About us

Our Story

Our idea of family is a little different. We believe it goes beyond blood.

Established in 2009, Family Wealth Advisory partners with families to take control of their cash flow, reduce debt, and strategically build and preserve wealth. From professionals in their prime, to family-business owners, to multi-generational family groups, we bring structure, strategy and accountability to every financial decision — and we treat the families we serve as our own.

We exist to empower families to realise a future they never thought possible. We do that because, to us, everyone we look after is family — and we help people live richer, fuller lives by going beyond advice and into action.

Book a meeting

BY THE NUMBERS

YEARS

Helping families
since 2009

300+

Families

Across Australia
and beyond

~A $2.4

BILLION

Family
wealth

99%

Client
retention

~ 70%

New business from
client referrals

Our values

Family

We treat the families we serve as our own — present, loyal and in it for the long term.

Genuine care

We go beyond spreadsheets and statements to understand the human element of wealth – your values, your goals, and what truly matters to the people you love.

Integrity in action

We do the right thing, plainly and consistently, and we are accountable for the advice we give and the work we coordinate.

Lifelong learning

We stay deeply curious and rigorous, so our thinking – and your strategy – keeps improving as the world changes.

Stewardship

We help families protect, preserve and grow what they have built, and pass it on well to the generations that follow.

Our purpose

To empower families to realise a future they never thought possible.

WHY WE WORK

Our Mission

We exist to help families live magnificent lives by teaching them financial mastery. To us, true wealth is more than a number – it is freedom with purpose, the calm that comes from being in control, and the confidence to live well now and for the generations that follow.

HOW WE WORK

Our Approach

We are a privately owned firm – no institutional shareholder and no parent company setting commercial direction. Being privately owned means our advice answers to one party: the families we serve.

We also believe wealth is behavioural before it is financial. Most families don't have a knowledge problem with money, they have a behaviour one. So part of our role is to be the calm, steady check on in-the-moment decisions, holding the long-term plan in place so that short-term fear or excitement doesn't knock the family off course.

We coordinate closely with your accountant and lawyer, enhancing rather than replacing their expertise, and we draw on our partnership with Mercer for institutional-grade investment research.

CLIENT TESTIMONIALS

Trusted by families

The measure of our work is the confidence our clients feel and the relationships that last. Helping people make better decisions about their future is a privilege we never take lightly, which makes receiving their thanks all the more gratifying.

“

My only regret is not having met Michael and his fabulous team years ago. Retaining Family Wealth Advisory was the best financial decision my family ever made. Michael’s advice is considered, well documented and easy to understand – his team are an absolute pleasure to deal with.

Paresh Khandhar SC

Barrister

“

We engaged Family Wealth Advisory to manage and grow our superannuation funds and feel as though a weight has been taken off our shoulders. The advice and excellent service received exceeded our expectations and we finally have a realistic plan to grow our wealth now and in the future.

Bruce and Liz Guthrie

“

Michael is not just a financial adviser. He is a trusted presence in our family, a coach and confidante. He listens, motivates and guides us to align our goals so we do not go backward but always forward. We cannot imagine a more reliable and trustworthy advisory team.

Dr Alen and Ana Bielich

“

Professionalism, passion and integrity sums up Family Wealth Advisory in three words. The feedback we consistently receive from our clients is that they are very well looked after by the Family Wealth Advisory team and delighted with the high quality service they receive. We continue to highly recommend Family Wealth Advisory to our clients.

Mark Pinhorn

Director, HYD Advisory

“

Michael and the team at Family Wealth Advisory have developed a wealth management strategy strongly grounded in the fundamentals and accurately reflecting our evolving needs. I have found them a pleasure to work with, responsive and very professional in their approach to managing our wealth.

Simon Benjamin

Partner, Advisory, Ernst & Young

“

Mike and his team have been extremely professional in handling our finances over the last few years. Mike has given us the peace of mind we had been seeking from a financial adviser for some time. His breadth of knowledge paired with his integrity are exemplary. We are so pleased to entrust our savings with Mike and his team.

Ravi and Sara Manian

Ready to take control of your wealth?

We know that financial decisions are rarely just about money – they’re also about family, security, opportunity and the life you really want to build. Book an introductory conversation with us today – we will listen first, then show you how a coordinated strategy could work for your family.

Book a Meeting Contact Us

About Us