Amphora Private Wealth

Amphora Private Wealth operates from its Melbourne office in Greater Melbourne. A private wealth advisory practice based on Collins Street in Melbourne and operated by Amphora Financial Services Pty Ltd. The firm connects investments in shares, ETFs and managed funds with superannuation, retirement preparation, personal insurance and estate planning.

The firm's advisory work considers the client's existing circumstances and objectives before recommending financial strategies. The relationship may extend beyond an initial meeting, with reviews to reflect changes in work, family commitments and future spending.

Estate planning considers assets, wills, beneficiary arrangements and powers of attorney together. Where legal documents are needed, financial advisers may coordinate with lawyers to align financial structures with family intentions.

Risk management considers the potential effects of illness, disability, death or interrupted earnings on household finances. Insurance, savings and outstanding debts can be reviewed together when assessing protection needs.

ETFs can provide exposure to different markets but still require consideration of fees, underlying assets and overlap with other holdings. Their suitability depends on the client's broader investment strategy.