BOUTIQUE
WEALTH ADVISORY
Specialising in Wealth Structuring, Tax, Investment Solutions & Retirement Planning
SERVICES
RETIREMENT PLANNING
For most, the thought of planning for retirement can be a complex and daunting task. Take the guess work out of retirement and allow our experienced team to support you every step of the way.
INVESTMENT MANAGEMENT
Unlock the full potential of your capital. Whether you're a sophisticated investor seeking a competitive edge or adopting a more hands free approach our tailored range of investment and reporting solutions have you covered.
WEALTH STRUCTURING & TAX
Mitigate risk, enhance asset protection and improved taxation consequences. Just some of the benefits a meticulously developed wealth structure can yield.
SELF-MANAGED SUPER FUND SPECIALIST
When managed appropriately, an SMSF can be an effective tool for individuals with higher balances to house and build retirement savings. Potential advantages may include; the ability to pool funds, additional investment opportunities, effective tax management as well as estate planning flexibility. Contact our team of professionals to discuss whether an SMSF may be suitable for you.
ABOUT
James Street Wealth is a majority privately owned firm with the partial ownership, key backing and support of a listed public company, Clime Investment Management Ltd. James Street Wealth specialises in providing targeted solutions to private clients, family offices and not-for-profit entities.
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James Street Private Wealth has been born off the back of a need for comprehensive, trusted, and long term focused financial advice, with exceptional client experiences at the forefront of everything we do.
Geoff & Jane M
Transitioning to James Street Wealth was seamless and efficient! Matt took the time to listen to our concerns and helped us navigate our financial needs. Communication has always been a priority and provided in a friendly professional manner.
Michael & Tandy-Sue C
Matt and the team at James Street Wealth have allowed us to feel confident and in control of our transition towards retirement. I would highly recommend!
HEAR FROM OUR CLIENTS
MEET THE TEAM
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MATTHEW RENCKEN
DIRECTOR & PRIVATE WEALTH ADVISER
Certified Financial Planner (CFP), B.com (Fin), Dip FinPlan, Adv Dip PF Con & Inv Mng
Auth Rep No. 423724
DALLAS SINCLAIR
FINANCIAL ADVISER
B.com (Fin & Acc)
GradDipFinPlan
Auth Rep No. 1304149
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© 2022 by James Street Private Wealth. James Street Private Wealth Pty Ltd, ABN 63 653 844 633, is a Corporate Authorised Representative (Corporate Authorised Representative Number 423724) of Madison Financial Group Pty Ltd (“Madison”), ABN 36 002 459 001, Australian Financial Services Licence Number (AFSL) 246679. Matt Rencken is an Authorised Representative of Madison Financial Group Pty Ltd a wholly owned subsidiary of Clime Investment Management Ltd
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