Tailored
Financial Solutions Qualified and Personal
Guidance for Financial Security Client-Centred Approach Retirement Superannuation

About Us

Privest Wealth is based in Chatswood, in Sydney’s North Shore. We are focussed on helping our clients achieve their financial goals and secure their future. With a wealth of experience in Investment, Insurance, and Retirement solutions, we are here to guide you through every stage of your financial journey.

Why we exist

We recognise that every client’s financial journey is unique. That’s why we tailor our services to align with your goals, circumstances, and aspirations. Our purpose is to help you confidently navigate financial decisions—whether you’re planning for retirement, protecting your assets with comprehensive insurance, or building a long-term investment strategy.

By leveraging the latest research and financial insights, we provide life-changing professional guidance to give you peace of mind and lasting financial security. Your future is our focus.

Who we help

Our mission is to empower you with the knowledge and tools to make informed decisions, ensuring a prosperous future for you and your loved ones. At Privest Wealth, your success is our priority, and we are dedicated to building long-lasting relationships based on trust, integrity, and excellence.

Let us partner with you to create a financial future that you can confidently look forward to.

Investment

Investment Philosophy

Privest Wealth’s investment philosophy focuses on intrinsic value and long-term growth; we avoid emotional reactions to market behaviour. We conduct proactive market analysis and prioritise strategic investments. We monitor performance continually and recommend asset rebalances when market conditions necessitate a change of direction.

Our approach is built on thorough analysis in selecting the investments we recommend and understanding what we own. We resist herd mentality and falling into investment traps, and we are happy to be selectively contrarian when it makes sense. We emphasise diversification and construct portfolios with reduced market correlation to reduce volatility. We try to avoid excessive complexity while ensuring efficiency and liquidity in the investments we recommend.

We focus on quality investments, and we can select them via thorough research, which is at the core of our investment strategy. This ensures that every investment we recommend meets our quality standards before we recommend it to our clients.

Our people

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Igal Prigan

Practice Principal & Financial Adviser

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Liang Hong

Research Analyst & Paraplanner

Our Advice

At Privest Wealth, we provide expert financial guidance to help you secure your future with confidence. Whether you're looking to grow your investments, optimise your superannuation, protect your assets with insurance, or plan for a fulfilling retirement, we offer personalised strategies to align with your financial goals.

At Privest Wealth, we simplify financial complexities so you can focus on what matters most—your future.

Investment

Investment

Investing is a powerful tool to help you grow your wealth and achieve your long-term financial goals. Whether you're saving for retirement, planning for your children's education...

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Superannuation

Superannuation

Superannuation, or "super," is Australia's cornerstone of retirement planning. It's a government-supported way to save for your future, ensuring you have the financial resources...

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Insurance

Insurance

Insurance is a critical component of a comprehensive financial plan, providing protection and peace of mind for you and your loved ones. Whether it's life insurance, income protection...

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Retirement

Retirement

Retirement is a significant life milestone, marking the transition from work to a new chapter of freedom and fulfilment. Planning for retirement is about more than just saving money...

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