top of page

BOUTIQUE
WEALTH ADVISORY

Specialising in Wealth Structuring, Tax, Investment Solutions & Retirement Planning

Servics

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

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.

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.

Accountant at Work

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

Our team

MEET THE TEAM

Matt - Headshot (new)_edited.jpg

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
Work Headshot 2_edited_edited.png

DALLAS SINCLAIR

PROVISIONAL FINANCIAL ADVISER

B.com (Fin & Acc)
GradDipFinPlan
Auth Rep No. 1304149
  • LinkedIn
  • LinkedIn
CONTACT

CONTACT
JAMES STREET PRIVATE WEALTH

8/4 Sixth Avenue, Palm Beach, QLD, 4221

 

07 5551 0915

 

Send us a message
and we’ll get back to you shortly.

Thanks for submitting!

Back to Top

BACK TO TOP

© 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

View a copy of our Financial Services Guide (FSG) and Privacy Policy .

bottom of page