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.
Philosophy
Our approach is to align our client’s best interests with their own specific financial requirements and investment objectives. We employ a robust risk management methodology that prioritises the safeguarding and growth of their wealth. We have an unrelenting focus on service quality, not sales.
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
- Integrity and Trust
- Partnership
- Accountability
- Performance
Philanthropic
Carnbrea provides advisory services to assist our clients in structuring and managing their philanthropic vision. The Carnbrea team have a proud tradition of proactively supporting charitable activities which enhance wellbeing and positive change within our community. Our recent endeavours have helped support underprivileged children and disadvantaged women.
Carnbrea has facilitated donations for the following entities: Salvation Army, Mission Australia, Red Cross, Berry Street, Melbourne Zoo, FareShare, Save the Children and The Smith Family.
Capabilities
Private Wealth
For individuals & high net worth clients
Asset Management
For advisers and institutional clients