Financial Planning

Our in-house deal origination team leverages off our extensive family office and fund manager networks to access attractive corporate deals for our clients.

Financial Planning

Assisting clients in growing, managing, and preserving their wealth.

With over forty years of combined experience our team offers exceptional client portfolio management. With a tactical asset allocation strategy designed for each clients investment objectives, goals and risk appetite, RiverX delivers a dynamic, agile approach and as we embrace an entrepreneurial vision to wealth management.

Services

Your financial
roadmap to success

We believe in delivering advice through trusted, long-term relationships within a club-style environment. The individuals we advise are ‘members’ of the Financial Planning Association (FPA), Australia’s leading professional association for financial planners. We facilitate networking between like-minded members to foster cross-fertilisation of wealth creation ideas, either through direct introductions or at FPA events.

Our clients range from professionals to sophisticated business owners and flourishing entrepreneurs. Some join us as soon as they begin to reap the rewards of a successful career; others come to us at a point in life when priorities are starting to change. It is never too late to start some practical financial planning. We believe in delivering advice through trusted, long-term relationships within a club-style environment

01 Tax-efficient investment solutions

02 Special situations service

03 IPO’s and fundraising opportunities

04 Invitation only global alternative and non-alternative fund managers

05 Portfolio management using tactical asset allocation strategies

06 Discretionary fund management

07 Managed portfolio service (“MPS”)

08 Execution-only services

09 Risk management

10 Exchange traded options

11 Access to direct private real estate

Features

Comprehensive Research

In a world where individual investment manager discretion is being increasingly replaced by automated processes and responses, we empower our investment managers to deliver what clients seek.

Traditional and Progressive

We provide creative solutions combining traditional values and old-fashioned relationship-based services with 21st century innovation, imagination and entrepreneurship.

Scientific and Empirical

We pro-actively and scientifically monitor all clients financial outlooks, meeting with them several times a year to review a detailed picture of their assets, investments, debts, income, and expenditure.

Financial Planning