About Us

A Trusted Partner in Securing Your Financial Future

$2.4bn
Under management
2800+
Clients
91%
client retention rate
50+
Professionals
Our values

Integrity and Transparenc at the Core of Everything We Do

At St. Michaels Financial Services, we deliver a highly personalised wealth management experience. Our objective, client-centric advice, combined with seamless portfolio oversight and access to exclusive private market opportunities, is all designed with a singular aim: to help you preserve and grow your wealth with purpose and clarity.

Fiduciary
Responsibility

We act solely in your best interests, committed to delivering outcomes that support your long-term financial wellbeing.

Holistic
Integration

Our suite of services is built around fully integrated wealth solutions, tailored to meet the complexity of your financial life.

Tailored
Advice

Our strategic guidance is shaped around proactive thinking, , and a deep understanding of your evolving needs.

Depth of
Experience

Our advisory team brings decades of experience, underpinned by a robust network of specialists and industry professionals .

Why us

Your Goals Define Our Strategy

We prioritise what matters most to you. Our process begins with a clear understanding of your objectives and continues with a collaborative, solutions-driven approach. We work alongside you and your trusted advisers to develop practical, bespoke strategies that deliver meaningful outcomes.

“Working with St. Michael’s Financial Services has completely transformed how I view my financial future. I trust them completely to guide me through the complexities of retirement planning.”

J. Thomas
Retired Executive