Our Story

Wealth Architects is a privately-owned boutique financial advisory practice based in Moonee Ponds.
We are passionate about helping our clients get the most out of life and this is at the centre of everything we do.

We are very good listeners and we take the time to really understand you and what’s important in your life.
And because you are different, that requires a plan and strategy that is uniquely designed to suit you.
This is how the name Wealth Architects was born.
With decades of combined experience our approach is holistic, ethical and thorough.
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.

Meet the Team

Kim commenced his career in financial services in 2006. He is passionate about helping clients grow and protect their family and business wealth. Prior to founding Wealth Architects, Kim held a number of senior roles in both small and large private firms. This has given him a solid foundation and a breadth of skills and experience that each of his clients benefits from. Kim is a CERTIFIED FINANCIAL PLANNER® which is the highest designation available in the industry. His approach is considered methodical and detailed, positioning his clients in a manner which gives them the best opportunity to achieve their goals and objectives. He combines his strong technical ability with his genuine approach to offer his clients a truly outstanding experience. Outside of work Kim enjoys keeping fit and active. He and his wife, Kylie, have a love for travel, and socialise with friends and family often.

Kim Siauw
Managing Director | Senior Advisor
CFP® GDipFP BCom

Kim commenced his career in financial services in 2006. He is passionate about helping clients grow and protect their family and business wealth. Prior to founding Wealth Architects, Kim held a number of senior roles in both small and large private firms. This has given him a solid foundation and a breadth of skills and experience that each of his clients benefits from. Kim is a CERTIFIED FINANCIAL PLANNER® which is the highest designation available in the industry. His approach is considered methodical and detailed, positioning his clients in a manner which gives them the best opportunity to achieve their goals and objectives. He combines his strong technical ability with his genuine approach to offer his clients a truly outstanding experience. Outside of work Kim enjoys keeping fit and active. He and his wife, Kylie, have a love for travel, and socialise with friends and family often.

David is a motivated and passionate professional who enjoys the challenge of dissecting issues and formulating strategies to give his clients the greatest opportunity of achieving their goals and objectives. As a holistic financial planner, David works closely with clients, providing sound advice in the development and implementation of financial strategies. He gains satisfaction from sharing his experience & technical expertise, to assist his clients grow and protect their wealth, particularly over the longer term. David has witnessed first-hand the obstacles some families can face financially and emotionally and is dedicated to helping others prepare and deal with financial matters at any stage of life, affording his clients the opportunity to spend more time and focus on what truly matters in life, their loved ones. In his spare time David enjoys spending time with family and friends as well as keeping active through his passion for basketball and the great outdoors, with regular trips to his family home in Inverloch.

David King
Senior Advisor
SA Fin MFinPlan BCom

David is a motivated and passionate professional who enjoys the challenge of dissecting issues and formulating strategies to give his clients the greatest opportunity of achieving their goals and objectives. As a holistic financial planner, David works closely with clients, providing sound advice in the development and implementation of financial strategies. He gains satisfaction from sharing his experience & technical expertise, to assist his clients grow and protect their wealth, particularly over the longer term. David has witnessed first-hand the obstacles some families can face financially and emotionally and is dedicated to helping others prepare and deal with financial matters at any stage of life, affording his clients the opportunity to spend more time and focus on what truly matters in life, their loved ones. In his spare time David enjoys spending time with family and friends as well as keeping active through his passion for basketball and the great outdoors, with regular trips to his family home in Inverloch.

Cameron joined the team in 2018 whilst completing his degree.

Cameron is highly analytical and enjoys taking a diligent approach to finding the best outcome for clients.

As an Associate, Cameron is responsible for preparing advice documents for Wealth Architects and ensuring the outcome is highly researched and compliant. Cameron also assists the advisers across all facets of the client engagement process enabling him to forge strong relationships with our key stakeholders.

In his spare time Cameron enjoys playing footy and when time permits, heading away down the coast.

Cameron Lucus
Associate

Cameron joined the team in 2018 whilst completing his degree.

Cameron is highly analytical and enjoys taking a diligent approach to finding the best outcome for clients.

As an Associate, Cameron is responsible for preparing advice documents for Wealth Architects and ensuring the outcome is highly researched and compliant. Cameron also assists the advisers across all facets of the client engagement process enabling him to forge strong relationships with our key stakeholders.

In his spare time Cameron enjoys playing footy and when time permits, heading away down the coast.

Samantha commenced working in the industry in 2002 and over this time has had experience in nearly all facets of the advice process. Samantha has an integral role in the business and oversees the implementation of advice for Wealth Architects. She enjoys the satisfaction that comes with completing a task and takes the utmost care, empathy and attention to detail when getting the job done. Away from the office, Samantha is a busy mum keeping up with her children, James and Claudia, as well as nurturing an interest in decoration and design.

Samantha Rock
Client Service Manager

Samantha commenced working in the industry in 2002 and over this time has had experience in nearly all facets of the advice process. Samantha has an integral role in the business and oversees the implementation of advice for Wealth Architects. She enjoys the satisfaction that comes with completing a task and takes the utmost care, empathy and attention to detail when getting the job done. Away from the office, Samantha is a busy mum keeping up with her children, James and Claudia, as well as nurturing an interest in decoration and design.