What signate private wealth does

Signate Private Wealth is an Australian private wealth management and financial advisory firm headquartered in Brisbane with operations across Queensland (Varsity Lakes, Kirra, Brisbane CBD, Brisbane South, Mermaid Beach) and South Australia (Adelaide / Rose Park). The company provides holistic financial advice covering wealth building, retirement planning, insurance, superannuation, and estate planning, delivered through a "Personal CFO" model that assigns a dedicated adviser as a single point of contact across tax, insurance, superannuation, and investments. It targets high-net-worth individuals and families, business owners, pre-retirees/retirees, and young professionals starting their financial journey, with client testimonials indicating niche specialisations such as Qantas pilots and Qantas Superannuation scheme members.

The firm's core products are Holistic Financial Advice and the Personal CFO service, complemented by Signate Lending Services — a wholly-owned subsidiary providing mortgage broking, home loans, and investment property financing. The firm operates as an Authorised Representative of SGN Financial Pty Ltd (AFSL 490523), which provides the underlying regulatory licence; this structure avoids the capital and compliance burden of holding a direct AFSL. There is no proprietary technology platform described — the firm relies on adviser expertise, an extensive support team (paraplanners, client service managers, practice managers, risk and compliance), and content marketing (insights blog, social media) rather than a technology-led offering. Multiple advisers hold Certified Financial Planner designations, and several have been recognised on the Barron's Top 150 Financial Advisers list (2024, 2025) and Barron's Top 50 (2017), with one FAAA Rising Star Award finalist (2023).

The revenue model combines professional-services fees from financial advisory (fee-for-service, percentage-of-assets-under-management, or commission) with transaction fees from lending services. Go-to-market is high-touch and relationship-driven: in-person consultations across six physical offices, augmented by phone/video advisory. Customer acquisition leans on referrals, client testimonials, thought leadership content, and industry award recognition rather than digital self-serve channels. The business serves an estimated 80–100 staff supporting what is, by team size, a mid-sized Australian wealth advisory practice with cross-state geographic reach and an embedded lending capability that creates cross-sell across the client wallet.

Name

signate private wealth

Legal name

Signate Private Wealth

Website

https://signateprivate.com.au

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

11–50 employees

Short description

Signate Private Wealth is an Australian wealth advisory firm operating six offices across Queensland and South Australia, offering holistic financial advice, Personal CFO services, and lending solutions through its Signate Lending Services subsidiary to high-net-worth individuals, families, business owners, and professionals.

Ownership category

akta.pro rank

Product category

Wealth Management and Financial Advisory

NAICS

Portfolio Management and Investment Advice (523940), Mortgage and Nonmortgage Loan Brokers (522310)

SIC

Investment Advice (6282), Loan Brokers (6163)

akta.pro primary industry

Financial Planning–Led RIAs (FSAAACAB)

akta.pro secondary industries

Private Banking & UHNW Wealth Advisory (FSAEABAC), Private Banking Lending (Securities-Backed, Real Estate, Structured Credit) (FSABADAE)

Keywords

• Wealth management
• Financial advisory
• Retirement planning
• Mortgage broking
• Investment advice

Headquarters

HQ city

Lakes Creek

HQ country

Australia

HQ region

Oceania

Offices6 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure, Others

Revenue model

1. Financial Advisory Services: Fee-for-service or commission-based financial planning and wealth management advice for high-net-worth individuals, families, and business owners. Services include holistic financial advice, retirement planning, investment strategy, and insurance recommendations.
2. Lending Services: Home loans, investment property financing, and lending solutions through Signate Lending Services subsidiary.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Signate Private Wealth is a financial advisory firm that develops tailored step-by-step financial strategies for individuals and families, covering wealth building, retirement planning, insurance, and estate planning. The firm also operates Signate Lending Services, providing mortgage and finance broking solutions for home purchases, investment properties, and personal loans through a network of financiers. A signature 'Personal CFO' service provides high-net-worth clients with a dedicated adviser who coordinates all financial professionals and strategies across tax, insurance, superannuation, and investments.

Product overview

Signate Private Wealth operates as a financial advisory firm offering an integrated suite of services centered around holistic financial planning. The core offering combines personalised financial advice with lending services through Signate Lending Services, enabling clients to receive coordinated wealth management and mortgage solutions. Additional services include Personal CFO support for high-net-worth clients requiring comprehensive financial coordination.

Differentiator

Problem solved

Functional benefit

Brands

• Signate Lending Services: Lending and finance broking services operated under the Signate Group umbrella.

Products and services

• Holistic Financial Advice Tailored step-by-step financial strategies covering all aspects of a client's financial life, including wealth building, retirement planning, insurance, and estate planning. Targeted at individuals, families, business owners, and retirees seeking comprehensive coordinated financial advice.
• Personal CFO Service A dedicated Chief Financial Officer-level adviser who coordinates all financial professionals and strategies on behalf of high-net-worth clients, serving as a single point of contact for tax, insurance, superannuation, and investments. Targeted at HNW individuals, families, and business owners needing integrated financial management.
• Signate Lending Services Mortgage and lending services providing tailored finance solutions for home purchases, investment properties, and personal loans through a network of financiers. Delivered by finance brokers and lending specialists as a wholly-owned subsidiary of the Signate Group.

Named customers3 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• SGN Financial Pty LtdcoreOthersSignate Private Wealth operates as an Authorised Representative of SGN Financial Pty Ltd ABN 40 120 395 904, AFSL 490523. SGN Financial provides the regulatory authorisation and license for Signate to operate as a financial advice practice.

Scale indicators1 record

Recent moves7 records

Expansion highlights5 records

Direct peers

• Count Financial: Australian financial advice dealer group supporting a national network of aligned advice practices. Comparable as an Australian privately-aligned wealth advisory model serving HNW and mass-affluent clients with holistic planning services.
• Godfrey Pembroke: Boutique Australian financial advisory firm providing holistic, fee-based advice to professionals, business owners, and retirees. Comparable as a privately-held, multi-adviser wealth advisory with a similar mid-market HNW positioning.
• Morgans Financial: Privately-owned Australian wealth advisory, stockbroking, and corporate advisory firm with a strong Queensland footprint. Closely comparable given its Brisbane/Gold Coast presence, privately-held structure, and integrated wealth + lending/brokerage offering.
• Invest Blue: Australian wealth and investment management group built via acquisition of multiple boutique advice practices. Direct comparable given Signate's stated M&A strategy under Director David Murray and similar privately-held, multi-office wealth advisory positioning.
• Shaw and Partners: Privately-held Australian wealth management, stockbroking, and advice firm with national office network. Comparable as a privately-owned Australian firm combining wealth advice with adjacent lending/brokerage capabilities across multiple regions.
• Fortnum Financial Advisers: Mid-market Australian financial advice and wealth management group with multiple offices across Queensland, Victoria, and other states. Comparable as a privately-held, multi-office Australian wealth advisory serving HNW individuals and families with holistic advice.

Broad incumbents

• Insignia Financial (formerly IOOF): Large Australian wealth management group encompassing advice, platforms, superannuation, and asset management. Comparable as a broad incumbent in Australian private wealth, though operating at much larger scale and across multiple product lines.
• AMP Financial Advice: Australia's largest retail wealth platform and advice group, offering financial advice, superannuation, and investments to mass-affluent and HNW clients. Comparable as the dominant incumbent in the same advice category, but operating at significantly greater scale.
• Perpetual Private: Private wealth and asset management division of Perpetual Limited, providing advice and portfolio management to HNW Australian families and individuals. Comparable as an established Australian HNW wealth advisory, though part of a larger listed group.
• Australia Unity Wealth: Australian member-owned financial services group offering banking, wealth management, and advice. Comparable as a broader financial services incumbent serving HNW Australians with integrated wealth and lending products, though at significantly larger scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/signate-private-wealth

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about signate private wealth