Linea Private Wealth

Description:
Linea Private Wealth is a Melbourne-based private wealth management firm helping individuals, professionals, and families create, protect, and pass on their wealth with purpose. Located in Toorak, we offer personalised private wealth services including investment strategy, retirement planning, estate and succession planning, and intergenerational wealth management. Our integrity-led, values-driven approach ensures advice is always in your best interests. As a privately owned firm specialising in private wealth management in Melbourne, we align your financial success with your legacy — across every generation. lineaprivatewealth.com.au

List of Services:
Wealth Management
Investment Advice
Retirement Planning
Intergenerational Wealth
Financial Advice

Number of Employees:
9

Business Hours:
Mon: 09:00 - 17:00
Tue: 09:00 - 17:00
Wed: 09:00 - 17:00
Thu: 09:00 - 17:00
Fri: 09:00 - 17:00
Sat: Closed
Sun: Closed

For more information, please contact us with the details below:

Contact Telephone:
+61 3 9970 1600

Contact Email:
[email protected]