50 years

of intelligent advice stand behind our solutions for life.

 

Wealth Creation

Helping you live the life you want

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Wealth Creation

Financial goals are as diverse as the people who have them. No matter what your lifestyle aspirations are, at Sherlock Wealth we can put a plan in place to help you achieve your goals.

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Wealth Protection

Protecting your wealth is the cornerstone of smart financial management. It’s the key to ensuring that whatever life throws your way, you and your family will be free from financial worry.

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You are what I call "good people", it shows in your business, your clients, and I feel very lucky to be working with you.

Fiona Dimos

Sherlock Wealth not only makes a difference and cares about clients but show they do the same for their staff, friends and community around them and it shows.

Glenn Clay

Over the years we have come to rely on Sherlock Wealth to take care of all our financial affairs and to see Andrew as our principal trusted adviser. Sherlock Wealth not only provide us with a track to run on through the provision of a complete financial plan but they also ensure we meet our financial and lifestyle goals through regular cashflow modelling. In addition when I suffered a serious cycling accident, the comprehensive suite of insurances recommended by Sherlock Wealth were realised. We were able to have specific injuries and trauma benefits paid on top of a regular monthly income protection payment. This was invaluable during a period in my life when I was unable to work yet still had a family to support.

Dr Bruce Walker

I have been a client of Sherlock Wealth’s for more than 20 years. During that time their good advice and strategic planning have enabled my investments to ride the economic cycles for a great outcome. With guidance from Sherlock Wealth my superannuation portfolio has continued to comfortably provide the level of income I need and has even grown over the years despite my regular withdrawals.

Kay Barnes

Over the years I have seen the way Reg and Andrew change peoples lives.

Krystal Daniels

We have been clients of Sherlock for almost 20 years. During this time we have enjoyed a proactive, engaged association with the firm - always confident that our needs were front of mind and completely certain that should any form of claim ever arise it would be attended to expediently and without fuss. Impressively, as our circumstances changed they were anticipated by Sherlock Wealth and over time, even as our cover and risk profile increased, our premiums actually reduced. We cannot recommend Sherlock Wealth too highly.

Jane Tribe

I have been a client of the Sherlocks for over 30 years. In recent years I set up my own self-managed superfund with Andrew’s valuable assistance, and the sound advice I have received from Andrew in relation to building wealth through my self-managed superfund has led to its significant growth over the years. Andrew is always available to discuss and analyse the various changes in my situation as well as the constantly changing market and assist in implementing strategies to deal with such changes as they arise. He is always there to deal with my technical queries about how I can use the SMSF for the benefit of myself and my family. Additionally, without Andrew’s detailed knowledge of my insurance arrangements, I wouldn’t have known I had a right to claim when I became ill. Not only had they recommended the right insurances for me, but also recognised my right (and then assisted) to make a claim which I didn’t know I had. The payment I received from the claim has been life-changing.

Mark Worrall