Let us take care of your finances while you live your dreams
About us
At Latitude Private Wealth we understand the importance of planning for tomorrow. We provide friendly, professional services through fostering long lasting relationships and offer innovative solutions to help our clients realise their dreams.
Latitude Private Wealth is based in the heart of Adelaide’s CBD offering full services nationally.
Our Services
Retirement Planning
We tailor financial solutions to help you achieve your retirement dreams and provide the support you need throughout the journey.
Personal Protection
We offer strategies to protect you and your family in the event of death, disability, loss of income, trauma or critical Illness.
Wealth Creation
We provide solutions to build wealth over time assisting you to achieve lifestyle, financial security and income for you and your family.
Business Protection
We will provide advice that will protect you and your business partners in the event of death, disability, trauma or loss of income.
Latitude:
Scope for freedom of action or thought
Joshua De Garis
Financial Adviser
Josh entered the finance industry in 2003 and has worked as a financial adviser since 2014, working with clients in Adelaide and its surrounding suburbs.
Outside of work Josh enjoys spending time with his family and friends.
Jodi Bindig
Practice Manager
Jodi has worked in the finance industry since 1990, and has specialised in managed funds, equities and markets since 2005. Jodi is passionate about customer service and considers managing the Latitude office her “dream job” and in her spare time enjoys spending time with her family and friends.
