How we partner with high net worth individuals and families

Independent advice for complex wealth

Less noise, better decisions

Managing significant wealth often means juggling complexity.

There may be multiple advisers, multiple accounts, multiple opportunities and multiple opinions. It can be hard to know what matters, what is noise and what is actually in your best interests.

That is where we come in.

At Wealth Differently, we act as your independent wealth adviser, strategic sounding board and critical friend. We help bring everyone and everything together so you can make confident decisions about your wealth.

Our work is bespoke and tailored to you. There are no cookie cutter solutions here. How we support you depends on your circumstances, your goals and the complexity of your financial life.

How we support you:

Outsourced Chief Investment Officer (OCIO)

We act as your independent second set of eyes on your investments. That means helping you review ideas, challenge opportunities, structure your portfolio properly and make sure your investment strategy reflects what is important to you.

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Virtual Family Office (VFO)

For some clients, good advice is not just about investments. It is about having the right people, structure and governance around your wealth. We help bring your broader advisory team together and create a more cohesive way of managing your wealth, without the cost and complexity of a traditional family office.

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Financial Planning for Divorce

Divorce is one of life’s most significant transitions and it can feel overwhelming. We support you through divorce and separation by educating you, modelling possible outcomes and helping you understand what each decision means for your future so you can move forward with clarity and confidence.

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How we do things differently

High touch and highly personal
Independent
Collaborative
Open-minded and curious
Down-to-earth

Flexible in our approach
Transparent
Flat fee only
Deeply experienced
Objective

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service@wealthdifferently.com.au
0417 654 038
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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.