A truly independent and integrated approach to wealth

Our expert team sits on your side of the table to guide and advise on the creation and preservation of wealth, creating a sustainable future for families, for businesses and for-purpose organisations.

Who We Are

We are a modern investment and advisory business

We believe the management of wealth goes well beyond investment returns. At Sayers, we combine the personal touch of a private office with the capability and breadth of global investment and consulting firms.

The key focus of Sayers Wealth is to service the wealth management needs of families and for-purpose organisations. We advise across wealth, family, business, social impact and philanthropy. This includes access to investment and corporate advisory solutions for family businesses and social enterprises.

Relationships at the heart of everything we do; our team of trusted, collaborative and expert advisers work with, and alongside, you to help with your decision making. With a focus on accountability and financial stewardship – for now and the future – we genuinely care about getting things just right for you.

At Sayers, we think differently about supporting your wealth journey. We sit on your side of the table and partner with best-in-class expertise to build your tailored solution. Capital preservation and investment returns are critical, but so is understanding your goals and purpose in designing the strategy which is best for your family.

James Wright

CEO & CIO, Wealth

What We Do

On your side, guiding the way.

Our talented and dedicated advisers, in collaboration with our global and domestic strategic partners, deliver a coordinated, integrated and personalised service. We assemble a team of experts that have the freedom to not just provide independent and unbiased advice, but the right advice, when you need it.

The primary focus of Sayers Wealth is to make the complex simple and provide an ecosystem of solutions that meet all your wealth needs and achieve your goals and objectives, including:

  • Greater access to private markets and global investment opportunities
  • Family advisory services that aim to align family capital with financial capital
  • Strategic business advisory services for privately owned enterprises
  • Design, structure and management of philanthropic funds and social impact investment strategies that deliver financial and social goals
  • Using the latest in technology to create a more engaging experience that brings wealth owners and their network of advisers closer together

Wealth planning and management

A whole-of-wealth approach that’s coordinated, integrated and personal

Family office and advisory

A service and strategy created for each individual family

Business and corporate advisory

Sustaining and enhancing the family enterprise

Philanthropic and social impact

Strategies and investments to make a difference

Why We're Different

Unlocking the potential of your wealth

We are driven to do everything possible to sustain and enhance your wealth potential. We sit on your side of the table, to listen and interpret your needs, to offer independent, unbiased and expert advice that delivers on your purpose, no matter where you are on your wealth journey.  By understanding what’s truly important to you, we solve problems, build bespoke solutions, and find opportunities that are just right for you.

A distinctly different wealth offering, we provide you with access to a range of advisory services, drawing on unique insights from specialists, both locally and across the globe, plus the provision of unique lending, private equity and co-investment opportunities. We guide and advise with integrity and purpose, we simplify the complex, and we find the right opportunities to deliver on your goals – now and into the future.

Platforms & Technology

Get the complete picture with real-time access and insights

Sayers offers a personalised whole-of-wealth view that delivers a unique combination of real-time access and insights to allow you to stay connected to your wealth in the way you want.

Taking A Broader Perspective

A Whole Wealth View

Leveraging technology, we deliver a personalised service which includes a holistic balance sheet and offers the convenience of communicating with your adviser via the app. You can also:

  • Interact and collaborate seamlessly with trusted advisers
  • Keep documents secure in a document vault
  • Review and accept recommendations with the click of a button

Adding Investment Value

Investment Portfolio View

Our dedicated investment portal allows you to engage with your portfolio in real-time. You can use this portal to:

  • Continuously track your progress towards your goals
  • Manage and report on your bespoke portfolio
  • Ensure your investment preferences are preserved




Sayers presented an opportunity to build a business from the ground-up surrounded by exceptionally talented and experienced people who share an innovative and entrepreneurial mindset.