CLIENT PORTALBold thinking.
Astute advice.
Wealth that gives you the freedom to enjoy today, comfort for your future and a legacy that lasts.
What we do
Wealth management is more than returns.
It's about clarity, confidence and the ability to live life on your own terms.
For more than five decades, Sherlock Wealth has helped business owners,
families and high-net-worth Australians build, protect and enjoy their wealth.
Why Sherlock Wealth
Why choose us
We do more than manage your wealth - we take the time to understand your goals beyond the numbers, and stay alongside you as life evolves.
Why Sherlock Wealth
Genuine, long-term relationships
We are a second-generation Australian family business, and one of the oldest financial planning firms in Australia.
Why Sherlock Wealth
There when it matters most
With over five decades of experience, we have guided clients through every major economic cycle - and in that time, we can't recall ever having a life insurance claim refused.
Why Sherlock Wealth
Your wealth, in one place
Every client has access to the Sherlock Wealth Portal - a secure, real-time view of your investments, assets, accounts and insurance, all in one place.
Advice that fits the life you're building
BOOK A CONVERSATION
“Since becoming a Sherlock Wealth client, my wife Jacinta and I have never felt more in control of our financial wellbeing and secure in the knowledge that if we implement the advice Sherlock Wealth provides us, we can live a life of our choosing.”
Rob and Jacinta JonesREAD MORE
“Having busy lives, we truly value the advice and care that Andrew and the team at Sherlock Wealth provide with regard to our financial planning and insurance needs. Andrew is the person we turn to when important life events take place and always helps us to make smart decisions in managing our finances and achieving what's important for our family.”
Rachel and Brett LunnREAD MORE
“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.”
Dr Bruce WalkerREAD MORE
Testimonial 1 of 3