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 wealth can be complex.
It does not have to feel that way.

At Wealth Differently, we provide independent financial advice and investment guidance to high-net-worth individuals and families across Australia.

Based in Sydney, we work as your Outsourced Chief Investment Officer (OCIO) and sounding board, helping you make calm, confident decisions about your wealth.

We are here to bring structure, perspective and clarity to your wealth. Whether you are navigating complexity, reviewing your portfolio or simply wanting a second set of experienced eyes, we help you slow things down, ask the right questions and stay focused on what really matters.

We are an independent financial adviser based in Sydney

We work with high-net-worth individuals and families

We are here to represent your interests and yours alone

We collaborate closely with your broader advice team

We act as your independent sounding board and critical friend

We work with clients across Australia

Let's start a conversation

Who we help

We work with high net worth individuals and families who want thoughtful, independent advice and a trusted long term sounding board.

That often includes people who are:

managing significant personal or family wealth, typically more than $3 million of investable assets

going through a major life transition such as inheritance, divorce, retirement or the sale of a business

seeking a second opinion on their portfolio or investment strategy

looking for a family office style approach without the complexity of building one

juggling multiple advisers and investment relationships

finding that the traditional advice model does not reflect the complexity of their needs

If you are looking for someone in your corner who can think clearly, challenge ideas and help you avoid costly mistakes, you are in the right place.

A Different Kind of Advice Relationship

At Wealth Differently, we are not trying to be all things to all people.

We work with a small number of clients who want an experienced, independent critical friend by their side. Someone to help them think clearly, challenge ideas when needed, bring structure to complexity and make better decisions about their wealth.

Independent

We are independently owned and licensed, with no ties to banks, platforms or product providers. That gives us the freedom to say what we really think, challenge ideas when needed and focus on what is right for you and your wealth.

Collaborative

We work closely with your broader advisory team, whether that includes your accountant, lawyer, private banker, stockbroker or other specialists.

Transparent

We charge a fixed fee for our services and are paid only by you. We do not receive commissions or product payments, so there is no hidden agenda, just advice that is focused on your best interests.

Attentive

We keep our client group intentionally small so we can be genuinely hands on. That means more thought, more context and more attention to the details that matter when managing significant wealth.

FIND OUT WHAT WE DO

Your Outsourced Chief Investment Officer (OCIO)

Shelley Marsh is the founder of Wealth Differently and works as an independent Outsourced Chief Investment Officer (OCIO) for high net worth individuals and families.

With over 30 years of experience across investment markets and advice, Shelley acts as a trusted critical friend and second set of eyes on your wealth. Helping you think clearly, assess opportunities, challenge ideas when needed and make more confident decisions.

Her approach is independent, collaborative and grounded in helping you navigate complexity with more clarity and less noise.

MORE ABOUT US

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Let's start a conversation

The right advice relationship often starts with a simple conversation.

At Wealth Differently, we work with high net worth individuals and families across Australia who are looking for an experienced, independent second set of eyes on their wealth.

Whether you are seeking an Outsourced Chief Investment Officer (OCIO), a fresh perspective on your portfolio, or a more collaborative and strategic approach to managing your wealth, the first step is a brief 15 minute phone call.

It is a chance to get to know each other, understand what you are looking for and explore whether we might be the right fit.

Start a conversation

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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.