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:
STRATEGIC FINANCIAL ADVICE
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FWA Risk Solutions

Specialist personal and business insurance advice – the right cover, properly structured, for the people and the enterprise you are protecting.

Insurance is one of the most important, and most often neglected, parts of a financial plan. FWA Risk Solutions is our dedicated insurance advisory service: a place to get personal and business cover assessed, sourced and structured properly, rather than left to a policy bought years ago and never revisited. Our approach starts by looking at the real risks you carry, recommending cover that matches them, and making sure it is owned and structured to work cleanly when it is needed most.

THE RIGHT COVER, PROPERLY STRUCTURED
Personal cover, sized to you
Life, total and permanent disability, trauma and income protection, assessed against your income, your debts and the people who depend on you.
Personal cover, structured well
We advise on ownership – personal, through super, or a combination – for tax efficiency and a clean claims outcome.
Personal cover, aligned with your estate plan
Cover is coordinated with your will and estate structures so proceeds reach the right hands without complication.
Business cover, protecting the enterprise
Key-person, buy/sell and business-expenses cover, so the business can withstand the loss of an owner or critical person.
Business cover, funding the agreements
We help ensure shareholder and partnership agreements are properly funded, working alongside your accountant and lawyer.

Who this is for

You want to protect those you love

You want to know that if you were no longer here, your family could stay in their home and keep the life you've built together.

Your business needs cover too

You are a business owner who needs the enterprise safeguarded against the loss of an owner or key person.

You share ownership

You have shareholder or partnership agreements that need to be properly funded.

You haven't reviewed your cover

You bought cover years ago and have never had it assessed against your current risks and circumstances.

Your family relies on your income

You want your income protected, so an illness or injury can never take away the life you've built for them.

Reviewed as life changes

Cover that fits at one stage of life rarely fits the next. We review your protection after major events – a new child, a property purchase, a business milestone, a change in income – so it keeps pace with what you are actually protecting.

Note: This information is general in nature and does not take into account your objectives, financial situation or needs. Consider the relevant Product Disclosure Statement and seek personal advice before making decisions about insurance.

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.