Unlike a bank or a fund manager, AD Wealth has always been privately owned, operating as an authorised representative of Principal Partners (Vic) Pty Ltd and under their Australian Financial Services License which they have held since 2003, ensuring that our recommendations are in the best interests of our clients.

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We specialise in delivering portfolio management that blends both traditional asset management with unique specialised property investing.  The blend of these two styles aims to achieve greater diversification, lower overall volatility, and deliver portfolio out-performance in the long term.

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This service complements AD Partners Accountants by offering clients access to wealth and asset management services such as; wealth accumulation strategies, insurance, self-managed super funds, and estate planning as well as exclusive access to specialised property investments.

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Our portfolio is described as a portfolio of directly held investments with a professionally managed asset allocation, set by an independent investment committee. The portfolio offering allows us to manage your portfolio at our limited discretion, based on an individually defined investment strategy, with you retaining beneficial ownership of the investment.

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We have an active rules-based approach to portfolio management with comprehensive reporting and correspondence with our clients about their investments.

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Our Independent & External Investment Committee comprises five individuals from a range of different organisational backgrounds, all of which have specific skills leveraged to support the management and delivery of the portfolio charter on behalf of our clients

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AD Wealth also specialises in the procurement, management, and delivery of specialised property investments and work with our clients to match their individual goals, risk tolerance, capital reserves, and liquidity needs to the right project. We have successfully delivered outcomes in this space for over 17 years now, collaborating with a number of key parties to provide our clients specialised investment opportunities.