Wealth Management Advisors
Connect with wealth management advisors who can help you build a diversified investment portfolio, optimize your asset allocation, and work toward your long-term financial goals.
Showing 6 wealth management advisors
Sarah Chen
CFP, AFPWith over 15 years of experience in retirement planning, I help Australians create personalized strategies to achieve their retirement dreams. Specializing in SMSF administration and transition to retirement.
James Wilson
CFPI'm passionate about helping pre-retirees and retirees maximize their retirement income. I take a holistic approach that considers Centrelink benefits, tax efficiency, and lifestyle goals.
Michelle Patel
AFP, SSASpecialist in self-managed super funds and retirement income strategies. I help clients take control of their super and build the retirement they deserve.
David Thompson
CFP, CPACombining financial planning expertise with accounting knowledge to deliver comprehensive retirement strategies. Focus on tax-effective income structures.
Lisa Nguyen
CFPHelping Australians prepare for retirement with personalized advice on super contributions, investment selection, and ensuring adequate insurance coverage.
Robert Mitchell
AFPCentrelink and Age Pension specialist. I help retirees navigate the complex rules to maximize their entitlements while maintaining their lifestyle.
Frequently Asked Questions
What's the minimum investment to work with a wealth manager?
Many advisors work with clients starting from $50,000 in investable assets, though some specialize in higher net worth clients. Use our filters to find advisors matching your situation.
How are wealth managers different from financial planners?
Wealth managers typically focus more on investment management and portfolio construction, while financial planners take a broader view including insurance, estate planning, and cash flow.
What fees should I expect?
Fee structures vary. Common models include percentage of assets under management (typically 0.5-1.5%), flat fees, or hourly rates. Always ask for a clear fee disclosure.
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