26Jun 2025
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Secure your family’s financial future with our superior financial advisory services. Your journey to generational wealth starts here.
Invest with a trusted financial adviser
Create and capitalise on unique investment opportunities
Grow wealth with measured risks
Protecting generation wealth demands a holistic yet professional approach. Let us support and protect your family’s financial legacy through effective financial advisory services, such as investment management, mortgage brokering and complex financial planning.
Access our unique financial advisory services and investment skills to leverage your income and assets. Capture the global options best matched to you to ensure your portfolio remains dynamic and profitable.
For those working on behalf of someone else, Cashel Family Office is here to assist. Partner with a trusted, respected and exclusive financial adviser to protect and grow your clients’ interests.
We offer financial advice on a range of wealth and investment opportunities to leverage your existing wealth and future ambitions. Our range of financial advisory services in Australia aims to encompass all areas of financial management, exclusively for high-net-worth individuals and families.
Effective wealth management begins with a personalised financial strategy. We take a holistic view of your financial position, lifestyle goals and long-term aspirations to develop a dynamic plan that evolves with you. As experienced high-net-worth investment advisers, we craft sophisticated investment strategies that balance risk and reward while maximising returns.
For those seeking to optimise their retirement savings, we provide specialised superannuation advice. Whether managing a self-managed super fund (SMSF) or exploring other superannuation structures, we tailor our approach to enhance your retirement outcomes while ensuring compliance with evolving regulations.
Protecting your wealth for future generations is a cornerstone of our financial advisory services. We work closely with estate planning specialists to develop customised strategies that ensure seamless wealth transfers and premium protection across family assets.
Our flexible financial advice strategies are tailored around your lifestyle and financial goals, adapting to your life’s stages.
We offer advice on a range of insurance products that help protect your wealth from life’s unexpected risks.
Leverage our global view to capture opportunities, measure risks and drive sustainable wealth accumulation.
Let us be your chief financial officer, optimising your debt and mortgage brokering needs, reducing costs and accessing capital when and where you need it.
Together we will source investment and acquisition opportunities to transform your self-employed business, accelerate growth and position you to realise value when your family is ready for the next challenge.
Utilise our portfolio technology, buying power and attention to detail to organise the administration of your affairs. Together with your Tax Agent and Legal Adviser let us administer your time-consuming distractions.
Building wealth does not come easy. We understand the time, dedication and personal sacrifices needed to achieve it. As an extension of your family, it is our mission to support your family in achieving generational wealth via quality, personalised financial advisory services, including investment management, estate planning, insurance and mortgage brokering and debt advice.
Make Cashel Family Office, your family office. We are here for the long run, willing to go the distance for you, helping to protect and grow your wealth with the platforms, partnerships and technology that support the unique needs of families like yours.
Cashel Family Office is Australia’s leading financial adviser to aspiring and affluent families. We tailor our financial advisory services and solutions to protect and grow your family’s wealth for generations to come.
With offices conveniently located in Sydney and Melbourne, we are the preferred choice for financial advisory services in Australia. Our team is also happy to meet wherever is convenient for you. Learn more about how our advisers can assist you by contacting 03 9209 9000.
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