We can guide you to financial peace of mind.

Fee-only financial planning & investing for today's professionals.

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Strategic planning for tomorrow's goals, today.

We help our clients achieve their personal goals and objectives.

Learn How We Help

Integrated Financial Planning

We can provide advice covering a range of areas including:

Cash Flow Management

We assist you to make better use of your money and become financially successful.

Personal Insurance

Our personal insurance guide explains the different ways you can cover your finances.

Retirement Planning

We have helped hundreds of clients carefully consider their financial strategy for retirement.

Tax Planning

We help you maximize your financial plan by planning and preparing your taxes.

Business Advice

Complete business advice service that covers from idea creation to cash flow forecasting.

About Us

Our fee-only approach allows us to serve you without compromise.

We do not work on a commission basis, nor do we benefit from recommending any particular course of action.

Meet Our Team

Diverse views, common values and a team approach to creating better outcomes

Our Difference

How our approach in serving our clients sets us apart from other advisory firms

Taking the Long View

Nearly a century of experience understanding the markets and capitalizing on what lies ahead

6 Reasons

to choose Davies Wealth Management as your financial advisor and personal financial coach

Watch the Video

How We Work

Our advice philosophy is simple — we put YOU first

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  • As an independent advisor, we do not have a vested interest in specific products or services that can bias our judgment or recommendations.
  • We are a boutique firm and we thrive on building long-term relationships with our clients.
  • Davies Wealth Management prides itself in working as a team — both internally and with you — offering as much or as little hand holding as you need.
  • We are large enough to offer advice on a broad range of topics, and small enough to provide exceptionally personalized services to our clients.

Find out more

What our clients say:

Testimonial Author 1

We have found Davies Wealth Management to be exactly what we have needed to manage our financial matters.

Dr Mitch and Meredith, Melbourne
Testimonial Author 2

They have been extremely helpful, and very practical, in their advice on Retirement, inheritance tax planning and investment strategies.

Helen P, Pre-Retiree
Testimonial Author 3

Just to say thank you for the time you obviously put into my strategies.

Jorge L, Self Funded Retiree
Testimonial Author 4

They listened to what I want to achieve for a retirement & have guided me towards a balanced investment plan.

Jason N, IT Professional

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25yrs

of experience in investment advisory area

100+

advisory client relationships

10+

Years of true Independence

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