High Net Worth Individuals and Families

Whether you are a retiree managing your own SMSF or still working and looking for a personal fund manager to assist you with your family trust to make the best possible investment decisions, our industry-leading advisers and help you and your family by curating investment opportunities from Australia and around the world.

Get To Know Our Advisors

LUKE LARETIVE

CEO & Investment Advisor

ARTHUR GARIPOLI

Investment Advisor

TONY LANGFORD

Investment Advisor

Our financial advisers can use their extensive and diverse experience to develop and implement a strategy tailored to your specific requirements and actively manage those investments through time to ensure you meet your goals, whether that be lifestyle income in retirement or creating a lasting legacy through philanthropic giving, intergenerational wealth and succession.

We can assist high net worth individuals and families with investment and wealth management:

  • Direct share portfolios and trading.
  • Australian shares with dividends and franking.
  • International shares for diversification and growth.
  • Fixed income securities and bonds to create reliable income.
  • Property and infrastructure investments for yield and growth.
  • Absolute Return Strategies and Alternatives that aim to generate positive returns regardless of market conditions.

Our advisers guide you on a journey of discovery, proposal, advice and implementation – where your collaboration and input help guide our personalised service and approach. You’ll have a clear picture of:

  • Asset allocation.
  • Portfolio structure and strategy.
  • Governance (including environmental and social parameters).
  • Investment selection and monitoring.

What To Expect In Our Process

DISCOVERY

Let’s get to know each other, your current financial situation and figure out how we can best assist you.

PROPOSAL

Assuming you’ve selected us to assist you, we will outline the scope of the advice and services you need, as well as our fees.

ACCOUNT OPENING

Our support team will walk you through our account opening process. We identify all relevant individuals, transfer existing holdings, and open the relevant bank and platform accounts.

ADVICE

Our support team will walk you through our account opening process. We identify all relevant individuals, transfer existing holdings, and open the relevant bank and platform accounts.

IMPLEMENTATION

After you have funded the account, our team will expertly execute the transactions required to get you optimally invested.

REVIEW

Given the investment decisions are taken care of, and you have 24/7 transparency on portfolio composition, returns and progress, we recommend a semi-annual or annual review cycle. This also provides the opportunity for you to ask any questions of your adviser and update them on any changes to your personal circumstances. Should you require more (or less) frequent reviews, this isn’t a problem.

Seneca offers full transparency on your portfolio and daily reconciled performance and tax reporting via our Investor Portal that can be accessed 24/7.