Australia's Top Wealth Management Services Provider

Cadre Capital Partners is a wealth advisory firm specializing in tax optimization, investments, and goals-based advice. Our mission is to positively and meaningfully impact our clients’ lives by servicing high-net-worth individuals (HNWI), sophisticated investors, charitable foundations, and private individuals. We establish positive, interdependent relationships built on mutual trust and accountability.

As a result of hard work, transparency and radical truth, our outcomes are measurable and significant. Partnering with Cadre Capital provides you with the results you desire.
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70

SMSF Clients Under Advice

~200

Total Clients

~$6.5m

Tax Saved

The Process

01

The First Interview

The first step allows you to get to know us and for us to get to know you. Issues that are concerning you are discussed and we will outline the services we can provide to address these concerns. We present you with a Welcome Kit which includes our Financial Services Guide (FSG) and Client Financial Planning Questionnaire.

02

Collect Information

The Value of any financial plan depends on the quality and accuracy of the information upon which the plan is based. Make sure you give us up to date information.

03

Set Goals & Objectives

The next step is to prepare short, medium and long-term objectives. A second meeting will normally be required to discuss and clarify any issues in more depth.

It is at this point that, together we will establish precisely what you want from us and reach agreement on the Terms of Engagement – the written contract relating to our services. Your approval of the terms and cost of engagement is required before we proceed to the next step

04

Formulate Strategy

The strategy is developed to achieve the objectives that are set.

We will recommend a strategy or combination of strategies devised to achieve your goals within the agreed risk and time framework. Your financial planner will then present a written report (known as the Statement of Advice (SOA)) to you. The written report will include appropriate products and services tailored to your circumstances.

05

Select Appropriate Products
& Services

Review and revise the plan at regular intervals, or when circumstances change. Whatever suits your financial situation.

06

Implement Strategy

The plan is now ready to be implemented and all the necessary paperwork completed. Our implementation team will co-ordinate all documents and/or other requirements in to complete the implementation.

07

Portfolio Review Service

It is essential that your financial plan is reviewed and refined to ensure the plan stays on track and that your goals are achieved.

It is therefore essential you select Cadre Capital Partners Ongoing Review Service. The cost of this service will be quoted in your Advice document.

Ready to start the process?

Quick Prosperity Assessment
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Contact Us

Connect with one of our expert financial service experts through the form below.

Or if you would prefer to call, our team would be happy to help on (03) 9034 5071

Hi Gabriel, I just wanted to send you a message of how well R and I are as we are about to end our second month of retirement. I can't tell you how grateful I am for your support as I now have the opportunity to spend some time with my wife and enjoy some of life's pleasures because of your efforts. I had a call from one of the other investors, his name was J wanting to tell me about how he saw how hard you worked on my behalf and how fabulous you are. I told him how amazing and caring you are and how I felt like it was my son helping out his father. I must admit how fortunate we have been that you have come into our lives and I promise you I will enjoy and live my life to the fullest...I hope that will give you some sort of satisfaction when you reflect on how much work you have done and your patience you have showed us when R and I dawdled in making a decision in going with you...thank you so much my friend, forever in your debt... Read More
R.C
Thanks to Gabriel my wife and I are moving confidently into the next stage of our lives. Gabriel’s advice and guidance has assured us of a comfortable retirement. He and his team are always available, and they always go over and above what is expected of them. We are a part of a family. We are so fortunate to be part of the Cadre Capital Partners family. Read More
B.C
Gabriel is focussed on client service, very knowledgeable and proactive. He and his team are a pleasure to work with
K.B
Hi Gabe, Can’t thank you enough for your support and guidance on our affairs. It gives me so much confidence and positivity about the future and a sense of security that was rocked to the core last year. I came away inspired and energised by the meeting today and just wanted to say thank you. I am not sure you understand how much value you are adding to people’s lives but thought it would be good to tell you on a Monday to set you off for a good week – especially given you were not well last week! Hopefully, we can get out of lockdown soon so we can have that glass of wine. Thanks again and hope you have a productive and good week. I am a bit in awe of your jedi skills but happy that they are on our side as a force for good. Know that your objective is working and that you are paying it forward. Read More
L.S
Thank you very much. Your attention to detail is greatly appreciated.
B.F
Thank you so much for what you have done for our family today. I am glad that you offered the Macquarie solution to our problems. Getting mum down to a bank, is a big logistic operation and would’ve been unsettling for her. Thank you for all the work you have done on this. Read More
S.D
Thanks for all you help.
A.B
Funds arrived late yesterday. Thank you for all your hard work.
M.M
Thanks for the efficient service.
B.M