Grow your assets,
Protect your wealth,
Plan for your legacy.
Financial planning & strategic advice for high-net-worth families, business owners and professionals who want their wealth structured, managed and passed on with a clear, long-term approach.
Advice built around the whole picture of your wealth.
Our clients range from founders of some of Australia's most established businesses to retired executives and families planning across generations.
Families
Coordinated advice across investments, structures and the next generation, so decisions are made with the whole family in view.
Business owners
Advice for you and the business together, including what happens to your capital when you sell, restructure or step back.
Professionals and executives
A clear plan for the assets you are building outside your day job, and how they support the life you want.
Unconstrained by design.
We are not aligned to any one firm, product or asset class. Capital is allocated on merit and adjusted over time as conditions evolve.
We take the time to understand your position and goals, then build and implement a clear strategy, with ongoing review as your circumstances and markets change.
Investment management
Structured portfolio construction, implementation and ongoing oversight. Portfolios are built as a coordinated set of decisions, not a collection of individual investments.
Global opportunities
Access to opportunities across markets, sectors and asset classes, each assessed within the context of your broader portfolio rather than in isolation.
Legacy focused
A long-term approach to preserving, growing and transferring wealth. For many families, outcomes are driven as much by structure as by the underlying investments.
It starts with a conversation.
We only take on clients where we believe we can genuinely add value, and we will tell you if we are not the right fit.
Introductory conversation
20–30 minutes to understand your situation and whether we are right for you and your family.
Understanding your position
We review your assets, structures, objectives, time horizon and risk profile.
A written strategy
A clear recommendation, with the reasoning behind it and the alternatives we considered.
Implementation and review
We put the plan in place and review it as your circumstances and markets evolve.
In our clients' own words.
Every review below is published on Google.
York Wealth Management have provided unwavering advice and support to me for a number of years. No question too silly. Their approach is refreshing and educational, which provides a resolved understanding of my portfolio performance.
Been working with Murdoch on finding solutions for some mutual families and companies. I would have no hesitation in recommending the York Wealth team to family and friends who are looking for wealth management services.
Great service. Murdoch is always available when I need to speak with him. He’s been proactive with new investments and provides updated advice and investment information.
Murdoch has a great depth of knowledge and has always been exceptional to exchange ideas with.
Murdoch is a great guy to deal with. Very knowledgeable and helpful!
I find the posts very informative with well thought out presentations.
Conversations with some of the brightest minds in asset management.
Hosted by Murdoch Gatti, with direct insight into how capital is deployed across asset classes, geographies and market cycles. The same relationships inform how we think about our clients' portfolios.
How we are reading markets.
May 2026 Recap
A more fragmented and selective market. Geopolitics, energy supply constraints and inflation remained the dominant forces.
April 2026 Recap
Energy and commodities led amid tightening supply, while higher real yields pressured duration-sensitive assets.
March 2026 Recap
The conversations, thoughts and macro framework shaping how we invest through the cycle.
Start with a conversation.
If you are considering a long-term advisory relationship, the first step is a 20–30 minute conversation to understand whether we are the right fit for you and your family.
Three short questions. An adviser will be in touch shortly after.
Which best describes you?
What would you like help with?
How should we reach you?
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