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Key facts
Counted staff
3
self-reported 2–10 band
Founded
2015
11 years
Legal entities
None matched
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
Description
PECUNIA Private Wealth Management is a privately owned advisory firm, with Michael Carlton (Director & Senior Adviser) having over 30 years’ experience in the Financial Services profession, working in both the Corporate and Private Sectors.
Our Clients Are;
- Doctors, Dentists, Medical Specialists and Allied Health Professionals;
- Business Owners and Business Leaders;
- Individual and Corporate Trustees of Self - Managed Super Funds; and
- High Net Worth Individuals
Corporate Experience, Personal Approach:
Specialising in, Long Term Investment and Wealth Creation Strategic Planning, Investment Portfolio Advice & Management, Retirement Planning, Self-Managed Super Funds, Personal Risk Protection, Succession and Estate Planning, PECUNIA Private Wealth Management has earned a reputation for unwavering commitment to these clients based on the core principles of genuine client advocacy, quality advice, and the provision of personalised not corporatised service with a low client to adviser ratio.
Fee for Service Only "The price is what you pay, the value is what you get..." Warren Buffett
- We are a Fee for Service Practice, so you know the exact cost before proceeding with any advice;
- We DO NOT accept Commissions
Michael provides these services to clients in the Mid North Coast, Far North Coast, Hunter and New England regions of NSW. Through PECUNIA Private Wealth Management’s network of professional service providers Michael also consults to select clients in Sydney, South East Queensland, Brisbane, Melbourne, Tasmania as well as a number of Expat Professionals working Overseas.
Pacific Coast Wealth Management Pty Ltd ABN 42 650 070 250 t/a PECUNIA Private Wealth Management, is an Authorised Representative of Cobalt Advisers Pty Ltd ABN 64 628 654 099 AFSL No: 512550. Michael Carlton registered Tax (Financial) Adviser 25861232
Specialties
All 7 specialties
- PRIVATE WEALTH MANAGEMENT FOR DOCTORS AND MEDICAL PROFESSIONALS
- INVESTMENT PORTFOLIO ADVICE AND MANAGEMENT
- SUPERANNUATION & SMSF ADVICE
- STRATEGIC INVESTMENT PLANNING
- RETIREMENT PLANNING
- BUSINESS SUCCESSION & ESTATE PLANNING
- PHILANTHROPY & CHARITABLE GIVING ADVICE
Related specialties
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | AU |
All codes: AU
Addresses
- AU106 Horton St; Port Macquarie, New South Wales 2444Primary
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Financials
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FAQ
How many people work at PECUNIA Private Wealth Management?
The record holds 3 counted staff profiles at January 2026, inside the self-reported 2–10 band.
Where does PECUNIA Private Wealth Management have offices?
One address on record, Australia only. Primary: 106 Horton St, Port Macquarie, New South Wales 2444.
Has PECUNIA Private Wealth Management raised funding?
None linked to this brand.
What does PECUNIA Private Wealth Management list as its specialties?
Seven tags on the brand's own list, among them retirement planning.
Which companies are listed alongside PECUNIA Private Wealth Management?
11 profiles list PECUNIA Private Wealth Management as a peer — 88th percentile in Financial Services. It lists ten peers of its own. UNIP Australia Pty Ltd and Bronson Financial Services list it back.