Aura Group


Wealth Management


Aura Group's Wealth division provides a range of Wealth services to both private clients and Financial Advisers, including private wealth management, as well as AFSL licencing for Financial Advisers, through the Aura Wealth Dealer Group.


Aura Wealth: an AFSL Dealer Group, licencing Financial Advisers to provide quality advice to their clients. Visit Aura Wealth.

Aura Private Wealth: a private wealth management firm, licencing Private Wealth Advisers who deal with high net worth individuals.



At Aura Private Wealth, we provide holistic and strategic financial advice. Our main aim is to assist our clients in achieving their financial goals, building wealth as well as ensuring that their plan is protected through risk management. We achieve this primarily by managing our clients’ superannuation, investment portfolios, providing protection strategies and creating tax effective plans.

About us

Aura Private Wealth (APW) is a boutique financial advisory & services firm based in Martin Place, Sydney. Our focus is first and foremost our clients. Our motivation and energy is devoted to our clients, not upper management, shareholder profit or unrealistic revenue targets. Accordingly we aim to provide value, service and support to our clients first; followed by APW Referral Partners, Associates, Advisers and our immediate community.We aim to provide holistic financial advice in all areas. Our main goal is to assist our clients in building wealth as well as ensuring their wealth is protected. We achieve this primarily by managing our client’s superannuation, investment portfolios, providing protection strategies and creating tax effective plans. We also have associations with property and financing experts, allowing the firm to assist clients on direct property investments inside (SMSF & Small APRA Funds) and outside superannuation.



At Aura Private Wealth we focus on establishing with you what your lifestyle and financial goals are. We then work with you to develop a strategy to meet those goals. As we are not aligned to any financial institutions, we are in a great position to provide best interest duty to our clients.Learn more about our services below.



Financial Planning

We help individuals and corporations meet their long-term financial objectives by analysing their status and setting a plan to achieve those goals. We specialise in tax planning, asset allocation, risk management and retirement planning. We focus on strategy first and foremost, simplify the process and ensure what you have organically grown over time will continue to be nurtured now and well into the future.

Superannuation Services

Superannuation is a tax vehicle which can be maximised through sound on-going advice and optimisation. Structuring and investment outcomes could have a major impact on exactly when you are able to retire and on your lifestyle in retirement.

We work with all major superannuation providers, including retail, industry and SMSFs to meet client needs and goals.

Retirement Planning

Retirement planning is all about understanding your lifestyle and financial goals, then developing plans and taking action that is focused on achieving those goals. We can help you achieve the lifestyle that you seek in retirement by providing practical advice, reduce the impact of inflation, generate competitive tax-effective returns and create an appropriate income stream to enjoy retirement Our advice optimises your assets, capital and income streams.

Tax Strategies

Structuring and management of taxation issues can have a significant impact on financial outcomes. We will always look first to work with your existing tax advisers to ensure optimum structures and tax benefits in your financial circumstances.

Debt Structuring & Mortgages

AWM have associations with mortgage specialists that work with the major banks and brokers to access lower lending rates and optimal debt structures.



Portfolio Management

AWM takes a holistic approach in understanding your overall assets, investment preference and risk profile. Fixed assets (direct property) and liquid assets (equities, bonds, term deposits and cash) are both important. These are taken into account and balanced towards your risk profile. We actively advise to de-risk your portfolio or take opportunistic tactical positions, while keeping in line with your fundamental investment preference and carefully monitoring the market.

Asset Allocation

Before any investment advice is provided, we will invest time into your risk profile and together establish a benchmark/ strategic assets allocation. It is a foundation which our client and we will discuss, explain, understand and agree upon. Once agreed upon we will advise and guide our client’s asset mix toward their desired benchmark while daily monitoring market prices, maximising tax efficiencies and our client’s investment time-frame or stage of life.

Direct Equities

On a daily basis we monitor the events from our global counterparties (US, UK, Japan, China & economies of the EU). AWM consider the impact these economies will have on our local economy, shares and individual client portfolios. We also take into account any corporations, capital raising, share purchase plans, rights issues or IPOs that are on offer for our individual client holdings. Our Advisers will then individually contact each client depending on their circumstances, stage of life and equity holdings to provide active advice to maximise their equity holdings with minimum risk.

Corporate Bonds

We research, review and consider each Corporate Bond presented to our firm. Following this We assist our clients’ to understand their investment, maximise their overall return with calculated minimal risk.There are a variety of corporate bonds traded on ASX. Corporate bonds can vary quite markedly and therefore it is important that you read the prospectus or term sheet for an individual bond to understand its terms. We assess the creditworthiness of the issuer of the bond as that too can vary markedly between issuers.As a general rule, safer bonds with a better credit standing promise lower yields to maturity than other corporate bonds with similar maturities. ‘Junk bonds’, also known as ‘high yield bonds’, are speculative-grade bonds which typically will have a low credit standing and therefore promise higher yields to maturity than other corporate bonds with similar maturities. The important rule to remember is the higher the bond issuer’s perceived credit risk, the higher the bond’s yield needs to be to compensate you for that risk.

Cash Management

We regularly review, attend meetings and updates with various professional fund managers to ensure clients’ monies are invested with the highest quality assets managers.Managed funds pool the money of individual investors. The combined capital is invested by a professional fund manager, in some cases being applied across a range of asset classes such as shares, bonds, property and infrastructure assets.Managed funds are popular with investors as they make it easy to invest. One transaction can provide access to a range of underlying investments and to diversify your investment across different asset classes and market sectors. They also provide access to investments that may otherwise be out of reach.



Sound financial planning includes establishing ways of protecting against unforeseen circumstances that might arise on life’s journey. We can help you develop a risk management plan to do just that.Central to managing risk in your financial plans is protecting you and your family’s assets to help ensure that your goals can be achieved regardless of what life might throw at you.Whether it’s life; trauma; total & permanent disability; or income protection, AWM will assist with a comprehensive needs and risk analysis to help you carefully select what type and level of cover best suits your circumstances and goals. We also provide advice in protecting the people in your businesses through Business Expenses and Key Man Risk Cover.As we are not aligned with any financial institution that you have access to a range of products from the leading providers rather than being limited to a particular corporate or institutional offering.

All information set out on this website is of a general nature only. This information is not to be construed as financial advice. Before taking any financial steps you should first obtain proper advice which has been prepared taking into account your objectives, financial situation and needs. You should also obtain a copy of and consider the Product Disclosure Statement for any financial product you are considering acquiring before making any decision to acquire such product