Who we help

Whilst anyone can benefit from financial advice, we specialise in these areas:

How we help

Think architects, but for your wealth. This is what you can expect from working with us:

discovery

Discovery

Let's understand why you are seeking advice, your current position and where you stand financially.

design

Design

We spend a great deal of time understanding who and what are important to you and help you design the life you want to

build

Build

This is where we put into practice decades of combined experience and provide the blueprint to start building your ideal life. We do this by using strategies that are smart, safe and effective.

project-manage

Project Manage

Our aim is to make the process as pain free as possible for you. From filling out paperwork to liaising with 3rd parties, we do all the leg work, implement everything, and keep you updated every step of the way.

partnership

Ongoing Partnership

This is where we differ from an architect. Our process does not stop once we have implemented our initial plan. We'll continually understand what's important to you, keep you financially organised and accountable to the plan, and act as an ongoing sounding board as often as you'd like.

Find out more about how we can help you

Why us?

We are very good listeners and we take the time to understand you and what’s important in your life. You are different, so that requires a plan and strategy that is uniquely designed to suit you.

We leave no stone unturned in our process and we sweat the small things, so you don’t have to.

Design the life you want and let us take care of the rest.

Recent Articles

07.10.2020

2020 Federal Budget Analysis

The 2020 Federal Budget was announced yesterday, 6th October 2020. Fast-tracked tax cuts and wage subsidies for younger workers underline the Federal Government’s budget. Note: These changes are proposals only and may or may not be made law. For a...

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21.08.2020

Recap on recent COVID-19 Stimulus Changes

This month at Wealth Architects Insights we wanted to do a quick recap on some of the recent COVID-19 Stimulus changes and discuss how much you may need in retirement. 1. Job Keeper & Job Seeker Changes Job Keeper...

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03.08.2020

Quarterly economic and market update

June Quarter 2020 Wealth Architects are pleased to bring you the latest economic and market update for the June quarter. In this edition, we take a closer look at the current market and our predictions for the economy in...

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06.07.2020

Key Super Legislation Update and what to consider before planning your next move.

This month at Wealth Architects Insights we wanted to focus on some of the things you should be mindful of during this environment as well as provide you with an update on some of the key super legislation in...

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25.05.2020

Your Financial Guide to navigating the COVID-19 crisis

At Wealth Architects we know that we cannot control the markets and the economy, but there are things that we can control. We have outlined 6 questions and answers in navigating the COVID-19 crisis as well as 3 strategies that you...

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23.04.2020

Should you access your super early?

Have you been financially impacted by the coronavirus and are wondering if it's a good idea to access your super?

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