Wealth within reach.
Scroll to begin.We partner with you to reach prosperity beyond what you believed was possible.
We believe that no matter your background, your upbringing or where you’re at now, you can change your narrative to achieve financial freedom. We help people to change the way they think so they can push past the limits they’ve put on themselves — helping them to build wealth that allows them to live better, more fulfilling lives.
We recognise that what actually hinders people financial success is the knowledge that underpins the highly confusing moving parts of a property portfolio. We simplify the process by handling these difficult tasks while giving our clients the education they need to repeat the simplified steps forever.
We crafts diverse portfolios conscious of both your risk profile and investment returns ambitions.
ContactInvestment Philosophy
Our conviction lies in the idea that the right mix of assets plays a pivotal role in achieving optimal performance for our clients. This belief stems from our profound grasp of the macroeconomic landscape, guiding our strategic and tactical asset allocation decisions. By integrating this with a foundational approach to selecting investments, we are confident that our active management strategy outpaces passive portfolios, offering enhanced risk adjusted returns over extended periods.
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"Our purpose at WT Wealth is to bring wealth within reach, for everyone."
— Matt Wilson (Director)
The advice industry has not been well regarded for many years, too many people giving bad advice and looking after their own interests.
At WT Wealth we aim to provide you with professional advice that is affordable, achievable and tailored to your personal circumstances.
Whether you’re just beginning a career, buying a home and starting a family, through to establishing a business, creating wealth, planning for retirement, or needing to make decisions about aged care for loved ones, we can help to guide your life’s journey
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Frequently Asked Questions.
Our experienced team can help you with personalised advice in the following areas:
— Investment Advice and Wealth Creation
—Wealth Protection
—Superannuation Strategies
— Retirement Advice
— Wills & Estate Planning
— Debt Structuring & Restructuring
Every individual’s situation is unique, and we understand that meeting with a financial advisor for the first time can be daunting. After all, it’s not every day that you discuss your personal financial affairs with someone you’ve just met.
We will provide you with risk management both for your personal and portfolio needs through insurance and diversification of your investments.
Clients can count on us to always have their best interests at heart and deliver tailored, financial solutions to achieve their financial and lifestyle goals.