Whether you want to grow your business, your personal wealth, or a combination of the two, we’re here to help.
We’ve been doing it for more than 20 years for well over 10,000 clients.
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Through carefully considered wealth creation strategies, you can make the most of your financial position, not just for today, but for years to come. Our Wealth Advisory team offers expert financial planning and personal wealth management solutions to give you freedom, choice, and long-term security.
Whether you’re focused on protecting your income, growing your assets, or planning for retirement, we’ll guide you with tailored strategies that align with your life goals while helping you enjoy your lifestyle along the way.
This five-pronged approach allows us to deliver holistic wealth management services that adapt
with you, supporting your financial goals through every life stage.
Our Wealth Advisory service brings together
the full scope of personal financial planning
and strategic wealth management to help
you build, protect, and grow your wealth. We
tailor our approach to your goals, offering
expert support across financial planning and
strategy development, wealth management
and investment guidance, superannuation
and retirement planning, SMSF setup and
ongoing management.
We’ll only recommend that we do any work
for you if we can ‘hand on heart’ be of benefit
to you and add value to your life. Within our
Financial Planning offering we charge on a
Fee for Service basis for initial and ongoing
advice, and we quote in advance so there are
no surprises.
A key part of our Financial Planning service is
that we have our own Australian Financial
Services License (AFSL). This means we’re
completely objective about the advice we
give you. Also our Lending Advisory service is
not aligned to any products or providers so
we will always identify the right finance for
your needs.
We have no financial affiliation with any
product or product provider which would
influence the selection of a product or
provider on your behalf. This ensures we can
provide objective advice that is tailored to
help you achieve your goals.
We love developing win/win relationships
that grow with our client’s needs. We have a
range of fixed-price ongoing service
packages that ensure your overall financial
strategy keeps pace with your changing
needs and lifestyle, and is tailored to your
current life stage.
Everything we do is focused on one thing: to
liberate your lifestyle. We help you develop
clarity and confidence in your financial future.
We provide Planning, Advice, and
Accountability to enable you to achieve your
goals for the reasons that are important to
you.
We explain what we’re doing, and why, then guide you every step of the way to make your dreams reality.
A Personal Wealth Adviser is a professional who specialises in wealth management and financial planning, offering tailored strategies to help you manage, grow, and protect your wealth.
At The Practice, our Wealth Advisory team supports clients with services like tax planning, retirement planning, SMSF management, family wealth protection, and long-term wealth creation strategies.
Choosing the right adviser starts with a conversation. Our team includes highly experienced professionals in financial advice Melbourne clients trust. We’ll pair you with someone who understands your goals and can offer personalised advice in areas like superannuation, retirement planning, and personal financial planning.
Our Wealth Advisory services span the full range of personal wealth management. This includes tax-effective structuring, investment guidance, SMSF setup and support, superannuation advice, and retirement planning Melbourne families can rely on. We also assist with risk management, insurance, and financial planning for different life stages.
Yes. We provide transparent, independent financial advice that’s aligned with your best interests, not influenced by products or commissions. Our goal is to help you make the most informed and empowered decisions for your financial future.
We typically meet with clients at least annually, but this can be tailored based on the complexity of your financial needs. Our clients benefit from ongoing access to their adviser and regular reviews to ensure your strategy evolves with your circumstances.
Absolutely. Your privacy matters. We adhere to strict confidentiality standards and handle all personal and financial information with the utmost care.
Get in touch with our Melbourne Wealth Advisory team today. We’ll book a discovery meeting to understand your goals and explain how our wealth management services can help you achieve them.
