Wealth Management Services

The Terraplex team has over 50 years of collective experience in private wealth management with a proven track record and property portfolio in excess of $200 million.

Wealth creation and management takes on a different meaning from individual to individual. Through a smart and customised management service, Terraplex is able to achieve outcomes which are tailored to our clients’ financial goals and overall vision.

Our Philosophy

Individual attention is imperative to our private wealth management relationships. We value a continuing exchange with our clients and allow both parties to take part in the tailoring of profitable strategies including using superannuation to buy investment property.

Our core services are customised to align with your customer’s perspective and wealth management goals and can include:

  • Investment Opportunities
  • Commercial Property Investment
  • Property Asset Management

Our private wealth management services are responsible for aiding you along your lifelong journey, assisting you to obtain your financial goals and offer professionally tailored financial assistance.

Our Team

Charles Raymond

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CHARLES RAYMOND

Director
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craymond@terraplex.com.au
0421 639 756

Charles acts as the CFO to Terraplex and is a Director of the Trustee of Terraplex Funds. He is a Chartered Accountant and has 25 years experience in the property funds management sector which he gained throughholding directorships or senior management roles at APN Funds Management Ltd, ISPT, Mirvac, GRW Property and VFMC.

Anthony Wilson

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ANTHONY WILSON

Director
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awilson@podco.com.au
0422 135 895

Anthony is the co-founder of Terraplex
and Head of Asset Management. He is a licensed real estate agent,member of the API and has been a licensed Valuer since 1993. He has worked in the commercial property sector for 25 years, transacting in excess of $700 million worth of property in all sectors.

Charles Raymond

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NICOLE
BEVIS

Head of Fund Administration
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nicole@terraplex.com.au
0411 065 859

Nicole joined the Terraplex team in 2015. Her professional experience includes 15+ years in various roles within Banking & Finance. One of her responsibilities included management of teams to ensure the highest possible customer service standards are met. Nicole is committed to ensuring Terraplex clients and suppliers needs are met in a positive environment.