A service for those whose financial life has outgrown their systems
We work with a specific kind of client: successful, time-poor, and aware that their financial affairs deserve better coordination.
High-income individuals navigating growing complexity
Business Owners
Managing both personal and business wealth across multiple structures, with advisers who often aren't communicating effectively. The personal financial life is an afterthought to the business, until it isn't.
Executives & Senior Professionals
Complex remuneration structures, equity positions, superannuation, and investment portfolios that require ongoing coordination to ensure they're working together rather than in isolation.
Medical & Legal Professionals
Time-poor individuals who have accumulated significant wealth but lack the bandwidth to ensure their financial affairs are properly coordinated. The opportunity cost of their time is high, and they know it.
Property Investors
Building portfolios across multiple properties and structures requires coordination across brokers, accountants, solicitors, and property professionals. Most clients describe this as the most coordination-intensive aspect of their financial life.
Built for complexity at a certain level of wealth
The difference coordination makes
These scenarios reflect situations common among our clients. They illustrate where coordination creates the most value.
The Executive with Four Advisers
An executive earning $600k per year had an accountant, a financial planner, a mortgage broker, and a solicitor, all working independently. Opportunities were missed. Costs duplicated. No one had the full picture.
Outcome
With a Personal CFO coordinating communications and actions, his team began operating as one unit. His financial life became measurably more organised within months.
The Business Owner Managing Three Properties
A business owner with a growing property portfolio found herself spending weekends chasing quotes, coordinating settlements, and managing advisers. Her time was the most expensive resource being misused.
Outcome
Delegating coordination to Sandro Wealth Concierge freed her time entirely. Settlements, refinancing, and renovation milestones were managed without her constant involvement.
The Professional with No Financial Map
A senior surgeon earning $800k annually had superannuation, a family trust, personal investments, and two properties, but no consolidated view of his financial position.
Outcome
A complete financial map was built, structured, and maintained. For the first time, he had clarity across his entire wealth position.
We're selective about who we work with
This service works best in specific circumstances. We'd rather be honest about fit than take on an engagement that doesn't serve the client well.
The following situations are generally not suited to our service:
Individuals in the early stages of wealth accumulation
Those seeking investment or financial product recommendations
Clients looking for a single generalist adviser
Situations where coordination isn't yet a meaningful challenge
If you recognise yourself here, let's talk
A confidential, no-obligation conversation to explore whether this service is the right fit.
Request a Consultation