Generational wealth management that brings

Clarity, confidence and control.

NOW, AND FOR THE GENERATIONS THAT FOLLOW. ENQUIRE.

AT OREANA ADVICE PARTNERS

We provide financial leadership and peace of mind for successful individuals and families, creating enduring wealth and lasting financial security across generations.

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You’re here because someone you trust, trusts us.

You may already be supported by a number of financial professionals, yet still lack the confidence that comes from knowing every aspect of your financial life is working together towards a clear and purposeful future.

What you don’t have is someone to hold it all together. 

Someone who sees the entire picture, gives you honest advice, coordinates the people around them, and takes the lead on the decisions that shape a family's wealth for decades.

That’s our role.

MEET YOUR LEAD ADVISOR

What success feels like

  • Clarity

    Your financial life, simplified and seen whole. No loose ends, no gaps between advisers, no decisions made in isolation.

  • Confidence

    Values-aligned decisions, made with the full picture in view. Confidence built on candour, not comfort.

  • Control

    A clear sense of where you are heading and the certainty that you will get there.

Expert Review

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Everything you require, coordinated under one roof.

  • A beige bullseye target with concentric circles, centered on a white background.

    Retirement and lifestyle planning

  • A circular pattern of gold dotted lines radiating from a central point on a black background, creating a starburst or sunburst effect.

    Significant event planning

  • Abstract design with golden lines forming a circular, oval, or torus shape on a white background.

    Inheritance and wealth transfer

  • Concentric circular patterns with beige dashed lines on a black background, creating a tunnel-like visual effect.

    Liquidity and business sale advice

  • Gold and black circular loading or progress indicator on a black background.

    Legislative change and strategy

  • Gold concentric circles and geometric patterns on a black background

    Family office services

OUR SERVICES

Most clients come to us with their wealth spread across separate advisers and separate decisions. We align it, taking the lead across every area that shapes a family's financial life.

Some clients need all of it. 

Most need a few.

Every client gets a partner who sees how it fits together.

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Your Lead Advisor

  • Advising through every market cycle since 1994

  • Multi-Generational Client Relationships

  • Supporting 300 family groups

  • 120+ years combined financial experience

With Oreana, you’ll have a trusted partner who can translate wealth into freedom, confidence and opportunity across generations.

Behind that partner sits a team of specialists in their own field, with more than 120 years of combined experience across investment, structuring, succession and protection.

MEET THE TEAM

What makes us different

We take the lead.

We take a lead adviser role to help consolidate and simplify your finances, coordinating all the various experts so that everyone is held accountable (including you) to enable you to live your ideal life.

We keep our practice small.

We deliberately limit the number of families we work with. It's the only way to deliver the depth of attention this work demands.

We earn trust the slow way.

We have grown through results and relationships, not advertising. Many of our clients have been with us for well over a decade.

We tell you the truth.

You won't always hear what you'd like to. You will always hear what you need to. Confidence, in our experience, is built on candour.

We only take on clients we can significantly help.

We limit our practice to successful individuals and families for whom we can make a significant impact well above the fees we charge. We know this is the basis for building long term client relationships.

'I wish I'd had this conversation

10 years ago.'

This is the most common thing we hear from new clients. If you’d like advice from our lead advisors, let’s talk. It does not cost or commit you to anything.

REQUEST A SECOND OPINION

  • "When they say to you 'it's going to be a rocky period,' and then follow it with 'we think in a year's time it will recover,' and then in a year's time it does, there is immense trust."

    — Ben, client of seven years

  • “The team are easy to contact, know their clients personally, and always respond in a timely manner with helpful assistance, guidance and advice. I take great comfort in Oreana providing me support in a complex and fast-moving investment environment.”

    — Brian, Retired Public Company CEO

  • "We greatly appreciate Oreana's ongoing assistance. They are always a pleasure to work with and their guidance has been faultless."

    — BRW Young Rich Lister

  • “The level of service and the meticulous follow up is exceptional. The comprehensive nature of the service proposition and the attention to all aspects of my wealth strategy means that nothing slips by. The people are fantastic and l feel l am well looked after. I’m very confident about my future and would highly recommend Oreana to any of my friends or colleagues”.

    — Chris, Anaesthetist

  • “Before teaming up with Oreana, our financial affairs were ad hoc and we were not sure whether we could, or should, make decisions about significant financial matters. Our relationship with Oreana has armed us with the knowledge and confidence to make those decisions and has allowed us to streamline our financial affairs and improve our financial position.”

    — SC, Barrister

  • “Through a great deal of turmoil and major shifts in the financial markets, Oreana has guided us in a very considered and professional way. Their deep understanding of what is happening in both domestic and international markets gives us a great deal of trust in their judgement, and in our review meetings they lay out a clear and understandable plan for our future.”

    — Robert, retired public company CEO

  • “Lachlan St Clair and his team have been our Financial Advisers for more than 20 years. They are consistently personable, diligent and attentive in providing a comprehensive and responsive financial management service.”

    — Paul, Architect

  • "Being a client for more than 10 years ,I have had access to the knowledge, qualified experience and great service Lachlan and his team have always provided which leaves me very comfortable and reassured that my welfare and ‘wealth fare’ is in the best hands possible keeping me updated and informed constantly in this ever changing world market."

    —Jan, Designer / Actor

Clarity, confidence and control.

Specialist advice for life's defining moments.

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