Courageously Transparent Wealth Management Advice.

Seneca Financial Solutions is an Australian investment and wealth management company, delivering exceptional results through a focused application of our skills and a commitment to open, honest and clear communication and collaboration with our clients. 

About Us

We are a diverse team of experienced and highly educated professionals, responsible for the stewardship of over A$300 million, that has been entrusted to us by our clientele of high-net-worth families, successful private business owners, ambitious professionals, and discerning
family offices.

"As the CEO of one of Australia’s largest mining companies, and after having employed Luke in a previous role, I’ve been thrilled with the efficiency, capability and service-offering Seneca has been able to offer my SMSF. Relative to the conflicted banks and standard ‘stockbrokers’ they provide me with unique investment opportunities, considered financial advice and more importantly, really tailor their advice to my circumstances and investment preferences."

Rob Bishop

CEO, New Hope Coal (ASX: NHC)

"Luke and the team at Seneca have been instrumental in driving returns for our SMSF in recent years.

As the owner of one of Australia’s most innovative organic fertiliser companies, whilst I’ve been busy operating our business, Seneca has been able to provide us with a diversified set of direct and indirect investment opportunities, provide timely and strategic advice and educate us on our behavioural biases, resulting in excellent compounding returns. We’ve been strong supporters of Seneca since day one and enjoy the high-touch, often daily interactions we have with the team and appreciate the respect they show us and our money.

We look forward to a long association with Luke and the rest of the team.​"

Anton Barton

BioAg

"As retirees, the staff at Seneca have done a wonderful job managing our super fund and our additional family financial assets. Their attention to detail, willingness to go the extra mile and friendship is something we value immensely."

Stan W.

Melbourne-based Family Office

“Luke and the team at Seneca have been instrumental in orchestrating almost every element of the acquisition of my business. When complexities or challenges arose, they were able to provide me with the personal support and professional expertise to make the required decisions with confidence and clarity.

As a client, I look forward to them employing similar diligence and expertise in managing the wealth we’ve been fortunate enough to create for many years to come.”

Lachlan T

Dental Industry

We offer our clients

INVESTMENT EXCELLENCE

We are data-driven, empirical investors who protect and grow capital over the long-term.

This is achieved through disciplined investment decision making, applied to a culture of continuous improvement, in which we utilise rigorous, in-house research based on data of the highest quality.

Our clients expect this iterative process results in a clearly articulated investment thesis, specific and aligned portfolio composition and a clear risk management framework that can guide our decisions, even in the most turbulent of market conditions.

HIGHLY PERSONALISED SERVICE

Our business is designed to only service a specific and select clientele. Seneca’s boutique structure allows us to flexibly tailor our service and investment solutions to each client’s unique requirements.

We won’t be a perfect fit for everyone, but those clients that do choose to work with us benefit from our exceptional service standards.

As a client, you can expect our staff to know you, and appreciate your unique circumstances. Administration queries and instructions will be quickly and professionally handled, and resolutions will be clearly communicated.

Our clients expect their adviser to advise them, not a junior account manager or associate.

FOUNDER-LED & ALIGNED TEAM

Seneca is owned and operated by our management team and staff, with no influence from external investors or shareholders. We operate under our own Australian Financial Services License (AFSL No. 492686) and our investment universe is only constrained by our internal Investment Committee’s stringent due diligence process.

Our success is wholly a function of our client’s success. As a result, we apply the same level of exceptional skill, care and stewardship to our own business and personal wealth, as we do to yours.

We invest alongside our clients in our own solutions and choose to invest in businesses, and with managers, who are similarly aligned and incentivised.

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