The Carnbrea Difference – A Rich History
Carnbrea is a privately-owned boutique Wealth and Investment Advisory group with a proud 50-year history of providing financial and investment advice to High Net Worth Individuals, Family Offices and Institutional clients. Our history dates back to 1968 when we were established as the family office to administer the financial interests of the family of Alfred Nicholas, co-founder of the Nicholas international pharmaceutical business and creators of the Aspro brand.
In 2013, Carnbrea became majority-owned by Bennelong Wealth Partners, a wealth management and advisory group established by The Bangarra Group. Since then, Carnbrea is proud to have evolved into a privately owned boutique, offering bespoke wealth management and advisory services.
Our Values
We believe in the importance of building collaborative long-term relationships designed to deliver clients customised and superior results. Our partnership with our clients is based on our core values of:
Exceptional Service
Exceptional Trust
Partnership
Accountability
Performance
Our Services
Wealth
Management
Our comprehensive wealth management services are designed to help you grow, preserve, and transfer your wealth efficiently. We offer personalised strategies that align with your financial goals, providing you with expert guidance and peace of mind.
Investment Management
Unlock the potential of your financial future with our personalised investment management services. Our team of seasoned professionals are dedicated to crafting investment strategies tailored specifically to your unique goals and risk tolerance.
Intergenerational Wealth
Ensure your legacy is preserved and your wishes are honoured with thoughtful estate planning. Our expert services help you navigate the complexities of wills, trusts, and asset distribution, providing peace of mind that your loved ones will be taken care of.
Family Office
Services
Maximize your wealth with smart tax optimization strategies. Our expert approach helps you minimize tax liabilities while maximizing your financial growth.
“Carnbrea’s philosophy is about listening to your needs and understanding what matters most to you and your family. You and your advisor will work together one on one to help create a strategy that’s uniquely yours.”
Everything begins with a conversation
If you would like to learn more about Carnbrea or our range of services, please do not hesitate to contact us. Our team is here to assist you with any enquiries.
