Affluent Markets

We take pride in assisting you to grow your wealth and meet your financial goals. We understand that every financial need is unique. As your chosen financial services provider, we offer professional and personalised services exclusively catered to your financial needs.

Family Office

  • Our wealth management and family office business helps aspiring HNW clients and their families create, protect and preserve their assets and wealth even through periods of unpredictability and volatile times.
  • With a deep sense of diligence, responsibility conservatism, transparency and caution we aim to protect and grow our client’s wealth.
  • We offer our services by direct contact between our directors and our clients meet with one of our wealth management directors on a quarterly basis. Directors always ensure continuity of service and a high standard of experience and expertise. We take a collaborative approach to ensure clients retain control of their investments and the direction of their overall strategy. We can advise on external boards and Advisory Council.
  • When providing investment proposals, our recommendations come with high conviction and we are committed to the highest standards of service. Our track record of client success is a testament of our execution capabilities with global network and access.

Please feel free to enquire and find out more:

SIV Capacity

Significant Investor Visa Programme (SIV)

There is a Significant Investor Visa pathway for migrant investors who would like to obtain residency in Australia. Investors who are abel to make an investment of at least A$5million can consider this pathway.

  • How can PhillipCapital assist?
      • We provide access to a wide range of complying investments and the flexibility for investors to switch during the investment period.
      • We take the time to customise your investment so that it suits you.
      • We have a dedicated multi-lingual team to provide quality service and administration before and after you have applied for the Visa.
  • PhillipCapital has been providing SIV complying investments since November 2012, when the SIV program was first introduced by the Australian Federal Government.
  • We provide a range of SIV complying investments options under both old SIV rules (pre June 2015) and new SIV rules that cover the major complying asset classes specifically tailored for SIV applicants.
  • We offer a degree of flexibility within our SIV investment options which means we can assist clients to customise their exposure to SIV funds based on their individual needs and risk preferences.
  • The various PAM funds are designed to cater for Visa applications under subclass 188 and 132.

Please feel free to enquire and find out more: