Come for lifestyle
stay for life.
Amazing futures begin here 
Unleash the potential of tomorrow
We are your personal CFO
At Sherlock Wealth, we promise your life will be better.
Whether it’s peace of mind, sleeping better at night or more time doing what you love, our highly-qualified Sydney based team will ensure your financial affairs are well structured, highly organised and working with you to achieve your goals.
Our trusted expertise is founded on 53 years of investing, creating and preserving wealth experience.
Advising successful Australian families to realise their wealth potential. It’s what we do best.
1.
Investing
Whether you’re looking for comprehensive investment advice or are ‘self-directed’ and looking for a trusted professional to validate your decisions, we can help.
Our partnership model ensures your investable assets, both inside and outside of super, are aligned to your values and investing style and designed and managed to achieve your goals.
2.
Creating
We are experts at helping people who are
leading busy lives with complex personal finances.
Our strategic wealth creation will empower you,
your family and your future.
Our comprehensive offering includes retirement and future life planning,
intergenerational wealth, tax optimisation, SMSFs, family trusts, investing,
asset management and wealth protection strategies.
We partner with you to help you define your best life.
We then help to ensure your personal finances are designed and managed
to reach your aspirations and support your values.
We specialise in making sure your financial affairs are in order,
working together and achieving your goals.
3.
Preserving
Our heritage is based on the protection of wealth
and our philosophy is founded on its preservation.
With our unrivalled experience in personal life insurances
and wealth protection planning, your lifestyle and
loved ones will always be looked after.
Our future life, estate and legacy planning, ensure your family wealth is maximised,
preserved and transferred to the next generation and beyond.
4.
Managing
Our wealth management portal provides
digital engagement to empower you.
Track your net wealth, investments,
and bank accounts and store important documents.
In the palm of your hand and with the touch of a button
chat with our team and e-sign paperwork.
Bank level encryption technology means
greater protection for your data and privacy.
