Wealth & Co

Beyond Investment .

Wealth & Co. is an independent financial advisory firm.

We’re problem finders – our holistic, personal approach begins with asking the ‘why’ and ‘what’, before delivering the ‘how’. We celebrate wealth, giving you a space to savour your achievements. With a fresh, considered, fee-based approach to personal wealth, we leverage our expertise and independence to build lasting partnerships with our clients and enable their prosperity.

As a Wealth & Co client, know that you’re always getting independent advice based on the full spectrum of investment options.

Are you?

Planning for
retirement?

Personalised, because
we are all different .

Are you?

(Mostly)
mortgage
free?

Are you?

Expecting a
windfall?

Are you?

Selling or
downsizing?

“Because he takes the time to understand his clients’ broader goals, they know the advice they get is the best advice for them, personally.”

Problem finders and solvers

More than just seeking financial solutions, people want peace of mind and a sense of purpose. This is where we begin our journey together.

By taking time and asking the right questions, we identify your real challenges, opportunities and goals – to create a clear financial way forward for you.

A wealth of knowledge

With Wealth & Co on your team, you can access our decades of qualified expertise that enables us to interpret financial information and choose strategies that fit your life and bring your goals closer – freeing up your time to focus on what you do well.

Focused on your big picture

It’s not just about the numbers: it’s about designing your life to fulfil your dreams, grow your future and look after your loved ones. We consider and challenge your goals, to develop a personalised financial plan that flexes to let you live the life you want today, and build a future to look forward to.

We’re invested too

Sometimes having wealth can be a lonely space. If you’re on top of your debts and committed to investing in your future, working with Wealth & Co means you’re not alone. Think of us as a safe space – where you can discuss your wealth and financial situation openly with a non-judgemental expert who ‘gets’ you.

What matters to you, matters to us too.

How we create your bespoke financial plan

1. Discover
Discover
We’ll talk about your goals and whether we can help you achieve them. We’ll ask you about your objectives, values and financial situation so we can determine timeframes and commitments.
2. Develop
Develop
We present a detailed plan to help you achieve your goals, and talk it through with you to ensure you can use it to make the most informed decisions. We listen to your concerns and revise our recommendations as needed.
3. Implement
Implement
Together we’ll formulate a plan to carry out these recommendations, and either make the arrangements or coordinate these with you and your other professional advisers.
4. Check in
Check in
In our initial progress meeting (within three to six months), we’ll talk you through how to understand the six monthly reports we send you.
5. Regular progress
Regular progress
We’ll monitor your ongoing progress and review and adjust your plan as your life changes.