Private Wealth

Managing & Growing Wealth Across Generations.

The current financial environment offers a plethora of investment opportunities, encompassing everything from familiar options like stocks and bonds to more complex instruments such as hybrid securities, exchange-traded funds, real estate, and term deposits. Moreover, investors face crucial choices in utilizing superannuation effectively and considering the use of leverage and derivatives.

The challenge of navigating this diverse array of investment options can be overwhelming. Without expert advice, there is a significant risk of making less than ideal investment choices.

Since 1997, AMT Management has been a guiding force for private investors in making informed investment decisions. Our years of experience have enabled us to refine an investment strategy that not only builds but also meticulously manages and protects wealth.

Thomas Mckay

CO-Founder

WHY CHOOSE US

“AMT Management is widely recognized for its cautious investment guidance and comprehensive market analysis, serving as a key contributor to wealth accumulation for many investors across generations.”

Personalized Investment Planning

Our private wealth management service focuses on creating customized investment plans that align with individual financial goals, risk tolerance, and time horizons. This may include a diverse mix of assets like equities, bonds, and alternative investments, tailored specifically for each client's unique situation.

Superannuation Strategy

A critical component for Australian investors is the effective management of superannuation funds. We specialize in optimizing superannuation strategies to maximize retirement savings, ensuring our clients are well-positioned to enjoy a comfortable and secure retirement.

Planning and Wealth Transfer

We assist clients in developing comprehensive estate plans to ensure their wealth is preserved and seamlessly transferred to future generations. Our services include trust formation, will drafting, and succession planning, providing peace of mind that your legacy and wealth are protected.

Ongoing Portfolio Review and Risk Management

Recognizing the dynamic nature of markets and personal circumstances, we offer continuous portfolio monitoring and adjustment. This ensures that investment strategies remain aligned with changing market conditions and personal objectives, while also managing risk and exposure to market volatility.