Financial Advice & Services That Put You First
Affordable, achievable financial advice and services, built around your life. We partner with you to reach prosperity beyond what you believed was possible.
Australian Financial Services Licence No 557079
The Real Barrier Isn't Money. It's Knowing How
Most people don't need a bigger income to build wealth. They need answers to the questions that keep them stuck: should I pay down the mortgage or invest? Is my super working hard enough? How do I buy an investment property without overstretching? Nobody teaches this stuff, so most people just don't start.
So we do two things
We take the hard parts off your plate
The research, the structuring, the paperwork. Comparing super funds, setting up investments, reviewing insurance. We handle the work most people put off for years.
We show you how it works
Every recommendation explained in plain English, so you understand why you're doing it and can keep making smart decisions long after you've met us.
What we advise on
Investment Advice & Wealth Creation
Build wealth with a strategy matched to your goals and your appetite for risk. Actively managed, reviewed regularly, and explained so you always know why you own what you own.
Wealth Protection
Insurance that stops a setback from becoming a disaster. We work out exactly what your income and your family need covered.
Superannuation Strategies
Make your super work harder before and after you stop working. From contributions to SMSFs, we structure it around your bigger plan.
Retirement Advice
Know exactly when you can retire and what your income looks like when you do. We turn "will I have enough?" into a clear, costed answer.
Wills & Estate Planning
Make sure what you've built ends up where you want it. We help structure your estate so your wishes are clear and your family isn't left guessing.
Debt Structuring & Restructuring
The right debt in the right place can build wealth instead of draining it. We review your borrowing and restructure it to work in your favour.
Our Process
1
Discovery
We start by listening. Your goals, your situation, what's worrying you, and what you want your money to do.
2
Strategy
We build a plan tailored to you, written in plain English, with the reasoning behind every recommendation laid out clearly.
3
Implementation
We put the plan into action and handle the paperwork, so it actually happens instead of sitting in a drawer.
4
Review
We don't set a strategy and walk away. Through regular reviews, we track how your circumstances and the market are shifting, and fine-tune your plan accordingly.
Join 780+ people who trust WT Group
People First, Advice Second
Every person's situation is different, and we know that sitting down with a financial adviser for the first time can feel daunting. It's not every day you talk through your finances with someone you've only just met. So we start by listening, and we keep things in plain English, because advice only works when you actually understand it.
From there, it's simple: we have your best interests at heart, always. We're here to protect what you've built and grow what's ahead, with tailored advice shaped around your goals and the life you want them to fund.
Meet your advisor
Over more than 20 years in financial services, including roles at Macquarie, Goldman Sachs JBWere and ANZ Private, Scott saw how careful structuring, disciplined planning and the right team of advisers can change a family's financial future.
At WT Wealth, he brings that same approach to every client, whether they're building a property portfolio, setting up or reviewing a self-managed super fund, or planning for the retirement they want.
Why Clients Choose WT Wealth
Your Best Interests, First
We're advisers, not salespeople. Every recommendation is built around what's right for you, and we show you the reasoning and the cost before you act on it.
Advice Across Your Whole Life
From your first investment to your estate plan, you get joined-up advice instead of a different specialist for every question.
Active, Hands-On Management
We don't set and forget. Your portfolio is watched, reviewed, and adjusted as markets shift and your life changes.
Backed by WT Group for SMSF and Property
As part of WT Group, we connect your advice with SMSF setup and property acquisition through WT Capital, so your strategy and your purchase work to the same plan.
Hundreds of reviews from people just like you
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They take all the stress and unknowns out and go out of their way to ensure you're comfortable and informed from start to finish.
I will definitely be recommending them to family and friends in the future and look forward to working with them again myself.
They are with you for the entire process and beyond. They are transparent, quick to follow up and extremely easy to deal with.
I’m glad I took the step and have begun my journey as an investor!
Carl Mullen
Aroha Pohatu
Really was a pain free experience and everyone was so patient with no pressure at every stage of the process.
Can’t recommend enough we will definitely continue to use them and I have already recommended WT cap to several of my friends and fam.
Blake Ebsworth
Jess Osullivan
Gabbi de Mamiel
FAQs
We're upfront about fees before you commit to anything. After your first consultation we'll give you a clear, fixed cost for the advice you need, so there are no surprises. That first conversation is about working out whether we're the right fit for each other.
No. We work with people at every stage, from those just starting out to those well into retirement. Getting the right advice early is often worth the most over a lifetime.
WT Wealth handles financial advice, SMSF setup, accounting and advisory. WT Capital handles property acquisition. As part of WT Group, the entities work together so your advice and your property strategy line up.
Yours. Your goals come first, and we explain the reasoning behind every recommendation along with the cost of acting on it, so you can decide with full information.
Advice is ongoing. We schedule regular reviews and you can reach us when life changes, so your plan keeps up with you instead of going out of date.
Let's Talk About What's Possible
Book a consultation and we'll talk through your goals, your situation, and how we can help with a clear, fixed cost before you commit to anything.