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A boutique financial advisory firm helping

What We Do

Protect My Wealth

Family &
Personal Protection

Life, Total Permanent Disability, Trauma and Income Protection

Business Protection &
Succession Insurance

Buy & Sell, Key Person and Group Cover

Claim
Assistance

Empowering clients through expert claim assistance for a seamless and stress-free experience

Grow My Wealth

Self-Managed

Super Fund

Elevate your financial future with a personalised SMSF strategy

Retirement
Planning

Secure your tomorrow with our personalised retirement planning services - because your future deserves a thoughtful strategy today

Superannuation

Maximise your financial future with expert Superannuation advice tailored to your goals and aspirations

Tax Structures &
Minimisation Strategies

Optimise your financial landscape with our strategic Tax Structures & Minimisation Strategies - empowering you to keep more of what you've earned

Aged Care

Confidently navigate Aged Care complexities with our expert financial advice. We ensure a smooth transition, preserving your finances for a secure and comfortable future

Estate Planning

Build and preserve generational wealth with our expert Estate Planning advice - ensuring a lasting legacy that transcends time and provides for future generations.

Our Process

Protect What You Have

Securing Today, Building Tomorrow: Strategies to protect your assets and lifestyle

Grow What You Have

Nurture Your Future: Strategies to grow your assets, lifestyle & foster intergenerational wealth.

We Work With

High Net Worth

Not For Profit

Family Offices

Professionals

About Us

Our Vision

Our aim is to create intergenerational wealth through investment in sustainable assets whilst providing back to community.

We pride ourselves in educating & supporting the client for better financial future through a step by step process.

We focus on building long term relationships with clients and providing easy access to the advisor to navigate through all circumstances.

Note From The Director

Starting my career as an Accountant and then as a Tax Agent gave me a strong understanding of the tax implications involved in building & protecting wealth.

This knowledge allowed me to help people to create & manage self-managed superannuation funds as well as protect what is most important, their assets and income. I have helped many families to take control as they work towards their investment goals, as well protect them from the financial impact of life risks.

I relish listening to people and hearing their stories. I am passionate about helping people to create and protect wealth. My aim is to make the complex seem simple.

Our Achievements

What We Do Different

What We Do Different

Sustainable Investments

Years Of Experience

Give Back To The Community

Long Term Partnerships

Based On Nobel Prize Winning Financial Strategies

Client-Specific Tailored Approach

What Our Clients Say

Get In Touch

We make it simple to get in touch with us.
Book an initial 15 minute phone call with one of our advisors.
You can also write to us

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    Accounting Cloud Pty Ltd T/A Build MyWealth is a Corporate Authorised Representative (ASIC No. 1306106) of Lifespan Financial Planning Pty Ltd (AFSL: 229892)
    General Advice Warning - Any advice on this site is general nature only and has not been tailored to your personal objectives, financial situation and needs. Please seek personal advice prior to acting on this information. Any advice on this website has been prepared without taking account of your objectives, financial situation or needs. Because of that, before acting on the advice, you should consider its appropriateness to you, having regard to your objectives, financial situation or needs.