QuarterFive

What QuarterFive does

QuarterFive Pty Ltd, trading as QuarterFive Family Wealth, is an Australian specialist family wealth advisory firm headquartered in East Melbourne, Victoria, founded in 2024 by Adam Morse (previously founder of BlueRock Private Wealth). The firm serves high-net-worth families, business owners, single and virtual family offices, emerging family offices, and wholesale/sophisticated investors across Australia, providing four integrated core services: Holistic Family Wealth Management (consolidating the full family balance sheet across entities, advisers, and asset classes), Wholesale Investment Advisory (institutional-grade investment policy design, asset allocation, manager selection, and performance oversight), Succession & Governance (a five-step framework covering estate planning, family charters, next-generation education, and wealth transfer), and Philanthropy & Giving (structured giving through ancillary funds and grant-making frameworks). The firm also offers a Managed Discretionary Account (MDA) service delivered in partnership with Mason Stevens Limited.

Operationally, QuarterFive is a privately held proprietary limited company (ABN 96 668 837 992) that is a Corporate Authorised Representative of Gatekeeper 77 Pty Ltd (AFSL No. 557074), enabling it to provide licensed personal financial advice under its own banner while remaining independent of product provider constraints. The team comprises roughly 10 members including a Managing Director, Investment Director, Directors covering Risk & Governance and legal-led succession work, a CFO, advisers, analysts, and client support staff, with experience drawn from JANA, Deloitte, BlueRock, and London-based global macro hedge funds. The go-to-market is high-touch enterprise field sales targeting HNW families at pivotal wealth moments, with no public pricing, fees quoted on engagement based on scope and complexity, and marketing concentrated on thought-leadership content, private briefings, and professional adviser referrals rather than broad digital campaigns. No revenue, AUM, funding, or customer concentration data is publicly disclosed.

Name

QuarterFive

Legal name

QuarterFive Pty Ltd

Website

https://quarterfive.com.au

Company type

Private

Founded year

2024

Operating status

Operating

Headcount range

1–10 employees

Short description

QuarterFive Family Wealth is an Australian specialist family wealth advisory firm, founded in 2024 and headquartered in East Melbourne, that provides holistic wealth management, investment advisory, succession planning, and philanthropy services to high-net-worth families, family offices, and sophisticated investors across Australia.

Ownership category

akta.pro rank

Product category

Family Wealth Advisory

NAICS

Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (52592)

SIC

Investment Advice (6282)

akta.pro primary industry

Family Office Advisory (Single/Multi-Family) (FSAEAAAI)

akta.pro secondary industries

Estate Planning, Trust Structuring & Governance (FSAAADAF), Family Office Services (Single & Multi-Family Office) (FSABADAF), Philanthropy & Foundations Advisory (Donor-Advised Funds, Endowments) (FSAAABAH), Family Office Trust & Fiduciary Services (FSAEAKAF)

Keywords

• Family wealth advisory
• Investment management services
• Succession planning
• Philanthropy advisory
• Family office services

Headquarters

HQ city

East Melbourne

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Financial Advisory Services: Professional advisory fees for comprehensive family wealth management, succession planning, investment advisory, and philanthropy services. Fees are outlined in an advisory process with phases, plus applicable GST, varying with scope and complexity.
2. Managed Discretionary Account (MDA) Services: Fees derived from recommending MDA services through Mason Stevens Limited partnership. The firm may receive compensation for facilitating smooth transactions through property advocacy partners.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels5 records

Core offering

QuarterFive is a specialist family wealth advisory firm that delivers four integrated core services — Holistic Family Wealth Management, Wholesale Investment Advisory, Succession & Governance, and Philanthropy & Giving — to high-net-worth families, business owners, and single/emerging/virtual family offices across Australia. The firm consolidates each client's entities, asset classes, and advisers into a single coordinated family balance sheet, designs investment policy and asset allocation, structures succession and governance for intergenerational wealth transfer, and supports philanthropy through ancillary funds and grant-making frameworks. A Managed Discretionary Account (MDA) service is offered in partnership with Mason Stevens Limited.

Product overview

QuarterFive is a specialist Family Wealth Advisory firm offering four integrated core services: Holistic Family Wealth Management, Wholesale Investment Advisory, Succession & Governance, and Philanthropy & Giving. The firm operates as a self-licensed AFSL holder and provides these services through a combination of in-house advisers and partnerships. The Holistic Family Wealth Management service acts as the central coordination point, consolidating the full family balance sheet across entities and advisers. The Wholesale Investment Advisory service provides institutional-grade investment access through a disciplined five-step framework. Succession & Governance guides families through estate planning and family governance structures. Philanthropy & Giving enables structured giving through ancillary funds and grant-making frameworks. Additionally, the firm offers a Managed Discretionary Account (MDA) Service through Mason Stevens Limited.

Differentiator

Problem solved

Functional benefit

Products and services

• Holistic Family Wealth Management Whole-of-wealth management service that consolidates every entity, asset class, and adviser into a single coordinated family balance sheet, including balance sheet consolidation, liquidity and cashflow management, strategic and financial planning, and consolidated reporting. Designed for high-net-worth families, business owners, and family offices seeking a coordinated single view of family wealth.
• Wholesale Investment Advisory Institutional-grade investment advisory service for wholesale and sophisticated investors, providing Investment Policy Statement design, strategic asset allocation and rebalancing, manager selection and due diligence, implementation across public and private markets, and ongoing performance oversight and reporting. Available as a standalone service independent of full family office engagement.
• Succession & Governance Succession planning and family governance service guiding families through a five-step framework (Discover, Structure, Govern, Prepare Next Generation, Transition) covering estate planning, trust and entity design, family charters, family councils, and next-generation education. For families preparing to carry legacy and wealth forward across generations.
• Philanthropy & Giving Structured philanthropy service helping families give with rigour, including giving strategy and values alignment, establishment of private and public ancillary funds, grant-making frameworks, impact measurement and reporting, and next-generation engagement. For families seeking to translate values into lasting structured impact.
• Managed Discretionary Account (MDA) Service Discretionary investment management service delivered in partnership with Mason Stevens Limited (ABN 91 141 447 207, AFSL 351578), providing delegated portfolio management with a bespoke investment mandate. Clients receive a separate Financial Services Guide issued by Mason Stevens along with an investment mandate outlining the arrangement.

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core.

• Gatekeeper 77 Pty LtdcoreStrategic or Co-development PartnerGatekeeper 77 Pty Ltd (ABN 70 675 484 287, AFSL No. 557074) is the Australian Financial Services Licence holder that QuarterFive operates under as a Corporate Authorised Representative (AFS Representative No. 1304568). Gatekeeper 77 is responsible for the financial services and advice provided through QuarterFive and must comply with Corporations Act obligations and licence conditions.
• Mason Stevens LimitedcoreTechnology or IntegrationMason Stevens Limited (ABN 91 141 447 207, AFSL 351578) provides Managed Discretionary Account (MDA) services. Gatekeeper 77 and its representatives are authorised to provide MDA services through Mason Stevens. If this service is appropriate for clients, they receive a separate Financial Services Guide issued by Mason Stevens along with an investment mandate outlining the arrangement.

Scale indicators1 record

Recent moves7 records

Expansion highlights4 records

Broad incumbents

• Macquarie Private Bank: Private banking arm of Macquarie Group offering wealth management, investment, lending and succession services to HNW Australians. Comparable client segment and broad service offering, but as part of a major ASX-listed bank.
• NAB Private Wealth: Private banking division of National Australia Bank providing investment, lending, succession and family advisory services to HNW clients. Comparable in serving HNW families with holistic wealth offerings, but operating within a major retail bank.
• BDO Private Wealth: Australian arm of global accounting network BDO, offering private wealth and family office advisory services alongside broader professional services. Comparable HNW/family office client base, but operates as part of a much broader portfolio.
• Perpetual Private: Wealth management division of ASX-listed Perpetual Limited, providing investment, estate and succession advice to HNW Australians. Comparable target market and integrated wealth offering, though backed by a large institutional platform.

Direct peers

• Stanford Brown: Australian privately-owned wealth advisory firm providing investment, superannuation, tax, and estate planning services to HNW clients. Comparable as a fee-based, advice-led boutique targeting the same sophisticated investor segment.
• Shadforth Financial Group: Large Australian independent financial advisory firm providing wealth management, investment, superannuation and aged-care advice to HNW clients. Comparable target market and integrated advisory model, though operating at much larger scale.
• BlueRock Private Wealth: Australian advisory, accounting and wealth firm offering private wealth services to HNW individuals, business owners and families. Directly comparable because it was founded by the same person (Adam Morse) and serves the same HNW/family office segment with a similar holistic advisory approach.
• Ord Minnett Private Wealth: Australian wealth and stockbroking advisory firm offering portfolio management, financial planning and wealth advisory to HNW clients. Comparable fee-based advisory model targeting sophisticated Australian investors.
• Pitcher Partners: Australian accounting and advisory network with a dedicated private wealth and family advisory practice serving HNW families and business owners. Comparable in offering coordinated wealth, tax and succession advice to family clients.
• Crestestone Wealth Management: Independent Australian multi-family office serving ultra-high-net-worth families with investment advisory, succession and governance services. Closely comparable as a family-office-focused advisory model serving HNW families across Australia.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/quarterfive

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

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 QuarterFive