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