Private Clients

We take the time to build relationships that are based on an understanding of our clients’ unique circumstances as well as their business and financial goals. We then use our expertise to help grow their wealth while safeguarding their families and their future.

PwC’s Private Clients team is dedicated to working with private businesses, families and individuals. Our role is to help build and protect your wealth while providing the reassurance that you and your family can look forward to a safe and secure future.

We do this by looking at the business and beyond. We look closely at our clients’ lives. We take the time to understand your personal circumstances and aspirations as well as your business and financial goals.

Only then do we apply the breadth of our expertise to help you ensure that your strategies succeed.

So much of the commercial landscape and economic fortune of this country is shaped by entrepreneurs, private and family businesses and dedicated individuals – and we want to work with you to grow this market.

You might be an energetic start up with a great idea. You might have been in business for a number of years and are looking at your next steps. Or maybe you've made your wealth and want to know how you can grow and preserve it – leaving a legacy for the next generation.

It will come as no surprise to you that we do audits and we provide tax advice, but there is also a range of business advisory services we offer to help you grow and protect your business and family wealth by:

  • Understanding your needs at both a business and personal level; because it's not all about work.
  • Telling it like it is, by giving you the honest insights you expect from a trusted business partner. After all, you didn't get where you are by surrounding yourself with ‘yes' people.
  • Bringing you the best ideas and fresh thinking on a host of issues; from tax to estate planning to how to make the leap overseas.

We have more than 50 partners and 600 people focused on working with private companies, entrepreneurs and financially successful individuals. They bring you all the talent and skills that come with being part of PwC – coupled with a passion for the unique challenges and opportunities that you face.

We provide all the practical and commercial assistance you need, delivered in a way that is relevant and appropriate for your business and your family. We have built our success on developing trusted advisor relationships and delivering solutions and ideas tailored to the needs of our clients.

And because our people have business and commercial skills – as well as qualifications in fields as diverse as engineering, communications and of course, accounting – we see the whole picture.

Our team is led by dedicated leaders and includes more than 50 partners and 600 staff who are experienced and dedicated to Australia's private sector.

David Wills
Partner, Private Clients, Melbourne
Tel: +61 (3) 8603 3183
Email
Trevor Mahony
Partner, Private Clients, Brisbane
Tel: +61 (7) 3257 8807
Email
James Blackburn
Partner, Private Clients, Adelaide
Tel: +61 (8) 8218 7100
Email
John Campion
Partner, Private Clients, Sydney
Tel: +61 (2) 4925 1154
Email
Sanjiv Jeraj
Private Clients National Leader, Melbourne
Tel: +61 (3) 8603 3187
Email
Cesare Scalise
Partner, Private Clients, Perth
Tel: +61 (8) 9238 3417
Email
David Hegarty
Partner, Private Clients, Greater Western Sydney
Tel: +61 (2) 8266 5465
Email
Carl Valentine
Partner, Private Clients, Townsville
Tel: +61 (7) 4721 8543
Email
Jason Habak
Partner, Private Clients, Sydney
Tel: +61 (2) 8266 2960
Email
Eugene Kalenjuk
Partner, Private Clients, Canberra
Tel: +61 (2) 6271 3604
Email

We’re dedicated to helping private businesses become both a personal and commercial success. We take the time to understand the unique circumstances of business owners and then help them establish priorities, develop long term strategies and provide support and guidance throughout the business life-cycle.

We look at the business and beyond. We look closely at their lives and use our experience and expertise to help grow their wealth while safeguarding their families and their future

We build relationships based on a deep understanding of family dynamics. Our combination of expertise, insight and empathy enables us to work closely with family members to achieve business and personal objectives while creating the best possible chance for family harmony and continuity.

We’re dedicated to helping families find positive outcomes for their business and personal objectives. Our combination of expertise, insight and empathy enables us to ask the difficult questions and explore every aspect of the family dynamics.

Only when we have achieved and holistic understanding of their unique circumstances do we develop the strategies that will help realise their aspirations while providing the best possible chance for family harmony and continuity.

We're dedicated to helping individuals build and protect their wealth while providing the reassurance that they and their families can look forward to a safe and secure future.

We do this by looking beyond the numbers. We look closely at our clients’ lives. We take the time to understand their personal circumstances and aspirations as well as their financial goals. Only then do we apply the breadth of our expertise to ensure that their strategies succeed.

Creating value for your business

Updates

Grow - Edition 11

Welcome to the latest edition of Grow, PwC's Private Clients team publication which brings together the recent news, ideas and opportunities for entrepreneurs, private and family businesses.

Next Generation Survey 2016

The world's next generation of family business leaders are more confident, better prepared for senior roles and more ambitious than they were when we spoke to them two years ago. But while many of the old challenges remain - such as skills, succession and scale - two issues stood out this time around - one is how next gens are dealing with the challenges and opportunities of digital disruption, and the other is professionalisation - both of the business and of the family.

19th Annual CEO Survey - Private Companies View

In our private companies' edition of the 19th Annual Global CEO Survey, Old-style strengths, new-style challenges, we look at the results from the private company sector through the three interrelated perspectives of progress, perceptions, and people.

New Financial Reporting Requirements for Private Businesses

The Federal Parliament passed tax legislation on 3 December 2015 which will create significant new disclosure requirements for many privately owned companies and other entities that are not currently subject to financial reporting requirements.

Grow - Edition 10

Welcome to the latest edition of Grow, PwC's Private Clients team publication which brings together the recent news, ideas and opportunities for entrepreneurs, private and family businesses.

Family Business Survey - 2014

Delve deeper into the trends and themes impacting family businesses in Australia and globally. in 2014.

Next Generation Survey 2014

Bridging the gap: handing over the business to the next generation. The Next Generation Survey explores how family businesses are planning for succession.

Doing business in China: Insights and opportunities - 2014

What does the recent free trade zone in China mean for Australian private businesses?

BioForum Quarterly Review - Edition 48, August 2014

BioForum reports on the Australian and US pharmaceutical, biotechnology and medical devices markets and the broader life sciences industry.

Working Capital Management - 2013

Experience has taught us that you can increase business value by actively managing working capital. If you want to free cash in your business and avoid 'growing broke' this publication is for you.

New Financial Reporting Requirements for Private Businesses

The Federal Parliament passed tax legislation on 3 December 2015 which will create significant new disclosure requirements for many privately owned companies and other entities that are not currently subject to financial reporting requirements.