How we can help you

Experts who are with you
every step of the way

No Plan Start Grow Enjoy

Getting Started

The first achievement in your wealth journey is simply getting started. Is your super performing? Does your insurance cover your current lifestyle?

An expert will discuss with you your goals and objectives and look to craft a financial plan that is suitable exclusively for you. Have the confidence in knowing that you have a plan in place and don’t need to unnecessarily feel the financial anxieties many today are experiencing, and more importantly, you are starting to grow your wealth for the future.

Our promise to you is that the value of our advice must be significantly greater than the cost, or there is no cost at all. In addition, in most instances, fees can be paid from super to make it easier for you. It’s time to get started, complete our assessment and we can explore some options together!

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Grow My Wealth

Your foundations are in place but it’s really time to accelerate your wealth, after all, all your hard work needs to properly recognised. Want to know how much wealth you can have and the changes needed to attain it?

It’s time to look at some comprehensive modelling with an expert, who can start to add a few more strategies to your financial plan which can really start to build on your wealth. Have the confidence that you are building towards retirement and continue to enjoy what is important to you.

Our promise to you is that the value of our advice must be significantly greater than the cost, or there is no cost at all. In addition, in most instances, fees can be paid from super. It’s time to get started, complete our assessment and we can discover some exciting new options together!

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Enjoy My Wealth

You might be counting down to your retirement or perhaps in the process of transitioning into retirement. This certainly is an exciting time for you and your family and you will have thought about all the exciting things you want to achieve during this stage.

Our comprehensive modelling and strategies details exactly what you can achieve out of your ideal retirement. An expert can tailor a strategy for you that gives you clarity over when is the best time to retire financially and what strategy you can adopt during your retirement to meet your goals and objectives.

Our promise to you is that the value of our advice must be significantly greater than the cost, or there is no cost at all. In addition, in most instances, fees can be paid from super. It’s time to get started, complete our assessment and we can plan some a strategy together!

Case StudyGet Started Now

Experts who understand you

“Our data modelling enables insights that measure the value added, and we can prove it.”

Paris Bisley | Director and Financial Adviser

“Don’t let short term distractions pull you away from your long term objectives.”

Will Hurst | Director and Financial Adviser

“The most difficult part is getting started, making the appointment with the adviser, meeting them, building that trust and then going to the next step.”

Daniella Roovers | Financial Adviser

The Expert Wealth Difference

Expert financial adviser

Expert Wealth began with the simple concept. The value of our help, must be significantly greater than the cost.

Expert Wealth is a collective of likeminded, award winning, financial advisers who all have ownership in their clients success. Combining over 50 years of experience to create a financial services company that helps clients achieve data backed results. Collaborating with Accountants and clients direct, the Expert Wealth team better manages data, reducing fee layering to deliver tangible results.

How do we achieve this? Proprietary systems, market leading technology and digital delivery drive down the cost of advice. Our data modelling enables insights that measure the value added, and we can prove it. If the value added is not significantly greater than the cost, there is no cost. That is our wealth promise.

The Expert Wealth Ethos

Ikigai is a Japanese concept that means your ‘reason for being’ and we couldn’t agree more with this concept. Finding meaning in our lives and dedicating our focus to personal happiness. Our objective is to focus on removing those financial pain points that could prevent you from reaching your Ikigai.

The Expert Wealth Team

Paris Bisley
Paris Bisley

Director and Financial Adviser

William Hurst
William Hurst

Director and Financial Adviser

Daniella Roovers
Daniella Roovers

Financial Adviser

Lisa Barber
Lisa Barber

Financial Adviser

Isarah Ilinon
Isarah Ilinon

Paraplanner

Vasmita Nathu
Vasmita Nathu

Client Operations Manager

Ketan Umaraliya
Ketan Umaraliya

Paraplanner

Speak to an Expert Wealth adviser

Get started and speak to an expert today

Let’s connect and explore what your financial goals and objectives are, and how we can achieve them.

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