Wealth Services
Wealth Services
Go forward in life with finely-tuned
wealth building strategies
Building wealth for people just like you
Addept Wealth was born with one goal in mind - to help you across all aspects of your financial life.
“For me, the why was really driven by the clients. I wanted to be able to continue the conversation across all aspects of their financial lives to get them where they want to be.” - Sarah Robinson, Principal.
Wherever you want to be financially, Addept Wealth has the right expertise to ensure you get there. With years of know-how in the bank, our wealth building specialists provide comprehensive, transparent, on-point advice which enables you to make the smartest moves with your money. Our people are true financial professionals, dedicated to delivering honest, upfront guidance across every aspect of wealth building… from investing and share trading to business, tax and superannuation, we’ve got the skills and the tools to help you tackle any challenge in achieving your personal and professional financial goals.
Key Benefits
Tailored,
Targeted Strategy
Real-Time
Wealth Grow
Wealth
Protection
Ongoing
Service
Addept Wealth doesn’t do ‘off-the-shelf’ solutions, it’s that simple. Instead, we look closely at your current financial circumstances and your future goals, utilising our vast know-how to set in place tailored wealth building strategies which deliver the results you want.
With Addept Wealth by your side, you get leading-edge advice hand-in-hand with leading-edge technology. This means you can literally watch your wealth grow in real time.
Our team will provide you with a wealth protection strategy that will suit your needs and assist in managing your insurances so that if you do need to claim, the process is stress free.
Your financial planning strategy is not a ‘set and forget’ solution. We are committed to working with you as your life changes to provide you with the advice and guidance you need.
Tailored,
Targeted Strategy
Addept Wealth doesn’t do ‘off-the-shelf’ solutions, it’s that simple. Instead, we look closely at your current financial circumstances and your future goals, utilising our vast know-how to set in place tailored wealth building strategies which deliver the results you want.
Real-Time
Wealth Grow
With Addept Wealth by your side, you get leading-edge advice hand-in-hand with leading-edge technology. This means you can literally watch your wealth grow in real time.
Wealth
Protection
Our team will provide you with a wealth protection strategy that will suit your needs and assist in managing your insurances so that if you do need to claim, the process is stress free.
Ongoing
Service
Your financial planning strategy is not a ‘set and forget’ solution. We are committed to working with you as your life changes to provide you with the advice and guidance you need.
Services
Cash flow and debt management
Addept Wealth can help you manage and track your flow of income and expenses.
Empower you to meet your non-discretionary obligations and enable you to understand your discretionary spending patterns.
Investment advice
Addept Wealth specialists work closely with you, to ensure you keep in touch with your wealth building goals. For us, it’s all about you, where you want to be, and getting you there. If you prefer, we can project manage your investments so you get more free time.
Superannuation Advice
Your Super is the difference between an enjoyable retirement, or not. Whether you’re just starting a career or you’ve worked for years, great financial advice is key to growing your super in the best possible way. Use Addept Wealth’s expertise to get the money you need.
Personal Insurance
Life does not always go the way we plan, so having a strategy in place if things do take an unexpected turn can mean that your health, lifestyle and family are better protected Having insurance in place also means less financial stress.
Successful Retirement Plans
A big part of what we do is giving you peace of mind that when you retire, you can do so in the way you’ve always dreamed of. It’s a big task to build retirement funds to where they truly need to be, so we specialise in helping make sure you get there in good time.
Estate Planning
Addept Wealth knows you need peace of mind about what you’re going to leave behind for future generations. Every wealth building strategy we set up is structured in a way to ensure your estate is simple to manage and easy to grow.
Smart Self-Managed Super Funds (SMSF)
If you have a SMSF, or are thinking of establishing one, Addept Wealth can assist you with a tailored investment strategy to grow your super.
Financial planning process
Client Testimonials
Addept has been working with me since 2017, providing professional and effective advice in relation to all my accounting, tax and financial requirements, including structure and tax advice, superannuation, payroll and bookkeeping, investment and wealth creation, and loan and financing options.
Being able to continue the conversation across all these aspects has been a huge advantage. Addept clearly understands my business and personal affairs and has helped me with strategies that have and will continue to contribute to my overall success.
I highly recommend Addept for their professional advice, attention to detail and the integrity with which they deal with their clients.
Millennium3
About our Financial Services Licensee, Millennium3
As Addept Wealth’s licensee, Millennium3 provides the licensing, infrastructure and service development assistance to support us and ensure we’re consistently able to deliver the highest quality financial advice to our clients. As one of Australia’s largest financial services adviser groups, with renowned expertise in the financial services industry, Millennium3’s trusted development managers work very closely with Addept Wealth to guarantee you get the very best standard of service. Millennium3’s vision and values connect deeply with our own on many levels, especially in sharing our belief that superb financial advice has the power to truly transform our clients’ lives.
If you are interested in learning more about our licensee, we encourage you to read our Financial Services Guide (FSG) and Privacy Policy, which explains more about Millennium3 and how they assist us to provide you with the highest quality advice.
Addept Wealth Pty Ltd ABN 70 630 082 496 trading as ‘Addept Wealth’ is an Authorised Representative of Millenium3 Financial Services Pty Ltd, Australian Financial Services Licensee 244252 (‘Millenium3’). Addept Wealth is not authorised by Millennium3 and Millennium3 is not responsible for the advice/services provided by Addept Wealth.
This site is designed for Australian residents only. Nothing on this website is an offer or a solicitation of an offer to acquire any products or services, by any person or entity outside of Australia.