Private Wealth
Comprehensive solutions, from beginning to end
As information and opportunities flow between countries in Asia Pacific and the rest of the world, there is a greater need for informed and knowledgeable wealth advice with a global perspective. At Oreana Private Wealth we take that journey with our clients, ensuring their current needs and future aspirations are well planned for.
You are our focus
No matter what stage in life you are at, our advisors serve each of our clients by being attentive and working to understand their individual needs. We are focused on enhancing our clients’ current financial situation and planning to meet their future objectives, as well as delivering market leading investment choices.
Young professionals
With so many things to explore in life, we’ve got you covered and help you plan bigger.
Families
Just married? Planning to have children? Leave your financial hassles to us and enjoy life.
Retirees
Retirement is just the beginning of your second life. Let us help you make it even better.
Expatriates
While you are adventuring abroad, we can help you maximise your financial benefits.
What our clients say
Michael
Private Wealth client since 2005
When I moved to Hong Kong I needed to find someone locally that could advise me on expat issues and manage my financial affairs; an autonomous firm with a strong advisory team that had my best interests at heart. I felt from the outset I was in good hands, and I’ve been with the team that is now Orean Private Wealth for over ten years.
Christine
Private Wealth client since 2003
As a UK expat since 1998, I have been using the services of Oreana Financial for nearly 20 years now. They have always managed my investments and kept them sake through three global recessions. Since the launch of Oreana Portfolio Advisory, my investments have been growing at an even better rate. I will be retiring soon and I am happy to leave the Oreana Advisory Group in charge, under the excellent management of Dr. Isaac Poole. In this way I can manage enough income to live on after giving up work. they have good ideas for special alternative investment products, tailor made for people approaching retirement like me.
Our Services
Financial Advice & Planning
Failing to plan is planning to fail. When it comes to important life goals, making a wish list is just the first step. You need professional advice to turn your aspirations into reality.
Private Wealth Management
Today’s financial landscape won’t be the same tomorrow. How do you make investment choices with the right balance between your current objectives and future realities?
Portfolio Management
You may have clear goals, but how do you get there? You need someone capable and understands you well enough to be your trusted partner through your investment journey.
Specialist Expatriate Services
The prospect of an expatriate posting can be very exciting. At the same time, it can also be very daunting, especially when it comes to your financial arrangements. We can help.
What sets us apart
Proven in-house expertise
Our team of advisors work closely with our research and investment experts. Together we provide you with advice strategies that are based on a wealth of knowledge and capability.
Our due diligence is thorough. We are methodical in the scrutiny we apply to our recommendations and strategies.
Professional and personal approach
Our advisors are supported by access to market-leading research, investment services and wealth management solutions to deliver the best possible service and options for you.
Committed to professional development through ongoing education and training, our experienced advisors are also open, practical, responsive and approachable at every level.
Dedicated research and technical support
Working closely with a range of best-in-class global research providers, we ensure our advisors maintain a high-level understanding of legislation and investment markets.
Our expertise and research strength underpin our recommendations, enabling us to construct investment portfolios that deliver on your objectives over the long term.
Strategy and modelling
Our advisors can assist you with strategic advice and financial modelling which help you compare your current financial situation with the outcomes that can be achieved.
Through insightful and strategic financial advice, we can help you achieve your financial goals at every stage of your life and plan for your retirement.
An extensive range of investments
We offer you access to an extensive range of investments that have been researched, approved and are regularly monitored to ensure they remain relevant for your needs.
We apply discipline and rigour in our analysis of markets, aiming to connect you with only the best products and services that are in your best interests and are fairly priced.
Our Team
Our Community
Insights
Read our latest insights to help you make better investment decisions and build stronger portfolios.
Melbourne
Level 17, 627 Chapel Street, South Yarra, Melbourne, Victoria, 3141
Australia
T +61 3 9804 7113
F +61 3 9804 8377
Please email your request to
info@oreanafinancial.com
Sydney
Level 3, 31 Alfred Street,
Sydney, NSW 2000
Australia
T +61 3 9804 7113
F +61 3 9804 8377
Please email your request to
info@oreanafinancial.com
Hong Kong
Suite 1002, 10th Floor
Cambridge House, Taikoo Place
979 King’s Road, Quarry Bay, Hong Kong
T +852 3185 0200
F +852 2110 0736
Please email your request to
info@oreanafinancial.com
A Licensed Financial Firm
In Hong Kong we are licensed by the Securities and Futures Commission (license no. AHX191), the Insurance Authority (license no. FB1443) and the Mandatory Provident Fund Authority (license no. IC000563).
In Australia we are licensed by the Australian Securities and Investments Commission (AFSL No: 482234, ABN 91 607 515 122).