Boutique Private Wealth
Management Services in Sydney
Get Financial Clarity
Build a clear strategic plan
Invest with Confidence
Arch Capital provides custom-
built strategies, paired with
personalised service.
Everything we do is aimed at helping our clients in the best possible way using our practical knowledge and 20 years of experience in financial advisory, retirement planning, investment management, family office wealth management in Sydney and nearby areas.
Are you lacking certainty, clarity or confidence in your financial future?
Uncertainty, lack of understanding and many more factors can lead you to make poor decisions around your financial future. Arch Capital can guide you to build certainty, confidence and clarity for your financial success with our best financial advice in Sydney for retirees, divorcees, business owners, executives, widows and individual women with High net worth or if you are looking for someone to manage your wealth for the rest of your life.
- Wealth Management
- Evidence Based Investing
- Risk Management
- Retirement Planning
- Financial Planning
- Investment Management
Our Story.
Everything Arch Capital does is aimed at helping clients in the best possible way by using our expertise and industry experience.
Testimonals
What others like about us
I have known and worked with Nigel for over 20 years. Nigel brings a rare combination of high integrity, professionalism, strategic business acumen and a desire to form strong personal relationships with his clients.
Nigel takes a holistic approach and has supported me in all aspects of my life, including career planning. I have always been impressed with his level service, care for the client and balanced approach to life.
Nigel understands what it takes to become and remain a ‘trusted advisor’. He is an expert in values based financial advising, displaying a great deal of honesty and integrity. His approach is to focus on relationships and the whole life journey, whilst engaging as an experienced financial adviser and sounding board to help clients achieve their goals.
Nigel is a trusted source of financial information and knowledge. Our personal funds are currently managed by Nigel and the Arch Capital team, and we highly recommend their honest approach.
Arch Capital have managed my family investments, they also assist and look after my mother-in-law with all her financial affairs.
Nigel is always trustworthy, knowledgeable and his integrity is outstanding. I value the advice and support I receive from Nigel and the team at Arch Capital.
Having been the beneficiary of Nigel’s advice for almost twenty years, I cannot speak highly enough about the quality of service – in all respects – provided both by him and by the entire Arch Capital team. This has been reflected in the above par performance of our modest SMSF. I have no hesitation in recommending Arch Capital to anyone who is looking for a reassuringly steady hand on the tiller which guides the destiny of their personal financial affairs.
I met Nigel Baker in 2004 when on his ascendancy in one of Sydney’s prestigious wealth firms. My firm was piloting a new program for financial services professionals with about twenty firms. Though youngest in the group, Nigel was a standout. That program of 2004 still runs today with thousands of advisers from hundreds of Australian wealth firms having attended. In many ways I have been lucky to learn more from Nigel Baker than he has learned from us.
I’ve had the pleasure of knowing Nigel for over 30 years. Initially it was through our love of sport and Rugby but more recently through Investment and Wealth management. Nigel possesses high standards, discipline, work ethic, integrity and vast experience in Wealth Management.
Our Client Meeting Process.
No matter where you are on you financial journey we are to help guide and assist
with a 5 step plan to fit your lifestyle, and life stages.
1
Discovery Meeting
We get to know you to assess your current
investment and financial situation.
2
Strategy & Investment Plan Meeting
We present our initial thoughts and ideas and ascertain that we can add substantial value.
3
Mutual Commitment Meeting
Both parties decided whether we are the right fit to work together.
4
Statement of Advice Meeting
We present in writing our recommendations.
5
Regular Progress Meeting
We will meet regularly to keep you on track and deal with all the challenges life throws at us all to ensure your financial wellbeing remains strong no matter how wiled the storm.
Frequently Asked Questions
Our most popular questions.
How much does a financial advisor cost?
After our discovery meeting we will provide you with a terms of engagement letter. At Arch Capital we charge fees for the initial advice and any additional strategy advice. We ensure that your investment costs are world class and very reasonably priced.
How do financial advisors get paid?
All staff at Arch Capital are rewarded via salary, with owners also remunerated via distributions or profits from the business. Staff are also offered employee shares. We do not accept or use products that reward us via commission or any form of conflicted remuneration.
What is value based investing?
At Arch Capital we use evidence and science as a basis for constructing portfolios, rather than trying to guess what will happen or using investment managers that typically make bets and charge higher fees. The benefit to you is greater certainty reliability, better chance of success and lower costs
Where can Nigel and the team you meet for meetings?
We have offices in Mona Vale and Sydney CBD, and we can of course meet via an online meeting.
Free Download
Download chapter two
of our book here.
Discover the 10 reasons from Chapter Two of Nigel’s book, why you need to manage money successfully and why you need to start now.