Arrow Private Wealth
About us
For more than four decades, Arrow Private Wealth has advised Melbourne families, business owners and professionals on the stewardship of their wealth.
Our foundation
Four decades of advice
Since 1983, our business has grown through the trust of clients whose families we continue to advise across generations. Our journey began by embracing core values: transparency, authenticity, and integrity. These principles have remained steadfast since our inception.
Peter Leggett Financial Services is launched.
Leggett Financial launches as a full-service financial planning business.
Judy Schmidt joins the business.
Arrow Wealth Management launches.
Judy Schmidt becomes a Director.
Simon Lewis joins the business.
Arrow Wealth Management becomes Arrow Private Wealth.
ASIC grants Arrow Financial Group its own Australian Financial Services Licence.
Mark O’Leary joins the business.
Arrow Private Wealth remains privately owned and self-licensed, advising families, business owners and professionals across generations.
Our Philosophy
What guides our advice
Long-Term Relationships
Many of our clients have been with us for decades. We measure success through enduring partnerships built on trust.
Stewardship of Family Wealth
We help families preserve, grow and transition wealth responsibly across generations.
Clarity in Complex Decisions
Financial decisions become more complex as wealth grows. Our role is to bring structure and clarity to those decisions.
Collaborative Advice Model
Better decisions come from working together
Working with your team
Many of our clients rely on a network of trusted professionals including accountants, lawyers and business advisers. We work closely with these advisers to ensure financial decisions are coordinated and aligned with broader tax, legal and family considerations.
Self-licenced
Arrow Private Wealth holds its own Australian Financial Services Licence, allowing us to maintain direct responsibility for our advice standards, compliance framework and client relationships.
Professional & Community Associations
Arrow Private Wealth and our advisers are actively involved in professional and community organisations that reflect the standards we uphold and the communities we support.
Privacy & Security
Your information, treated with care
Protecting the privacy and confidentiality of our clients’ personal and financial information is fundamental to how we operate.
We maintain robust systems and processes designed to safeguard data from unauthorised access, malicious threats and accidental disclosure. Just as importantly, we treat every conversation about your financial affairs, family matters or business interests with the utmost discretion.
If you would like further information about how we protect your data, please contact us.
Start a conversation
A clearer path begins with a conversation
Whether you are considering a significant decision, reviewing your current arrangements or simply want greater clarity, we would be pleased to hear from you.
(03) 8696 4133