Wealth Differently Logo

Investment Committee (IC)

This is a heading.

Our virtual family office service provides our clients with access to all the resources and advisers required to help them make empowered and informed decisions about their wealth, without the costs associated with a traditional family office.

A virtual family office brings all the advisers you need together to support you in your decision making, without having them on your payroll all the time. We have regular meetings to ensure everyone is informed and on the same page and bring in specialists as your circumstances change.

The advantages of a virtual family office include:

Personalised service

You are our focus. We build long term relationships with only a small number of clients. We know you well, understand your circumstances and always have your interests top of mind. Our solutions are bespoke to you and your wealth, there are no cookie cutter answers.

Frameworks and governance

We support you to design the strategy and framework to manage your wealth in a way that aligns with your vision and values. We will help you develop your investment policy and mission statement. So you are clear that all decisions and actions align with your long term interests and goals.

Education and support

We work hard to make sure you have the knowledge and clarity required to make decisions you feel 100% comfortable with. We can help educate you and your family members about your wealth and be the place where you can ask all the questions you don’t feel you can ask your other advisers.

Flexibility and collaboration

We value inclusivity and collaboration with all your advisers, so you have a cohesive approach to your wealth. No silos or fiefdoms. We leverage our networks to assemble the right team to help you achieve your goals.
Let's start a conversation

Working With Us: How We Do Things Differently

Transparency is one of our core values at Wealth Differently. So, it is very important to us to be transparent and clear with you as to how we conduct our business with you and our partners.

The following is an important summary of the important things you need to know when you work with us:

Our independence is very important to us.

We are fiercely protective of our independence; we are not related to any product providers, and we are independently owned and licensed. We are wholly owned by our founder Shelley Marsh and her family.

We only get paid by you.

Unlike many other advisers, we do not charge percentage-based fees based on how much money we have under advice. Our services are flat fee only, paid to us by you. This is the only way we get paid. This means that you always know exactly how much you are paying for our services.

We take your privacy very seriously.

Everything you tell us is confidential (see our privacy policy here). To get the most out of our relationship we think it is important for both of us to be honest and frank at all times. We will always hold a safe space for you.

We do not take commissions.

If we do get paid by any product providers such as commissions or stamping fees, these will always be refunded to you.

We do not accept or pay referral fees.

If we recommend you add another expert to your team it is because we think they are the right person for you and your needs.

We avoid conflicts of interest where possible.

Conflicts inevitably arise but we manage them. This is the core of what we do. Our values and principles drive us and our advice, not product, gifts or lunches. We cannot be bought. You and your goals matter most to us. You are at the centre of what we do. We avoid conflicts where we can and disclose them to you when we can’t so you can make an informed decision.
We believe that the above ensures that we always place your best interests first and enable us to give you the independent advice you require to be able to manage your wealth in a way that is best for you.

Featured Insights

Subscribe To Our Insights

Receive our weekly thoughts on key strategies and important information essential for growing and protecting your wealth.

We care about the protection of your data.

Read our Privacy Policy.

An Independent Perspective On Your Investments

Managing significant wealth is complicated and it can be a burden. With multiple structures, several advisers, and competing goals, it can be a challenge to navigate. Our Outsourced Chief Investment Officer (OCIO) service alleviates this burden by bringing everything and everyone together. We provide you the support and clarity to make investment decisions with complete confidence.

How we work with you:

■ Tailored Approach: Every family is unique. We take the time to understand your specific circumstances, needs, goals and values, which drives everything we do.

■ Clear Framework: We help you develop a clear framework for making investment decisions.

■ Education: We ensure you understand the characteristics, risks and rewards of every investment you make.

■ Portfolio Integration: We work with you to make sure you understand how all your investments fit together in your portfolio.

■ Adviser Collaboration: We collaborate with all your investment advisers to harness their best ideas and make sure that everyone is on the same page.

■ Idea Analysis: We analyse the investment ideas from your all advisers so you are clear on whether they align with your goals and values.

■ Comprehensive Wealth Overview: We help you to build a cohesive wealth portfolio that reflects your goals and values. We oversee your entire wealth position and look for hidden biases and risks.

■ Technology: We provide a unified platform that allows you to see all your portfolios and structures in the one place so you have a comprehensive view of your wealth.

■ Independent Advice: We act as your sounding board for all your investments. We provide a safe, independent space for you to ask all your questions, where you know your interests are our priority.

As your Outsourced Chief Investment Officer (OCIO), our focus is on protecting your interests and making sure your vision and values are at the forefront of every decision. Our aim is to simplify the complex, and to empower you with the knowledge and understanding to make confident investment decisions.
Let's start a conversation

An Independent Perspective On Your Investments - Copy

Managing significant wealth is complicated and it can be a burden. With multiple structures, several advisers, and competing goals, it can be a challenge to navigate. Our Outsourced Chief Investment Officer (OCIO) service alleviates this burden by bringing everything and everyone together. We provide you the support and clarity to make investment decisions with complete confidence.

How we work with you:

  • Tailored Approach: Every family is unique. We take the time to understand your specific circumstances, needs, goals and values, which drives everything we do.

  • Clear Framework: We help you develop a clear framework for making investment decisions.
  • Education: We ensure you understand the characteristics, risks and rewards of every investment you make.
  • Portfolio Integration: We work with you to make sure you understand how all your investments fit together in your portfolio.
  • Adviser Collaboration: We collaborate with all your investment advisers to harness their best ideas and make sure that everyone is on the same page.
  • Idea Analysis: We analyse the investment ideas from your all advisers so you are clear on whether they align with your goals and values.
  • Comprehensive Wealth Overview: We help you to build a cohesive wealth portfolio that reflects your goals and values. We oversee your entire wealth position and look for hidden biases and risks.
  • Technology: We provide a unified platform that allows you to see all your portfolios and structures in the one place so you have a comprehensive view of your wealth.
  • Independent Advice: We act as your sounding board for all your investments. We provide a safe, independent space for you to ask all your questions, where you know your interests are our priority.
As your Outsourced Chief Investment Officer (OCIO), our focus is on protecting your interests and making sure your vision and values are at the forefront of every decision. Our aim is to simplify the complex, and to empower you with the knowledge and understanding to make confident investment decisions.
Let's start a conversation

An Independent Perspective On Your Investments - Copy

Managing significant wealth is complicated and it can be a burden. With multiple structures, several advisers, and competing goals, it can be a challenge to navigate. Our Outsourced Chief Investment Officer (OCIO) service alleviates this burden by bringing everything and everyone together. We provide you the support and clarity to make investment decisions with complete confidence.

How we work with you:

Tailored Approach: Every family is unique. We take the time to understand your specific circumstances, needs, goals and values, which drives everything we do.

Clear Framework: We help you develop a clear framework for making investment decisions.

Education: We ensure you understand the characteristics, risks and rewards of every investment you make.

Portfolio Integration: We work with you to make sure you understand how all your investments fit together in your portfolio.

Adviser Collaboration: We collaborate with all your investment advisers to harness their best ideas and make sure that everyone is on the same page.

Idea Analysis: We analyse the investment ideas from your all advisers so you are clear on whether they align with your goals and values.

Comprehensive Wealth Overview: We help you to build a cohesive wealth portfolio that reflects your goals and values. We oversee your entire wealth position and look for hidden biases and risks.

Technology: We provide a unified platform that allows you to see all your portfolios and structures in the one place so you have a comprehensive view of your wealth.

Independent Advice: We act as your sounding board for all your investments. We provide a safe, independent space for you to ask all your questions, where you know your interests are our priority.

As your Outsourced Chief Investment Officer (OCIO), our focus is on protecting your interests and making sure your vision and values are at the forefront of every decision. Our aim is to simplify the complex, and to empower you with the knowledge and understanding to make confident investment decisions.
Let's start a conversation
Wealth Differently
Privacy Policy
© 2024 Wealth Differently Pty Ltd AFSL 547820. All rights reserved.

This website contains general advice which does not consider your particular circumstances. Because of this, you should consider whether the information is appropriate in light of your particular objectives, financial situation and needs. You should seek professional financial advice before acting on anything contained in this website.
Website Design & Development by Local Nerd Sydney