through WE Mortgage Solutions. See the footer for licensing details.
When you’re navigating uncharted territory, you need a trusted expert. One who has the knowledge and capabilities to steer you through.
Andre Dirckze, Principal Adviser
Our promise
We practise what we preach
We only recommend strategies we would be comfortable using ourselves. We left corporate financial life to build a business that lets us spend time with the people we love, and we want the same for you: wealth that buys back time, not wealth that takes it.
See yourself here?
Book a complimentary 45-minute discovery session, or call 1300 459 101 to speak with our concierge.
