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.