Pecunia Private Wealth Management

We are a boutique advisory and wealth management firm specialising in wealth creation, strategic financial advice, portfolio management & SMSF Advice.

PECUNIA Private Wealth Management is a boutique advisory and wealth management firm specialising in estate planning, wealth preservation, financial management strategies and investment management.

Our clients are typically business owners, business leaders, successful individuals, trustees of Self-Managed Superannuation Funds.

Michael provides these services to clients on the Mid North Coast stretching Forster to Yamba. Through PECUNIA Private Wealth Management’s network of other professional service providers Michael also consults to select clients in the Far North Coast region of New South Wales, South East Queensland, Brisbane, Sydney, Canberra and Melbourne whilst also having a number of expat clients located overseas.

Michael Carlton has over 24 years’ experience in the Financial Services Industry, specialising in Investment Portfolio Management, Wealth Creation, Superannuation and Retirement Planning, Self - Managed Superannuation and Aged Care Advice.