Building wealth should be

about more than numbers.

Be Bold.

At Bold Wealth, we plan for the things that are truly meaningful in life.

We want our clients to dream big, make Bold goals that we can achieve together.

Through each financial journey, there are significant decisions, hurdles and challenges to face. We are there to guide our clients through each of these as a companion, guide and adviser, recognising that it’s not just about the numbers, but also about the journey, maintaining relationships and providing a seamless experience.

We take the time to understand your needs and circumstances and specialise in crafting a roadmap tailored to meet your financial goals and objectives. We believe in looking ahead, dreaming big and building a plan that will last generations.

We are here to help you live a better life.

Be better, be well, be Bold.

Our Services

Accumulators
Be Aspirational

Accumulating wealth should be a fulfilling, rewarding and life changing experience. Whether you are building your super, saving for a house or starting a share portfolio, the decisions you make today are the first steps towards a better financial future.

Retirement
Be In Control

The most common concern for pre-retirees is, when can I afford to retire? The final ten years of our working lives are arguably the most important, with cashflow at it’s best and financial opportunities available.

Legacy: Next Generation
Be Prepared

We deal with all aspects of family finances including superannuation, property, business and shares, with each of these having their own tax, law and estate planning rules.

Sustainable
Be Sustainable, Be Positive

Do you want to invest but also have a positive impact on those around you? We pride ourselves in having a market-leading offering in ethical and sustainable investing that not only aligns to your values, but delivers excellent long-term returns.

Hear from our clients

  • "Dylan has brought much needed confidence and simplicity into my financial future. We've learnt so much which makes the investment planning not just financial, but personal."

    James & Grace, 25 - 35 years

  • "Bill has always given me good advice and is able to deliver this advice in a clear and understandable way. He is very professional and always willing to answer questions and provide help."

    Graham, 56 - 65 years

  • "Over the last two years of working together, Daniel has been extremely knowledgeable, encouraging and patient, answering all my questions no matter how small. Daniel has helped me focus my short and long term financial goals and made managing my money stress-free and achievable."

    Elloise, 25-35 years

  • "We have both found Bill a very knowledgeable and more importantly very personable, easy to speak to, can ask him anything anytime and nothing is ever a problem and if he can’t answer the question he will put you in touch with who can. If anyone would ask if I would refer Bill definitely YES!"

    Nancy, 56 - 65 years

  • "Bill has helped us build up our Superannuation and plan towards retirement. His advice has always been well considered and helpful. We trust in his advice and suggestions and have turned to him with a variety of financial questions."

    Shirley, 56 - 65 years

  • "Thank you Bill, for your help and Guidance with my super, you have been a great support to me and my wife. you have certainly cleared the mist and fog that surrounds the Super Funds. Again, Thank You Best Regards Steve"

    Stephen, 56 - 65 years

  • “In the four years that we have had Dylan in our corner we have gained a level of financial stability and growth we never knew was possible”

    John & Rachael, 50 - 55 years

  • "We had only a vague idea of what we wanted to achieve in retirement but Daniel was able to make it a much clearer path for us. Nothing has been too much trouble, he has explained everything in detail at each step of the process. We have been more than happy with the financial planning services he has offered us."

    Chris & Rebecca, 45 - 55 years

Book a free consultation to find out how we can help you in your journey to financial wellness.