Established 2011
Your wealth,
our & commitment.
Your Wealth, Our Commitment A boutique Perth wealth management and advisory firm with $2.1 billion under advice and 1,200 client relationships, many of which we have held for the better part of a decade.
By the numbers, FY26.
What we do
Six disciplines, one practice.
Wealth management, financial planning, lending, risk, advisory, and the special needs of mining executives whose remuneration packages don't fit a textbook. Every engagement begins with a conversation.
Delivered through a personal adviser relationship with quarterly review meetings, supported by our compliance and research teams.
Delivered through a personal adviser relationship with quarterly review meetings, supported by our compliance and research teams.
Delivered through a personal adviser relationship with quarterly review meetings, supported by our compliance and research teams.
Delivered through a personal adviser relationship with quarterly review meetings, supported by our compliance and research teams.
Delivered through a personal adviser relationship with quarterly review meetings, supported by our compliance and research teams.
Delivered through a personal adviser relationship with quarterly review meetings, supported by our compliance and research teams.
Where the firm stands
The compliance crossroads.
The Compliance Crossroads
Southern Cross built its reputation on personal relationships and trusted advice, but the regulatory environment is transforming financial services. New ASIC disclosure requirements, the ongoing impact of the Banking Royal Commission reforms, and proposed changes to adviser education standards are creating compliance costs that threaten the firm's boutique model. Meanwhile, younger clients are expecting digital-first experiences — robo-advice, app-based portfolio tracking, real-time reporting — that Southern Cross hasn't built yet. The firm must modernise without losing the personal touch that defines it.
Six matters before us:
- Compliance cost vs. boutique service model profitability
- Personal advice vs. digital-first client expectations
- Experienced advisers vs. new education standards
- Client data security vs. technology adoption
- Revenue concentration in mining-linked wealth
- Succession planning — ageing adviser workforce
If you would like to begin a conversation.
Our advisers meet new clients by introduction or referral. We do not run mass-market campaigns. If you believe our practice may suit your circumstances, write to us — we will respond personally within two business days.