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About Us
Scroll to begin.Our Core Values
WT Wealth, a boutique accounting and financial planning firm dedicated to delivering top-tier financial advice, embodies a rich tapestry of values. From the hunger to succeed and boldnaess to innovate, to the commitment, perseverance, and proactive spirit that drives us, each value contributes to our dynamic approach.
We are resourceful, ambitious, and confident in our pursuit of growth and prosperity, creating a transformative environment that balances self-belief with clarity and simplicity. Grounded in expertise, wisdom, and understanding, we provide guidance with heart, empowerment, and a steadfast commitment to trustworthiness and dependability.
Generosity and a down-to-earth demeanor characterise our approach, making WT Wealth a haven for those seeking not just financial guidance, but an authentic and solid partnership.
Philosophy.
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 make the complex simple. We take confusing information and reframe it in a clear way. We make what seems impossible possible. We know success starts with the way you think. They say knowledge is power. We say belief, knowledge and guidance is power.
We’re here to partner with you to reach prosperity beyond what you believed was possible.
We’re here to help and support you at every stage of your life.
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.
By utilising technology we aim to bring the private banking experience to everyday Australians.
We offer our services on a flat fee basis with success based investment fees meaning our goals are aligned.
Our initial advice target to your individual needs and dreams with an ongoing advice service to keep you on the right track.
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
We’re here to help and support you at every stage of your life.
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.
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
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.
Meet the team.
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Matt Wilson
Director
Matt is the founder of WT Capital & the chief storyteller. He started his career not in property but in the 3 Michelin starred kitchens of Paris, after returning to Sydney he brought an unseen level of service to the emerging buyers advocacy space. WT Capital was founded with one goal in mind, to deliver the highest quality service throughout each property transaction.
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Scott Averay
Head of Financial Services
Scott boasts an impressive two-decade-long tenure in the financial services field. Throughout these years, he has solidified his reputation across Australia’s premier financial establishments names including Macquarie, Goldman Sachs JBWere, and ANZ Private. His philosophy transcends mere financial strategy; it’s deeply rooted in his genuine aspiration to enact meaningful change in the lives of his clients. This drive is evident in his commitment to delivering top-tier strategic advice to Australian families. More than just a wealth manager, Scott is a relationship builder, fostering robust and enduring connections with his clients. In a field saturated with generic approaches, Scott distinguishes himself with his tailor-made solutions. He holds an intrinsic capability to decipher and respond to the unique requirements and aspirations of each client. This, combined with his adeptness at steering clients seamlessly through fluctuating economic landscapes and inherent challenges, positions Scott as not just a financial advisor, but a trusted partner in wealth.