Cashel Family Office
Cashel Family Office is a privately held, AFSL-licensed Australian boutique wealth advisory firm in Melbourne and Sydney that delivers bundled family office services—financial planning, investment management, mortgage and insurance brokering, estate planning, and superannuation—to high-net-worth families and affluent professionals across Victoria and New South Wales.
- Company typePrivate
- Founded2008
- HeadquartersMelbourne, Australia
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Cashel Family Office does
Cashel Family Office (Australia) Pty Ltd is a privately held Australian boutique wealth advisory firm founded in 2008 and headquartered in Melbourne, with a second office in Sydney serving clients across Victoria and New South Wales. The firm operates under Australian Financial Services License and Australian Credit License No. 306803, held by the related entity Cashel Financial Services Pty Ltd, and is led by Chief Executive Officer Angus Mason. Its core offering is a bundled, holistic family office platform delivering financial planning, investment advice, debt and mortgage brokering, insurance advice, succession and estate planning, corporate finance advice, superannuation (including SMSF) and the in-house Cashel Super product.
Its investment engine is a proprietary Multi-Manager Alpha Strategy that allocates across a curated roster of institutional and boutique fund managers — including BNY Mellon, Morningstar, KPMG, Lloyds, Macquarie, OC, Acadian, AQR, Mercer, GQG Partners, Paradice, Arrowstreet, La Trobe, Yarra Capital, Alceon, Metrics, Royal London and Invesco — accessed through managed accounts administered on the Praemium and Hub24 investment platforms, with documented 3-year track records across Absolute Alpha (19.08% p.a.), High Growth (18.44% p.a.) and Balanced (15.97% p.a.) variants, before management costs. Clients can access portfolio information through a mobile application launched in 2023 on iOS and Android.
The firm runs a high-touch, relationship-based GTM model targeting affluent and aspiring families, professionals, tax and legal intermediaries, and charities, with no publicly disclosed fee schedule and revenue generated through recurring advisory and investment management fees under its AFSL. Ownership appears to be held internally by founders or management consistent with a boutique structure, with no external private equity or institutional investor disclosed.
Cashel Family Office firmographics
Firmographics- Name
- Cashel Family Office
- Legal name
- Cashel Family Office (Australia) Pty Ltd
- Website
- https://cashelfo.com
- Company type
- Private
- Founded year
- 2008
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Cashel Family Office is a privately held, AFSL-licensed Australian boutique wealth advisory firm in Melbourne and Sydney that delivers bundled family office services—financial planning, investment management, mortgage and insurance brokering, estate planning, and superannuation—to high-net-worth families and affluent professionals across Victoria and New South Wales.
- Ownership category
- akta.pro rank
Cashel Family Office industry classification
Industry- Product category
- Family Office Wealth Management Services
- NAICS
- Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592), Trusts, Estates, and Agency Accounts (525920)
- SIC
- Investment Advice (6282), Finance Services (6199)
- akta.pro primary industry
- Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC)
- akta.pro secondary industries
- Financial Planning–Led RIAs (FSAAACAB), Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), Philanthropy, Foundations & Grantmaking Advisory (FSAAADAG)
Keywords
Where Cashel Family Office is headquartered
LocationHeadquarters
- HQ city
- Melbourne
- HQ country
- Australia
- HQ region
- Oceania
Offices2 records
Markets served
Cashel Family Office business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Financial Advisory Fees: Fee-based financial advisory services for high-net-worth individuals and families covering investment management, financial planning, estate planning, insurance, and mortgage brokering. Services provided under Australian Financial Services License No. 306803.
- Investment Management: Multi-manager investment strategies with various risk profiles (Conservative, Balanced, High Growth, Absolute Alpha, High Yield) available through managed investment accounts. Management fees apply, with performance reports available monthly.
Go-to-market motion1 record
Distribution channels5 records
Marketing channels5 records
Cashel Family Office product offering
Product offeringCore offering
Cashel Family Office delivers comprehensive wealth management for high-net-worth individuals and families, providing personalised financial advisory services across investment management, financial planning, superannuation/SMSF advice, estate and succession planning, insurance brokering, mortgage brokering, and corporate finance advisory. Investment solutions are delivered through a proprietary Multi-Manager Alpha Strategy with multiple risk-profile variants, supported by Praemium and Hub24 platform infrastructure and a 2023-launched mobile application.
Product overview
Cashel Family Office offers a comprehensive suite of wealth management services designed for high-net-worth individuals, affluent families, and professionals in Australia. The core offering consists of Family Office Services as the primary umbrella product, supported by six specialized wealth service modules: Financial Planning, Investment Advice, Debt Advice and Mortgage Brokering, Insurance Advice, Succession and Estate Planning, and Corporate Finance Advice. Investment opportunities are delivered through Global Investment Options, the Multi-Manager Alpha Strategy (with multiple risk-profile variants including Balanced, High Yield, High Growth, Absolute Alpha, Conservative, and Balanced Conservative), and Superannuation and Investment Accounts including Cashel Super. The firm also provides a mobile application for iOS and Android. All services are accessible through investment platform partners Praemium and Hub24.
Differentiator
Problem solved
Functional benefit
Products and services
- Family Office Services Comprehensive family office services providing holistic wealth management for high-net-worth individuals and families, including investment management, estate planning, and integrated financial advisory through Cashel Family Office in Australia.
- Financial Planning Personalised financial planning service from Cashel Family Office, tailored to clients' lifestyle goals and long-term aspirations and adapted to different life stages for affluent Australian families and professionals.
- Investment Advice Investment management and advisory service leveraging global market expertise to capture opportunities, measure risks and drive sustainable wealth accumulation for Cashel Family Office's HNW clients.
- Debt Advice and Mortgage Brokering Debt optimisation and mortgage brokering service in which Cashel Family Office acts as a chief financial officer to reduce costs and access capital as needed for high-net-worth Australian clients.
- Insurance Advice Insurance advice and brokering service by Cashel Family Office providing guidance on insurance products to protect client wealth from unexpected life risks.
- Succession and Estate Planning Inheritance and estate planning service delivered by Cashel Family Office to ensure seamless wealth transfers and premium protection across family assets for future generations of HNW Australian clients.
- Corporate Finance Advice Corporate finance advisory service from Cashel Family Office, sourcing investment and acquisition opportunities to transform clients' self-employed businesses, accelerate growth and position them for value realisation.
- Global Investment Options Access to global investment opportunities and markets for diversified portfolio exposure, delivered through Cashel Family Office's curated partnerships with international fund managers including BNY Mellon and Morningstar.
- Multi-Manager Alpha Strategy Proprietary multi-manager investment strategy from Cashel Family Office that allocates portfolios across multiple underlying fund managers and asset classes using Cashel's fund selection process, targeting alpha outperformance; available variants include Conservative, Balanced Conservative, Balanced, High Growth, High Yield and Absolute Alpha.
- Superannuation and Investment Accounts Superannuation advice and account services from Cashel Family Office, including management of self-managed super funds (SMSF) and other superannuation structures, plus investment account options designed to optimise retirement outcomes.
- Cashel Super Cashel Super is a superannuation fund product offered by Cashel Family Office that allows members to consolidate superannuation accounts and access tailored investment options through the firm's platform partners.
- Cashel Family Office Mobile App Cashel Family Office's mobile application for iOS and Android devices, enabling clients to access their financial information and account management features through Cashel's branded app available on the Apple App Store and Google Play Store.
Quantifiable outcome
- Multi-Manager Absolute Alpha Strategy: 3-year return of 19.08% p.a. (before management costs), targeting CPI + 4% with volatility < 25%
- +2 more outcomes
Companies that use Cashel Family Office
Customer profileSegments4 records
Ideal customer profiles4 records
Cashel Family Office technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
Feature3 records
Cashel Family Office partnerships and signals
Strategic signalPartnerships
Eight partnerships are on record, tiered major and core.
- BNY MellonmajorGlobal investment management partner providing access to institutional-quality investment products and services. BNY Mellon is one of the world's largest financial institutions specializing in investment management and securities servicing.
- MorningstarmajorInvestment research and data provider partner supplying investment analysis, ratings, and portfolio management tools to support Cashel's investment decision-making processes.
- KPMGmajorProfessional services partner providing audit, tax, and advisory services. KPMG is one of the Big Four accounting firms supporting Cashel's compliance and advisory capabilities.
- LloydscoreBanking partner providing lending products, mortgage brokering services, and access to capital markets for Cashel's high-net-worth clients.
- MacquariecoreAustralian financial services partner providing investment banking, lending, and wealth management products and services integrated into Cashel's client solutions.
- PraemiumcorePlatform partner providing managed account technology and administration services. Praemium's platform is used by Cashel clients for portfolio management, reporting, and client login access.
- Hub24corePlatform partner providing investment platform and superannuation account management. Hub24 offers an alternative platform for Cashel clients to access managed account strategies.
- Fund Managers (OC, Acadian, AQR, Mercer, GQG Partners, Paradice, Arrowstreet, La Trobe, Yarra Capital, Alceon, Metrics, Royal London, Invesco)majorSelect group of boutique and institutional investment managers selected through Cashel's proprietary fund selection process. These managers provide alpha-generating investment strategies across various asset classes and sectors for the Multi-Manager Alpha Strategy.
Scale indicators1 record
Recent moves5 records
Expansion highlights4 records
Cashel Family Office competitors and assessment
Company assessmentDirect peers
- Shaw and Partners: Shaw and Partners is an Australian wealth advisory and investment firm providing financial planning, asset management, and stockbroking to affluent and HNW individuals. Comparable in scale and in serving affluent Australian households.
- Morgans Financial: Morgans Financial is one of Australia's largest privately owned full-service stockbroking and wealth advisory groups serving retail HNW clients. Comparable on integrated wealth advisory, multi-state Australian footprint, and HNW focus.
- JBWere: JBWere is Australia's leading domestic private wealth and family office firm, serving high-net-worth individuals and families with bespoke advisory, investment management, and multi-generational planning. Directly comparable to Cashel on customer segment (HNW families), service model (integrated wealth advisory), and Australian market focus.
- Perpetual Private: Perpetual Private is the wealth management division of Perpetual Limited, providing advisory, portfolio management, estate planning, and philanthropy services to HNW families. Comparable on full-service family-office-style offerings for Australian HNW families.
- Ord Minnett: Ord Minnett is an Australian private wealth management and stockbroking firm offering advice, portfolio management, superannuation, and estate planning to HNW clients. Closely comparable on boutique family-office-style service and HNW Australian clientele.
- Pitcher Partners Wealth: Pitcher Partners is an Australian accounting-led wealth and advisory firm with significant HNW financial planning, superannuation, and estate planning practices. Comparable on integrated wealth, super, and estate planning for affluent Australian clients.
- William Buck Wealth Advisers: William Buck is an Australian accounting and wealth advisory group providing financial planning, investment advice, and SMSF services across multiple states. Comparable on integrated HNW advisory across financial planning, SMSF, and investment management.
Broad incumbents
- IOOF/Insignia Financial Adviser Services: Insignia Financial (formerly IOOF) is a major Australian wealth manager with adviser, platform, and superannuation businesses serving HNW and mass-affluent clients. Comparable on Australian wealth advisory and superannuation, though at significantly larger scale than Cashel.
- Macquarie Private Wealth: Macquarie Private Wealth is the private wealth division of Macquarie Group, offering investment advice, portfolio management, and wealth structuring to HNW clients. Comparable on service scope and target client; notably also a Cashel distribution partner.
Emerging players
- Magellan Asset Management: Magellan is an Australian-listed global investment manager serving institutional and advised retail clients with multi-manager and concentrated portfolios. Tangentially comparable on multi-manager investment philosophy and Australian wealth channel, though Magellan is asset-management-led rather than advisory-led.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
Cashel Family Office social profiles
Digital presenceCashel Family Office compliance and trust
Trust signalCompliance3 records
Cashel Family Office financial estimates
Financial estimateRevenue estimate
Valuation estimate
Cashel Family Office leadership team
Management profileNumber of profiles
Profiles1 record
Cashel Family Office funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Cashel Family Office M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Cashel Family Office
What does Cashel Family Office do?
Cashel Family Office delivers comprehensive wealth management for high-net-worth individuals and families, providing personalised financial advisory services across investment management, financial planning, superannuation/SMSF advice, estate and succession planning, insurance brokering, mortgage brokering, and corporate finance advisory. Investment solutions are delivered through a proprietary Multi-Manager Alpha Strategy with multiple risk-profile variants, supported by Praemium and Hub24 platform infrastructure and a 2023-launched mobile application.
Is Cashel Family Office a public or private company?
Cashel Family Office is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Cashel Family Office founded?
Cashel Family Office was founded in 2008. It employs 11 to 50 people.
Where is Cashel Family Office based?
Cashel Family Office is headquartered in Melbourne, Australia, in the Oceania region.
How does Cashel Family Office make money?
Two revenue lines are on record. Financial Advisory Fees are the primary driver. The others are investment Management.
Who are Cashel Family Office's main competitors?
Direct peers on record are Shaw and Partners, Morgans Financial, JBWere, Perpetual Private, Ord Minnett, Pitcher Partners Wealth and William Buck Wealth Advisers. Broad incumbents are IOOF/Insignia Financial Adviser Services and Macquarie Private Wealth. Magellan Asset Management is listed as an emerging player.
Does Cashel Family Office have an API?
No public API is recorded for Cashel Family Office.
What industry is Cashel Family Office in?
Cashel Family Office's product category is Family Office Wealth Management Services. Its primary akta.pro industry code is FSAAADAC, Family Office Advisory & Outsourced CIO (OCIO), with a secondary code of FSAAACAB, Financial Planning–Led RIAs. Its NAICS code is 523940 and its SIC code is 6282.