Welcome to Private Wealth

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Comprehensive solutions, from beginning to end

Today’s financial landscape won’t be the same tomorrow.

As information and opportunities flow between Asia and Australia with increasing freedom, there is a greater need for informed and knowledgeable 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.

We specialise in delivering expert financial planning and investment solutions for local and expatriate clients.

Our advisors serve each of our clients by being attentive and working to understand their individual needs. We are focused on finding a balance between a client’s current financial situation and future objectives, and delivering appropriate investment choices.

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 independent firm with a strong advisory team that had my best interests at heart. I felt from the outset that I was in good hands, and I’ve been with the team that is now Oreana Private Wealth for over ten years.

Michael. Private Wealth client since 2005.

OUR KEY AREAS OF DISTINCTION

WE ARE REGIONAL

EXPERTS

We continually strive to be the best in our field by bridging the opportunities

between Asia and Australia. With

expert teams on the ground in both

regions, we are sharp, efficient, and aligned to

our clients’ values and expectations;

attuned to the opportunities

and challenges in transacting

between jurisdictions.

The best partnerships aren’t dependent

on a mere common goal but on a shared

path of equality, desire, and no small

amount of passion.

Sarah MacLean, USA. Author.

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What sets us apart

Proven In-house Expertise

Our team of advisors work closely with

our research and investment experts, so

together we can provide our clients’ 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 experienced advisors are supported

by having access to market leading

research, investment services and wealth

management solutions, which combines

to deliver the best possible service and

options for our clients. Our advisors

are open, practical, responsive, and

approachable at every level.

Our team is also committed to professional

development through ongoing education and

training.

Research and Technical Support

A highly regarded research and technical

support team is dedicated to ensuring our

advisors maintain a high level understanding

of legislation and investment markets. Our

in-house research team also works closely

with National Australia Bank who provide

additional technical and research support.

It is this expertise and research strength

that underpins our recommendations.

It enables us to construct investment

portfolios to deliver on client objectives

over the long-term.

OUR KEY AREAS OF DISTINCTION

OUR CLIENT COMMITMENT

We put our clients at the centre of everything

we do. With an entrepreneurial

and nimble spirit, grounded by

robust processes and rigorous research, we

are committed to acting in our

clients’ best interests and being

with them every step of the way.

Strategy and Modelling

Our advisors can assist you with strategic advice and financial modelling to help you compare your current financial situation with the outcomes that can be achieved through strategic financial advice – advice that can help you achieve your financial goals and plan for your retirement over time.

An Extensive Range of Investments

We offer clients access to an extensive range of investments that have been researched, approved and are regularly monitored. We aim to connect our clients with only the best products and services that are in their best interests and are fairly priced. We apply discipline and rigour in our analysis of markets, and with global access to traditional and non-traditional investment products, we can provide our clients with a wide spectrum of choices depending on their needs.

In summary, Oreana Private Wealth provides a solution for clients who want:

• More control in managing risk and exposure to specific investment ideas, themes and strategies

• Access to a broader range of investments

• Creation of more sophisticated and bespoke portfolios

• Asset allocation expertise

• Investment opportunities and solutions that are not available elsewhere.

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Our services

At the beginning of our journey with you, we will take the time to get to know you, your unique needs and goals to gain a thorough understanding of your current financial situation. This will involve helping you to understand your attitude to risk and to assist in developing your objectives. This may cover many areas, some of which may include:

• Your future retirement funding needs

• Strategies for building wealth for your family’s future

• Saving for your children’s education

• Restructuring and consolidating your finances

• Managing your cash-flow and budget

• Insuring your family against personal risks

• Protecting your assets through trusts

• Issues and strategies for expatriates

• Estate planning and charitable giving.

From here, our advice and research teams work together to design a financial plan to help build, protect and manage your wealth. This plan will step you through the strategies designed to maximise your current position and guide you through the investment options available to assist you in achieving your financial goals.

After a thorough client consultation process and discussion of the financial plan, we implement the advice we have provided in accordance with your specific requirements. This may also include referrals to other professional services such as legal and accounting.

The key to the long-term success of your financial plan is ongoing management. We commit to working with you over time to adapt your plan as your priorities shift and help you realise your goals along the way.

OUR KEY AREAS OF DISTINCTION

DELIVERING THE BEST OUTCOMES

We are driven to do things the best way. If the

best way involves challenging

industry norms, or forging new

links with expert partners, or going above and beyond

– that’s what we do. We prize the entrepreneurial

spirit, independence and agility that

allow us to pursue opportunities to their conclusion and deliver high

quality outcomes for our clients.

Your plan will show you how we as your trusted partner will monitor, review and safeguard your future, ensuring changes in the economy, legislation and your personal circumstances are considered and adjustments made where needed.

Investment Solutions

We provide our clients with access to a diverse selection of investment options through a number of different product structures. Your advisor will discuss these investment options with you and provide recommendations that are suitable to your financial objectives and risk appetite.

Wealth Protection

A critical part of ensuring the success of any plan is putting strategies in place to protect your income and assets should any unforeseen circumstances arise. Whether you are protecting your family or lifestyle for the first time, or updating your insurance needs, we will help with personal insurance to cover a variety of circumstances from loss of income, critical illness, total and permanent disability to premature death.

Retirement Planning

We offer a complete range of services to assist clients plan for their retirement. We can ensure our clients have a clear pathway to a comfortable and care-free retirement through savings strategies, and a range of retirement schemes.

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Estate Planning

Providing for the next generation requires careful planning. Our advisors will assess your estate planning needs and may refer you to specialist partners as part of your financial plan. This advice may be in the areas of trust establishment, succession planning, Will preparation, establishing a Power of Attorney and the responsible planning and management of your estate.

Specialist Expatriate Services

If you are on an expatriate assignment in Asia, you may experience a significant change in your tax and financial position. There can be numerous benefits such as lower taxes or increased remuneration. If you are interested in maximising the financial benefits of your employment, then our advisors have the experience to help you enhance your wealth whilst overseas, along with access to other specialist advisors such as expatriate tax advisors.

OUR KEY AREAS OF DISTINCTION

INDEPENDENT, FULL SERVICE CAPABILITY

Being independent and not tied to

any one service provider or

financial institution means we work for our clients, not for

a multi-national parent. While

we have a strong alliance to the

National Australia Bank – one of

our region’s most prominent financial

institutions – our clients

benefit from our independent

perspective. This independence affords us the ability to act in

our clients’ best interests, at

the same time providing us the opportunity to

tap into the best partners in our

broader networks.

A journey for life… Oreana Private Wealth’s team of

professionals can guide you every step of the way.

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Oreana Financial Services is a diversified financial services firm with expertise in financial advice, asset management and property selection services across Asia and Australia.

While our name has changed over time, Oreana Private Wealth has a 13-year history, having been established in Hong Kong since August 2002. Many of our team members have been with us since our beginnings, maintaining service continuity in our client relationships and building a strong track record of performance.

It is this continuity of service and performance that has awarded us a reputation in managing wealth between Asia and Australia, and cemented our relationships with larger institutions across both regions.

Oreana Financial Services is part of the Oreana group of companies, which is privately owned and independent.

» For more information about Oreana Financial Services and its asset management and property investment selection services, please visit oreanafinancial.comOUR KEY AREAS OF

DISTINCTION

SECURITY IS PARAMOUNT

We ensure our clients’

investments have a secure foundation.

This means the investment platforms,

products and management of

these investments are accessed

through reputable organisations such

as the National Australia Bank Group which has extensive resources and

industry strength.Our clients can

have confidence knowing they are

being looked after in every way.

Oreana Private Wealth. A part of Oreana Financial Services.

What you do today can improve all your

tomorrows.

Ralph Marston, USA. Author.

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Hong Kong

Oreana Financial Services Limited SFC CE No. AHX191

6601B Level 66 International Commerce Centre 1 Austin Road West Kowloon, Hong Kong

T +852 3185 0200F +852 2110 0736E info@oreanafinancial.com

Melbourne

Oreana Financial Services Pty Ltd AFSL No. 482234 ABN 91 607 515 122

Level 7, 484 St Kilda Road Melbourne, Victoria 3004 Australia

T +61 3 9804 7113E info@oreanafinancial.com

Because protecting our clients’ privacy is important to us, this brochure portrays some of our clients using photographs of actors.

Visit oreanafinancial.com