Independent. Considered. Personal.
Parasol Private Wealth Advisory
Parasol is an independent advisory firm servicing the wealth management needs of Australian high net worth individuals, families and not-for-profit organisations.
A refined wealth management offering.
We are passionate about our role within financial markets while we care deeply about our clients' well-being and our relationships with each of them.
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About
Parasol is a boutique advisory firm. We manage investment portfolios for Australian high-net-worth families, individuals and not-for-profit organisations.
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Purpose
Our purpose is to enable our clients to feel secure and empowered by their wealth and we take great pride in helping them achieve their financial goals.
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Alignment
Parasol is independently owned and operated, ensuring there are no conflicts when providing our advice and no external parties pursuing their interests above those of our clients.
“Staying current with economic and company news, then tailoring that knowledge to meet each client’s specific investment needs, is both stimulating and rewarding.”
— Claire Dickinson, Financial Adviser
