We will coach you on economic cycles and demographics, so you gain an understanding on what drives economies, local and international, which ultimately drives investment strategy and decisions.
SERVICE & ADVICE
We pride ourselves on being proactive and offer services and advice tailored to your individual needs. This involves working with you to navigate through each phase of the economic cycle. We will always work closely with you to advise of changes to the investment strategies if and when required in preparation for new opportunities as they present themselves.
We will show you which phase of the economic cycle we are in at any given point in time and what assets typically outperform at each stage. We will structure your investment strategy to create wealth by being invested in the right assets at the right time.
As a company we are guided by a baseline of values that drive everything we do. We believe that values drive business, and business is driven by personal relationships formed on the basis of our values. We live by the following four values:
SHAUN HIGGINS / MANAGING DIRECTOR
When Shaun isn’t on the AFL field playing for the Kangaroos, he is a Director of ONE Private Wealth (OPW). His passion for investing and assisting people create sustainable investment strategies lead him to start the business with Bruce Kaider in mid 2016. As Managing Director of OPW, he has and continues to provide insight into the vision and overall direction of the business and plays a pivotal role building relationships with clients and various business partners, both in Australia and around the world.
BRUCE KAIDER / DIRECTOR
Bruce Kaider is a Director of ONE Private Wealth and is also the Founder and Managing Director of One Management Group & Consulting (OMGC). He has consulted to a number of businesses on their business and marketing strategy & has also been involved in a number of start up businesses in Australia and overseas. Bruce has a Masters of Commerce and is currently studying for a Post Graduate Diploma in Taxation. He is passionate about helping people understand the importance of financial education and investments.
PAUL MCCOMBE / CEO
Paul has been a successful finance broker for over 17 years and provides ONE Private Wealth with specialist expertise in credit and lending policy and finance compliance.Paul holds an Australian Credit License, is an accredited Mortgage Advisor, Licensed Real Estate Agent (Victoria and Queensland), and holds Diplomas in Financial Services – Financial Planning, Finance & Mortgages, and Anti-Money Laundering. Paul is also a member of the Credit Ombudsman Service Limited, the Mortgage and Finance Association of Australia and the Financial Ombudsman Service. Paul is equally passionate about providing objective finance advice to ensure clients have the right loan that meets their needs and at the best possible rate.
FRANK PANTANO / HEAD OF INVESTMENTS
Frank has over 15 years-experience in the financial planning industry. After establishing his career at one of the major banks in Australia, Frank co-founded JPM Investment Group in 2007, specialising in tailored investment and superannuation advice to high net worth clients, all this operated under their own Australian Financial Services License (AFSL).
To our clients, our approach, our advice and our management philosophy
On what is best for our clients, because your success in our success
To support our staff, clients and stakeholders understand how and why we do business the way we do