Cash Flow & Wealth Accumulation
Turning a strong income into lasting wealth – through a system, not willpower.
A high income does not automatically become wealth. Plenty of successful professionals earn well and still feel they have little to show for it – not through carelessness, but because they have never had a deliberate system to convert income into assets. Our cash flow planning and wealth accumulation strategies build that system: structured debt reduction and a savings and investment rhythm that runs whether or not you are thinking about it. For professionals and families across Sydney seeking better cash flow management, this is how strong income becomes lasting wealth.
Who this is for
You want a system
You want saving and investing to happen consistently without relying on willpower.
You want lasting wealth
You want your strong earnings turned into lasting assets, not just a bigger lifestyle.
You earn well
You earn well but don’t feel you have the wealth to show for it.
You want freedom with purpose
You want your wealth to buy options and independence, with a clear sense of what that freedom is actually for.
You're already doing well
You want to build on what you're already doing, not start over from scratch.
The right fit
This service is for high earners who have the income but not yet the system, as well as professionals and family-business owners who want their strong cash flow to translate into freedom, options and lasting wealth, rather than simply a bigger lifestyle.
Note: This information is general in nature and does not take into account your objectives, financial situation or needs. It does not constitute personal advice. Seek personal advice before acting.
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
BarristerWe 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 AdvisoryMichael 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 & YoungMike 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.