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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Risk Protection & Family Legacy

Making sure that if life takes an unexpected turn, your family's future is already protected.

Every wealth strategy rests on an assumption – that the people building it stay healthy and able to earn. Risk protection is what holds the plan together when that assumption is tested. Our wealth protection strategies and family wealth protection cover the whole family's exposure, putting the right protection in place and making sure it is structured to work with your estate plan rather than against it. This means that the wealth you are building is not undone by an event you did not see coming.

How we help
A whole-family review
We assess the real risks to your income, your wealth preservation and the people who depend on you – not just a single policy in isolation.
The right cover, structured well
Personal risk insurance across life, total and permanent disability, trauma and income protection – sized appropriately and owned in the right structure for tax and estate efficiency.
Aligned with your estate plan
Protection and ownership are coordinated with your will and estate structures, working with your lawyer, so proceeds reach the right hands cleanly.
Reviewed after every life event
Marriage, children, a new business, a property purchase – cover that fit last year may not fit now.
Asset protection
Where appropriate, we coordinate family legacy planning structures that help shield family wealth from risk.

Who this is for

You want everything protected

You want to know your family and everything you've built are protected, whatever the future holds.

Others depend on you

You are a business owner or the main income earner, and you want those who depend on you cared for if something happens.

You want a legacy, not a burden

You want what you have built to reach the next generation as an advantage, not a burden.

You want no loose ends

You want your protection, your estate plan and your family structures coordinated with your lawyer, not sitting in isolation.

Your life has changed

Your circumstances have changed and you want your plans to reflect where you are now.

The right moment to start

If you have not reviewed your insurance and protection since a major life event – a new child, a business, a significant purchase, a change in income – this is the place to start. Good protection is rarely front of mind, right up until the moment it is the only thing that matters.

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.