Personal financial advice for a confident future.
Tailored strategic advice for individuals, families, retirees and business professionals. We help you build, protect and manage long-term wealth with clear recommendations shaped around your goals, objectives, circumstances and risk tolerance.
Advice built around you
At Innes Private Wealth, financial advice starts with a genuine understanding of your circumstances, goals, risk tolerance and stage of life. We build trusted, long-term relationships with individuals, families, retirees and professionals, providing clear guidance without a one-size-fits-all approach.
Our recommendations combine investment knowledge with practical, common-sense thinking. We explain your options clearly, provide tailored strategies and remain available with ongoing support, helping you make informed decisions with greater confidence and peace of mind.
Visit our Brisbane office at Level 6, 70 Eagle Street, Brisbane City, QLD 4000.
Phone 0419 223 777
email mick@innesprivatewealth.com
Financial advice built around your goals
Innes Private Wealth provides clear, personalised advice for individuals, families, retirees and busy professionals. We take time to understand your circumstances, objectives and risk tolerance, then develop practical strategies to help you build, protect and manage long-term wealth.
Investment strategy & portfolio construction
Develop a disciplined investment strategy and portfolio aligned with your objectives, timeframe and risk profile. Recommendations may include direct shares, fixed interest investments, managed funds, property funds, alternative investments and ETFs.
Superannuation & investment selection
Make informed decisions about your superannuation, investment options and managed funds. We help assess choices in the context of your broader financial plan and long-term priorities.
Retirement planning
Plan for a retirement that supports the lifestyle you want. Advice can cover building retirement savings, structuring investments and creating a sustainable strategy for drawing on your wealth.
Wealth creation
Turn your financial goals into a considered wealth creation plan. We combine strategic thinking with practical recommendations designed to support growth while reflecting your capacity and willingness to take risk.
Cash flow management
Gain a clearer view of your income, expenses, savings and commitments. Cash flow advice helps you make confident decisions today while keeping your longer-term financial objectives in focus.
Innes Private Wealth Approach
A Brisbane-based perspective
Based at Level 6, 70 Eagle Street, Brisbane City, Innes Private Wealth provides clear, strategic advice grounded in local relationships and a long-term view.
Advice built around you
We take time to understand your circumstances, financial and personal goals, objectives and risk tolerance, then shape practical recommendations around what matters most to you.
Planning for the years ahead
Whether you are building wealth, preparing for retirement or supporting family goals, we help turn important decisions into a confident, considered plan.
Confidence through every stage
Ongoing guidance can help you manage cash flow, protect your wealth and enjoy retirement with a strategy aligned to your changing needs.
Clarity in the details
From portfolio construction with listed investments, fixed interest investments, ETF's, managed funds, property funds, alternatives and other investment options, our advice is structured, transparent with liquidity and easy to follow.
Confidence through tailored advice
Client relationships are built on trust, clarity and a practical understanding of each person’s goals. Approved client stories will be added here as permissions are confirmed; in the meantime, discover how personalised advice can support your investment, retirement and wealth decisions.
Start a confidential conversation about your financial future
My Blog
A good day starts with a positive morning ritual, creating time to focus, plan and prepare for the day ahead. Equally important is taking a lunchtime walk to enjoy fresh air and sunshine, clear the mind and recharge. These simple daily habits can improve wellbeing, energy and overall work-life balance.
Why Morning Rituals Can Transform Your Day
