Putting high-net-worth people in the driver’s seat of their wealth

Wealth Differently is your independent and collaborative sounding board for your wealth

Managing significant wealth is complex.

With multiple advisers and a constant stream of ideas, products, and investments from private bankers, stockbrokers, accountants, and friends, it can be challenging to determine what’s right for you.

At Wealth Differently, we serve as your independent Outsourced Chief Investment Officer (OCIO) and second set of eyes on your wealth. We guide you through the complex world of investing and collaborate with all your advisers to ensure everyone is aligned. Our independence means your best interests are always our top priority.

We specialise in high-net-worth individuals & family wealth

We are here to serve your interests

We actively collaborate with all your advisers

We are your independent sounding board for your investments

We work with clients all around Australia

We are different

Independent

We are independently owned and licensed. We are not related to any product providers. So we can focus on what’s good for you and your money, no cookie cutters or well-trodden corporate path.

Collaborative

We openly work with all your advisers, so you get the best ideas and everyone works together towards your goals.

Transparent

We charge a fixed fee for our services. This means we only get paid by you. We don’t take any other commissions or payments, so your best interests are always top of mind.

Attentive

We keep our client group small and selective, so we can be hands-on and give you our undivided attention.

FIND OUT WHAT WE DO

Your Outsourced Chief Investment Officer (OCIO)

Shelley Marsh is your independent OCIO and founder of Wealth Differently.

Having spent 28 years in investment markets and advising, she is highly experienced and is uniquely positioned to help high-net-worth individuals and families manage their wealth.

Shelley believes that collaboration and transparency are keys to managing significant wealth. She enjoys guiding her clients through the complexities of investment markets to help them take an active and empowered role in their wealth.

MORE ABOUT US

Our latest insights

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After a busy run of conferences and events, I finally had the chance to sit down with Citi’s 2025 Family Office Report. It is always interesting to see what is…

Everybody makes mistakes

Last week, it came to light that Australian Retirement Trust, the country’s second-largest super fund, has defaulted on AUD$457 million of debt linked to a US office building once occupied…

Evergreen funds: flexibility or false comfort?

Last week, I moderated a session at the CII Private Assets conference on the latest trend: “evergreen” strategies. We all know our industry loves a fancy term (this one clearly…

Let's start a conversation

Great conversations can spark powerful partnerships. At Wealth Differently, we want to get to know you. We have clients across Australia, geography is no barrier. So, if you are interested in starting a genuine, collaborative partnership to help you manage your wealth, let’s start with a brief 15-minute phone call to explore how we might work together.

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service@wealthdifferently.com.au
0417 654 038
Salesforce Tower, Level 22, 180 George St,
Sydney NSW 2000

© 2024 Wealth Differently Pty Ltd AFSL 547820. All rights reserved.

Wealth Differently holds an Australian Financial Services licence to provide services to wholesale clients only. The information on this website is only for persons who are wholesale clients as per s761G of the Corporations Act. The information includes general advice which does not consider your particular circumstances and you should seek advice from Wealth Differently who can consider if the strategies and products are right for you. You should also understand that past performance is often not a reliable indicator of future performance and should not be solely relied upon to make investment decisions.