Who we help

Whilst anyone can benefit from financial planning 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

01.04.2022

Wealth Architects Investment Newsletter

Wealth Architects Investment Newsletter The month of February was a busy period of news and events for the market. And, frankly, after all said and done the Australian share market held up reasonably well given some of the news...

Read more »
Investment Newsletter – July 2022 Wealth Architects
05.02.2021

Quarterly economic and market update

December Quarter 2020 Wealth Architects are pleased to bring you the latest economic and market update for the December quarter 2020.  Please click here to download. If you have any questions or would like further advice, please don’t hesitate...

Read more »
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...

Read more »
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...

Read more »
Investment Newsletter – July 2022
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...

Read more »
13.08.2022

Wealth Architects Market Update July 2022

The Australian economy continues to flash amber light, indicating that the general level of economic activity across the nation continues to slow with businesses and consumers feeling nervous.

Read more »
Wealth Architects, Rising Inflation Costs, Investment Newsletter
18.07.2022

Investment Newsletter – April 2022

The past four weeks have been very much about investors’ concern over the outlook for inflation (cost of living) and how much interest rates will rise in the near term.

Read more »
18.07.2022

Wealth Architects Investment Newsletter March 2022

Let’s commence this month’s letter on a positive note with Australian share market now decisively in the green territory. Considering much macro uncertainty, the investment returns are nothing short of impressive at 10.4% for twelve months to 31 March...

Read more »
More Articles >