Financial advice for families
Support your family today. Safeguard their future tomorrow.
From school fees to mortgages, holidays to health, family life is financially complex. We help families take control of their money and make confident decisions – now and into the future.
How can we help families get ahead?
We tailor financial strategies that reflect your values, goals, and changing responsibilities – so you feel more in control today and better prepared for tomorrow.
Our advice includes:
- Cashflow and savings plans
We help you map out a system to manage daily expenses, build savings and prepare for upcoming milestones like education, travel or renovations. - Debt and mortgage advice
From first homes to investment properties, we help you structure your debt and repayment strategies in a way that supports long-term financial health. - Investment and super structuring
We design a strategy that grows your wealth while aligning with your family’s goals, time horizon and appetite for risk. - Insurance and risk management
We ensure your family is protected against the unexpected with cover tailored to your income, debt and dependants. - Education funding
We help you plan for the rising cost of private school and tertiary education without compromising lifestyle or retirement plans. - Estate and guardianship planning
We guide you through setting up wills, guardianship arrangements and powers of attorney – so your family’s future is protected.
Who we work with
- Dual-income families with competing priorities
- Parents planning for school fees and future savings
- Young families seeking structure and security
- Couples navigating career breaks or life transitions
- Families managing blended households or generational wealth
With Wealth Architects, we finally feel in control of our family’s finances. They helped us plan for private school, get better insurance, and start investing.
Family Client, Melbourne
What you can expect:
- Advice tailored to your stage of life and family structure
- A supportive adviser who helps you align on shared goals
- Practical strategies to reduce stress and improve confidence
- A financial plan that grows with you—from toddlers to teenagers and beyond
- Ongoing guidance whenever life changes