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.
we are all different .
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.