Wealth Management

Phone: (02) 9125 0545 | 52 Martin Place, Sydney, NSW

With Nautica Wealth Management, your financial goals become achievable milestones. Our advisers specialise in investment management, financial planning, and retirement strategies that evolve with your needs. We provide insights that are both professional and easy to apply, ensuring your money works as hard as you do. Backed by years of experience, we help you grow, protect, and enjoy your wealth -- every step of the way.

Nautica Wealth Management stands for clarity, strategy, and trust. Our goal is to help you make smart financial decisions through every stage of life. From building investment portfolios to planning for retirement, we design strategies that fit your ambitions. Our experts combine financial intelligence with a client-first approach, offering lifelong partnerships and reliable guidance for sustainable financial success.

Phone: 1300 567 626 | 643 Kessels Road, Upper Mount Gravatt, QLD

MiQ Private Wealth provides dedicated private wealth management advisory services to help you navigate complex financial decisions with confidence.

Phone: 0404 468 525 | Adelaide, SA

Manage your day-to-day finances with a Spending Plan. Its 100x better than a budget

Manage your day-to-day finances with a Spending Plan. Its 100x better than a budget

Sign up for one of our great packages at
https://www.spendingmadeeasy.com.au/packages

When we work with you, you remain in full control of your own finances. We are simply here to guide you through the process of creating your own sustainable budgeting and spending habits.

Phone: (02) 8969 6077 | 30 Blues Point Road, McMahons Point, NSW

With over two decades of experience in the wealth creation space, Vanessa knows how important it is to have courageous conversations in order to achieve financial freedom.

With over two decades of experience in the wealth creation space, Vanessa knows how important it is to have courageous conversations in order to achieve financial freedom. From her 22 year history of owning a financial services education-focused media business, Evolution Media Group, Vanessa has a deep understanding of the finance world and has the unique ability to communicate this in a way that everyday people can understand. Through storytelling, and creating engaging and educational content without the jargon, Vanessa helps Australians make better money decisions. She is also the Founder of NMP Education, creator of the international award-winning TV Series - Secrets of The Money Masters: The Investment Series, and the author of best-selling book The Breakfast Club for 40-Somethings. Vanessa regularly appears in the media outlets such as News.com.au, Sydney Morning Herald, ABC and The Today Show as a financial educator. Together with her creative husband Paul, Vanessa has 3 sons and knows firsthand the importance of telling money stories that matter.

Phone: 0458 463 097 | 710 Collins Street, Docklands, VIC

Diversiview® is the #1 Portfolio Planning tool for active investors who want to optimise their portfolio performance. It enables investors to plan, review and refine investment portfolios of listed investments and cryptocurrencies, and mitigate the risk they take for the return they expect. Currently covering over 2000 ASX listed companies and the top 15 cryptocurrencies, Diversiview will soon expand to include US and European listed securities.

Phone: (03) 8687 2174 | 420 Collins Street, Melbourne, VIC

AML Advisory offers outcome focused practical solutions supporting your project management, capital acquisition, equipment sustainment (asset management) and management demands. In delivering services, AML relies on the skill and experience of a team of senior consultants and business alliances providing local understanding with a national presence and international relationships.

AML Advisory offers outcome focused practical solutions supporting your project management, capital acquisition, equipment sustainment (asset management) and management demands.

In delivering services, AML relies on the skill and experience of a team of senior consultants and business alliances providing local understanding with a national presence and international relationships.

Phone: 0478 429 897 | 530 Little Collins Street, Melbourne, VIC

Value Investing Approach to Long Term Investing
A Portfolio of concentrated holdings with Companies that competitive advantage. Focused companies enhance shareholder value. We are not short term investors. We use long term investment strategies and dollar-cost averaging.
Invest your money like ours
· Diversification into equity markets
· Exposure to a portfolio of quality international companies with global growth
· Gain exposure to brilliant founders from around the world
· Fair fee structure that charges performance fees only for what it delivers to each investor over the long term