Our dedicated team of qualified experts work closely with business owners, high-net-worth individuals and their families to deliver outstanding, integrated advice across the spectrum of their wealth management requirements.

Long-term relationships underpin our success, together with our depth of experience in inter-generational wealth management. We proactively advise on all aspects of building, protecting and realising wealth in line with our client’s goals, as well as managing the risks and concerns they may face.

We pride ourselves upon our professionalism and extensive experience, and have clearly defined professional risk management policies and procedures across everything we do.

Above all, we provide a trusted relationship that our clients can rely upon, and provide strong experience and advice with an ultimate goal of enabling an individual or family’s ongoing success.

Our Private Wealth team has the expertise to help across the following areas:

  • Wealth and asset management
  • Succession and transition planning
  • Treasury management
  • Superannuation and retirement planning
  • Portfolio management and reporting
  • Asset protection
  • Philanthropy
  • Family board advisory
  • Compliance and tax

We’re also backed by the substantial global resources of Grant Thornton’s international network. This means we offer a unique combination of global insights and local expertise to craft the right strategies for our clients.

meet our people Andrew Steer

Partner & National Head of Private Wealth

Find out more

Personal Finance Portal

Our online client portal gives you a complete picture of your finances, including:

  • Convenient access to your portfolio information, asset allocation, investment transactions and pertinent documents.
  • Secure communication portal to engage with your advisory team.
  • Up-to-date market news and insights.

Login to your personal finance portal here.


Meet our team:

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Jon Black
Director - Private Wealth
Private Advisory
+61 3 8320 2241
E jon.black@au.gt.com

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Joanne Kenderes
Director - Private Wealth
Private Advisory
+61 2 9286 5542

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Laura Peressini
Director - Private Wealth
Private Advisory
T +61 3 8320 2358

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Simon Gow
Partner - Private Wealth
Private Advisory
T  +61 8 9480 2059
E  simon.gow@au.gt.com