Strategic planning for tomorrow's goals, today.

We help our clients achieve their personal goals and objectives.

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

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Licence from ASIC

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

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Member of IFAAA

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

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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.

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Investment Planning

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

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Business Advice

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

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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

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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!

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