Welcome to ODV Private Wealth

We are a boutique financial advisory firm, proudly aligned with ODV Accountants, who have provided dedicated services to South Australians since 1946.

We deliver strategic, personalised financial guidance tailored to the complex needs of our clients. We work with you to understand your financial position, long-term goals and family priorities, allowing us to design thoughtful and integrated wealth strategies. Our advice extends beyond investment selection. We take a holistic approach that considers superannuation, tax structuring, retirement planning, risk management and estate planning to ensure every element of your financial life works together effectively.

“Our focus is simple — providing disciplined, long-term advice that helps you protect and grow your wealth, while supporting the lifestyle and legacy you desire”

How We Can Help You

ODV Private Wealth works with pre-retirees, business owners, high-net-worth individuals, and professionals seeking structured and strategic financial guidance.

Our advice is built on:

• A disciplined, long-term investment philosophy

• Integrated tax and wealth structuring strategies

• Personalised retirement and succession planning

• Clear, transparent, and client-focused recommendations

We pride ourselves on developing long-standing relationships with our clients, supporting them through every stage of their financial journey.

Our Investment Philosophy

“Building and Preserving Wealth for the Long Term.”

Our investment approach is guided by a disciplined and research-driven framework designed to balance growth, income, and capital preservation. Our core principles include:

• Diversification to manage investment risk

• Generating reliable income through high-quality assets

• Investing with long-term conviction

• Maintaining awareness of economic and market cycles

• Prioritising investment-grade opportunities

• Considering tax outcomes in every investment decision