Welcome to Amery Partners

Amery Partners is a wealth management firm based in Adelaide, South Australia. We specialise in superannuation, investment & finance. Our approach to financial planning aims to deliver a comprehensive wealth creation service to those who are growing their wealth, as well as a structured private banking-type solution to individuals & groups with more complex needs.

Financial Planning involves the development, within a trusted advice relationship, of clear financial goals with clients & then the implementation of strategies we develop with our clients to achieve these goals. Our approach is characterised by:

• A focus, generally, on direct investments in shares, property & securities rather than indirect investment through managed funds, in order to reduce costs;

• Investment selection through rigorous review of investment opportunities directly by your advisers, rather than mere reliance on external research houses;

• Simplicity of investment structures & an avoidance of complex, derivative based investments;

• A consultative process wherein clients are encouraged to take ownership of their own tolerance to risk & fully understand the risk/return trade-off associated with different investment options;

• The intention to deliver positive risk-adjusted post tax returns, preferably within the range of 10-15%, annualised over rolling 5 year periods.*

Amery Partners maintains relationships with trusted legal & accounting advisers as well as insurers & capital markets participants. We leverage these relationships to assist clients with a seamless solution across tax, business advice, conveyancing & risk management. Alternatively, we often work with a client’s existing professional advisers to provide an advice solution tailored to existing structures & needs.

We operate as corporate authorized representatives of Financial Planning Services Australia Pty. Ltd., providing us with broad capacity to advise across listed & unlisted securities, wholesale & retail managed investments, insurance & structured products.

Our service is fee-based, as is our relationship with Financial Planning Services, which means we are able to give advice without many of the commercial pressures that may give rise to conflicts of interest in the advice process. For full details of our license structure, remuneration policies & relationships with product providers please read our license extract & Financial Services Guide.

*Please note that returns cannot be guaranteed and that over the short to midterm market movements can both positively and negatively impact the return of a portfolio.