Strategic planning for tomorrow's goals, today.

We help our clients achieve their personal goals and objectives.

Let's Get Started

Of the 18,000 financial advisers in Australia, we are part of a select group of under 90 who can call themselves truly independent

Staff Member 8
Licence from ASIC

We have applied for a licence from Australian Securities and Investments Commission.

Picture 4
Member of IFAAA

We are a practicing member of the IFAAA Gold Standard of IndependenceTM.

Picture 1
Certified Financial Planner®

Our financial planners are members of the Financial Planning Association.

What We Can Do For You

We can provide advice covering a range of areas including:

Financial Advice

Comprehensive and objective advice for all your financial questions.

Learn more

Investment Planning

Professionally managed, low cost, and customized to your situation.

Learn more

Business Advice

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

Learn more
Sidebar Story 2
Our Philosophy.

We don't sell products. We provide Financial Advice.

This means, our strategic financial plans are only influenced by your needs.

Learn About Us

Picture 3

Our Team

We are CFP®s, CPAs, and CIMA®s. Most importantly, we are your go-to financial partners, working on your behalf each and every day.

Our team is large enough to offer advice on a broad range of topics, and small enough to provide exceptionally personalized services to our clients.

Meet the Team

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

No matter what stage of your financial life your are in, we can help you make the most of what you have!

Font Resize
Contrast
Accessibility by WAH