About
We believe successful relationships are borne out of a sense of mutual values, trust and stability.
We have a long term history of working closely with our clients to understand who they are, what’s important to them, and helping them navigate through the changes and challenges life presents to ensure they maximise their opportunities, achieve their objectives and make the most out of their lives.
Read more >Our History
Our practice can trace its history back almost 30 years, initially established by Bain & Co before becoming part of Deutsche Bank’s Australian advice business, which was then merged with Godfrey Pembroke.
After being part of the Godfrey Pembroke network for over 18 years, we made the decision in early 2018 to move away from being part of an institutionally aligned licensee, which culminated in our transition to Oreana Financial Services in early 2019. Almost 12 months on we’re proud of the decision we made and confident that it will allow us to continually improve the standard of advice and services we provide to our clients.
At Eclipse Wealth Management we specialise in working with, and providing advice to clients who:
- Want to understand what their financial future looks like.
- Understand the need to plan in advance to achieve their objectives.
- Need help identifying and navigating through the issues they potentially face.
- Value a consistent and structured approach to planning, underpinned by a personal, long term relationship.
Team
Our friendly team of skilled professionals are ready to educate, guide and support you in developing an achievable and individualised financial strategy.
Services
During the process of undertaking ‘Financial Planning’ for clients, there are a number of areas of advice or specialisation that may be relevant. While the relevance of each will be determined by your own personal situation and objectives, the areas we cover include:
