Professional Wealth provides niche consulting services to institutions and advisory groups to deepen their understanding of industry trends, investment management and client needs.

We uniquely bring an integrated high level "30,000 foot" strategic and “coal face” client perspective. We can also provide proprietary research about the wealthy from our Wealth benchmarks and ultra long term investing research projects.

Recent engagements have included:

• Presentation to a leading fund manager's Executive team and Board about trends in advisory and consumer markets
• Designing and facilitating a three year, quarterly professional program for independently-owned advisory practices across Australia
• Modeling retirement through 130 years of local and International economic history to support a new product launch
• Sharing proprietary benchmarks about the finances of wealthy Australians
• Facilitating a strategic offsite retreat
• Review of a market entry business plan
• Teleconference briefings to global institutions 

Doug Turek was the Asia/Pacific expert in funds management and insurance for The Boston Consulting Group where he worked for six years

Please contact us if we can help