For business owners, executives, professionals and family decision-makers, real wealth comes from hundreds of good decisions made consistently. We bring structure, strategy and accountability to your whole financial life, so every part works together.

SERVICES INCLUDE:

For families and family companies stewarding significant capital, the priority shifts from building wealth to preserving it, growing it sensibly and passing it on well. Our virtual model brings institutional rigour and governance, without the cost of building one in-house.

SERVICES INCLUDE:
FAMILY OFFICE
BACK TO SERVICES

Customised Treasury Solutions

Capital safety first with liquidity, a conservative home for cash while longer-term decisions are made on your timetable.

When a business is sold or a large sum is realised, the immediate priority is rarely to commit it to long-term assets – it is to make sure the capital is working sensibly, safely and without being rushed. Our Customised Treasury Solution is a deliberate, conservative stepping-stone: capital is put to work today, preserving what you have built while the family decides on the long-term strategy at its own pace.

What sets it apart
Capital preservation first
In this sleeve, liquidity and safety take priority over return.
Investment-grade only
Funds are placed across high-quality holdings – term deposits, cash management and short-duration credit. No equity-market risk, no speculative credit.
A sensible return on idle funds
The objective is a modest margin above the RBA cash rate (before fees) – better than leaving capital idle, without taking on market risk.
Liquidity and flexibility
Daily liquidity gives you control over investing decisions, with funds transitioning into the long-term portfolio progressively, as and when you are ready.

Who this is for

You've realised a large sum

You’ve sold a business or realised a large sum and want space to consider what comes next.

Your capital's in transition

You are a family or board holding significant funds that need to work sensibly while the long-term strategy is settled.

You set the pace

You want the freedom to settle the investment framework and family conversations at your own pace.

You want safety and access

You want that capital preserved and available, with daily liquidity while longer-term decisions are made.

You want no market risk

You want only investment-grade holdings, with no equity-market or credit risk in the interim.

A bridge, not a destination

The Treasury Solution is designed to give a board or a family room to think, removing the pressure to make long-term decisions before the Investment Policy Statement framework, mandate and family conversations are fully settled – all while ensuring capital is never simply sitting still. 

Note: Available to wholesale clients only (Corporations Act 2001 (Cth), ss 761G and 761GA). General information only. Return objectives are targets, not guarantees.

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.

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.

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.

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.

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.

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.

Contact us

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.