We tailor financial strategies to client lifestyle with a focus on risk management. Our investment approach is to actively protect capital and achieve sustainable real growth through disciplined portfolio management.
Wealth is a relative term. But as one of our valued private clients you will appreciate the universal richness of experience that our people offer. This experience crosses a wide variety of services, including but by no means limited to:
Before designing the right solutions, however, we spend a lot of time asking the right questions.
To us, the process is as important as the assets and services involved. Our pre-emptive approach revolves around your individual requirements, and that applies to the acquisition of assets as much as it does their ongoing management. Investing directly into an asset, direct equity, property – whatever the product, end-to-end transparency of the process helps provide a clear view of your goals at all times, and exactly how we’re taking you ever nearer them.
Seabridgewealth is a private wealth management firm, opening its doors in July 2007. Providing advice to our clients through this period has founded a strong belief in client advocacy. Helping our clients identify their goals up front and building a process to achieve these goals over time is the basis of all our client relationships.
Our strong client advocacy approach allows us to “walk in our clients shoes” providing a clear understanding of our clients’ needs, and just as important, their propensity for risk.These rigid processes ensure there is a clear communication around the risks involved in achieving client goals through the financial advice process
This provides clients with a high degree of certainty that they can achieve their agreed long term goals regardless of market conditions. Understanding risk helps to take the surprises out of financial advice for our clients and builds confidence in achieving goals.
Managing wealth requires a lot more than a “set and forget” mentality. We’ve devised a simple but effective model to put into place the strategies that will build your wealth, and to refine and alter them in tandem with your evolving needs. This life cycle approach depends on a never-ending circle of reviewing and reporting – a constant “to and fro” between you and us.
On the surface, it may appear simple. But rest assured that through the entire life of your wealth strategy there is an incredible and ongoing amount of detailed analysis and adjustment taking place, all geared to arrive at the realisation of your goals, if not exceed them.
It is this level of intimate understanding, developed with consistency over time, that delivers both the peace of mind and performance you deserve from a wealth manager.
Seabridge Wealth Pty Limited trading as Seabridge Wealth
Authorised representative of Blueocean Capital Group Pty Ltd
ABN 86 161 363 097
Australian Financial Services Licensee No. 436859.
Phone: 0413 752 411
Registered office:
Level 14, 14 Martin Place,
Sydney.
NSW 2000.
John Hart
Senior Client Advisor
BA B(Leg S), M Comm, CTP, CFP, Tax Agent
John is a deeply experienced wealth management professional with over 25 years of leading financial services experience, including wholesale and retail advice and Managed Discretionary Account (MDA) operations.
He was Head of the Financial Planning Division position of Centric Wealth group, a substantial advice and MDA financial planning business. At that time the group managed $3.7 billion in assets under advice (AUA) and billions of dollars of life insurance coverage and $1.3 billion in loans under advice and other debt instruments. The group had one of the highest Assets Under Advice per adviser, but with one of the lowest number of clients per adviser in the Australian financial planning industry. The business used two MDAs to support advisers and their clients and John managed the 70 adviser strong team.
Before this John was Chief Executive Officer of the Halliday Financial Group, a boutique advice and MDA funds management business, from 2005 to 2007.
Before this role, John was a tax partner of Ernst & Young chartered accountants, heading up its Australian business providing services to the wealth management industry and many leading corporate executives. John was integrally involved in the initial rollout of AFS Licences across Ernst & Young Australia in 2003 and 2004.
John is a Chartered Tax Professional, Tax Agent and a Member of the Financial Planning Association of Australia.
Senior Client Advisor
BA B(Leg S), M Comm, CTP, CFP, Tax Agent
John is a deeply experienced wealth management professional with over 25 years of leading financial services experience, including wholesale and retail advice and Managed Discretionary Account (MDA) operations.
He was Head of the Financial Planning Division position of Centric Wealth group, a substantial advice and MDA financial planning business. At that time the group managed $3.7 billion in assets under advice (AUA) and billions of dollars of life insurance coverage and $1.3 billion in loans under advice and other debt instruments. The group had one of the highest Assets Under Advice per adviser, but with one of the lowest number of clients per adviser in the Australian financial planning industry. The business used two MDAs to support advisers and their clients and John managed the 70 adviser strong team.
Before this John was Chief Executive Officer of the Halliday Financial Group, a boutique advice and MDA funds management business, from 2005 to 2007.
Before this role, John was a tax partner of Ernst & Young chartered accountants, heading up its Australian business providing services to the wealth management industry and many leading corporate executives. John was integrally involved in the initial rollout of AFS Licences across Ernst & Young Australia in 2003 and 2004.
John is a Chartered Tax Professional, Tax Agent and a Member of the Financial Planning Association of Australia.