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
BACK TO SERVICES

Superannuation & Retirement Planning

One of the most powerful, tax-effective ways to build long-term wealth – made to work within your bigger picture.

Superannuation is one of the most effective structures available to Australians for building wealth and funding retirement. But its real value is only unlocked when it is managed deliberately and integrated with the rest of your financial life. As experienced retirement planning experts working with families and professionals across Sydney and Australia more broadly, we help you optimise your super so it grows efficiently, supports the retirement you want, and works in harmony with your broader wealth, tax and estate strategy. Our approach brings together superannuation advice and retirement income planning within a single, coordinated plan.

How we help
Wealth growth & retirement planning
Structuring your super to grow tax-effectively and to support a confident, well-funded retirement.
The right structure for you
Expert guidance across industry funds, retail funds and self-managed super funds (SMSFs) – matched to your needs and the level of control you want.
SMSF flexibility, with support
For those who want expanded investment choice, we provide SMSF advice backed by robust compliance, governance and performance oversight. Our team includes an SMSF Specialist Adviser.
Strategic contributions
Contribution strategies designed to maximise savings, minimise tax and strengthen your estate planning – reviewed as the rules change.
A tax-effective retirement
Drawdown and pension strategies that aim to reduce the tax on your retirement income, coordinated with your accountant.

Who this is for

Your super could do more

You want to make the most of one of the most tax-effective structures you have, not just leave it on autopilot.

You want super connected

You want your super working in step with the rest of your wealth, your tax position and your estate plan.

Super's slipped down your list

You are a business owner, executive or professional whose super has been the last thing getting your attention, and you want it pulling its weight.

You're nearing retirement

You are approaching or in retirement and want your super drawn down tax-effectively to fund the life you want.

You want more control

You are weighing up an SMSF, or already have one, and want it managed with the right governance and oversight.

Integrated by design

Your super does not sit in a vacuum. We model how it interacts with your non-super investments, your cash flow and your estate plan, so the whole picture is optimised – not just one part of it. As retirement planning advice evolves alongside legislation and your circumstances changing, we always revisit the strategy to keep it effective and aligned.

Note: This information is general in nature. Superannuation rules are complex and subject to change. We recommend personal advice before acting. Family Wealth Advisory coordinates with, but does not replace, your accountant or registered tax agent.

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.