MC Private Wealth
Gold and silver bars, cash and chess pieces representing investment strategy

DIRECT OWNERSHIP. DISCIPLINED INCOME.

Your capital.
A clearer purpose.

An income-focused approach to building wealth. Direct Australian shares, option writing strategies and physical precious metals — brought together around your goals.

Start a conversation ↗Explore our approach ↓

Investing involves risk. Income and capital values can fall; returns are not guaranteed.

MC PRIVATE WEALTHAustralian wealth management — Sydney, NSW↓

A DIFFERENT STARTING POINT

We start with
what your capital
needs to do.

For many investors, wealth is about more than the number on a statement. It is about the income, flexibility and choices that capital can support.

MC Private Wealth is an Australian wealth management firm specialising in ASX-listed income strategies and direct access to tangible assets, including physical gold, silver and platinum.

Our aim is to help you invest with clarity and control, with a transparent structure and an investment approach aligned to your circumstances.

What working with us looks like ↗

THE INVESTMENT FRAMEWORK

Income today.
Perspective for tomorrow.

Direct equities, option premium income, cash and precious metals each play a different role. The balance begins with your objectives and capacity for risk.

01 / INCOME

Australian shares
& option premiums

We use direct ASX shares and disciplined option writing to pursue portfolio income, alongside dividends where available. Option writing can generate a premium while accepting an obligation to buy or sell shares on agreed terms.

Understand the trade-offs +

Premium income is not the same as total return. Share prices can fall, puts may require you to buy shares, and covered calls can limit gains. Option strategies require careful allocation, monitoring and cash or share cover.

02 / RESERVES

Physical gold,
silver & platinum

Physical precious metals can provide diversification alongside shares and cash. We help clients access tangible bullion as part of an investment framework that reflects their broader objectives.

Understand the trade-offs +

Precious metals do not produce income. Prices can be volatile, and purchase, sale and storage costs affect returns. Diversification does not guarantee protection against loss.

03 / FLEXIBILITY

Cash &
deposit strategies

Cash and deposits support liquidity, upcoming commitments and the capacity to act when opportunities arise. The structure is designed to work with your equity and bullion allocations.

Understand the trade-offs +

Interest rates change, inflation can erode purchasing power, and term deposits may restrict access before maturity. Liquidity needs form part of the strategy discussion.

OUR FIVE CORE PRINCIPLES

Clarity in how
we invest.

Sydney Harbour Bridge and Opera House
01

Direct ownership

Your assets are held in your name or the name of your investment entity, rather than through a pooled investment fund.

02

Tangible assets

Direct equity interests and physical gold, silver and platinum provide visibility over what you own.

03

Enhanced income

Disciplined strategies seek to generate portfolio income through option premiums, dividends and interest.

04

Tax efficient

We consider investment structures and after-tax outcomes as part of your overall circumstances.

05

Agile execution

Active monitoring and responsive execution help keep your strategy aligned as markets and your circumstances change.

YOUR JOURNEY

A considered process.
A personal relationship.

From the first conversation to ongoing oversight, you should understand what happens next — and why.

01

Discovery & fit

We discuss your goals, income needs and risk preferences. If there is a strategic fit, we map the path forward. You remain in control of the decision.

02

Structure

We help establish an investment framework that supports direct ownership, transparency, flexibility and tax efficiency.

03

Strategy design

We bring together equities, bullion and cash, with income tactics such as option writing, dividend targeting and deposits where appropriate.

04

Implementation

We coordinate the investment infrastructure, including ASX brokerage access and physical bullion facilities where required.

05

Ongoing oversight

We monitor the strategy, review positions and respond as markets or your needs change, within the agreed advice and execution arrangements.

WHO WE WORK WITH

For investors
who want their capital
to produce income.

  • Investors seeking regular portfolio income
  • People approaching or enjoying retirement
  • Investors exploring alternatives to traditional buy-and-hold approaches
  • Those interested in structured, options-based income strategies
  • Investors allocating across equities, cash and precious metals

We work with both wholesale and retail clients. Classification is assessed during onboarding and confirmed through appropriate verification. Suitability is assessed individually.

Discuss whether we are a fit ↗

THE MC PRIVATE WEALTH TEAM

Know the people
behind the strategy.

A direct relationship with the people supporting your investment journey.

Colin Goldsmith

Colin Goldsmith

Managing Director

Elizabeth Salinas

Elizabeth Salinas

Director

Tony Apostolakos

Tony Apostolakos

Financial Planning Associate

Kaelin McClure

Kaelin McClure

Financial Planning Associate

CREDENTIALS & MEMBERSHIPS

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LIFE INSURANCE

Specialist needs.
Specialist attention.

Life insurance can be vital in the right circumstances. We refer life insurance needs to our trusted referral partner, JIC Insurance, for specialist assistance.

Book a consultation with JIC Insurance ↗

LET'S START WITH A CONVERSATION

What would you
like your wealth
to make possible?

Tell us about your goals and we can explore whether our approach is right for you.

Enquire with MC Private Wealth ↗
CALL US02 9503 1100
EMAIL USwealthmanagement@mooncunningham.com
SYDNEY NSW OFFICE

6–10 Tooronga Terrace
Beverly Hills NSW 2209, Australia

View on Google Maps ↗
OFFICE HOURS · SYDNEY TIME

Monday–Friday · 8:30 am–5:30 pm
Saturday–Sunday · Closed