About Me

Better Wealth is a professional yet down to earth financial advisory firm that specialises in retirement planning & investment advice for over-50's.
We combine big-city expertise with country-town service, offering our clients peace of mind, security and clarity about their finances.

Clients choose us because they:
• Are nearing retirement and wish to maximise their nest egg and lifestyle.
• Want to improve their financial situation with expert advice.
• Are receiving a windfall (inheritance, asset sale, etc.) and need guidance.
• Have experienced a life change (divorce, loss of partner, etc.) and need support.
• Prefer to leave financial management to a trusted professional.

We take on new clients who are 50+, seeking advice on funds of $500,000+.

Our name is our promise. We continually strive to provide our valued clients with better advice, better service & better results.

Areas of Focus

  • Investments
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Graduate Diploma
  • Years of Experience
    Years of Experience 20 Years
  • Licensed By
    Licensed By Asvw Financial Services Pty Ltd
  • Advice fees
    Advice Fees From $5,500
CERTIFIED FINANCIAL PLANNER®