Eaglestone

Eaglestone delivers wealth management and investment services from Sydney. Eaglestone Group provides family-office, private wealth, fund management, property asset management, lending and property services from Sydney CBD. The process is organised into needs assessment, information preparation, delivery and follow-up so clients can understand what is required at each stage.

Wealth-management work begins with asset structure, investment objectives, risk tolerance, liquidity needs and time horizon before allocation, funds, portfolios or family-office services are discussed. Financial products can differ in risk, fees, liquidity and client eligibility, so formal investment decisions should be considered against the relevant disclosure documents and the client's circumstances.

Clients can begin with asset structure, investment objectives, risk tolerance and family requirements before discussing allocation, managed funds, property assets or other wealth-management components appropriate to their client category.

Mandarin-speaking clients can discuss key concepts and document requirements in Chinese as well as English.