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Why Choose Us?

Meet Brett and Rachel, Partners at FB Rice and clients of Sherlock Wealth since 2014.

Brett and Rachel chose to engage with us due to Andrew’s reputation and experience with busy professionals like themselves. Since then, they have been able to consolidate their finances, protect their wealth and plan their estate; allowing them to spend more time doing what they love and focus on what they do well; raising their children and growing their business.

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Welcome to Sherlock Wealth!

Welcome to Sherlock Wealth, one of Australia’s longest-running wealth advisory firms. We are a firm that prides ourselves on being a trusted advisor and professional partner to all of our clients, offering comprehensive and holistic financial services. We are known for our forward-thinking and adaptable approach, and our commitment to putting clients first.

Come for lifestyle, stay for life.

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VIDEO: Behind the Scenes!

In this episode of the Engine Room Podcast, Andrew Rocks is joined by Andrew and Jacqui Sherlock from Sherlock Wealth. They talk about the fifty-year evolution of their family-run financial planning business into a holistic advisory firm focused on delivering personalised service through strategic partnerships and technology while giving back to their community.

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Episode 55 – Achieving through others – leading your financial services firm

In this episode, Scott Charlton from Slipstream Group talks with Jacqui Sherlock of Sherlock Wealth about leadership in professional service firms. They discuss a range of interesting topics, including engaging managers from a non-technical background to the role of CEO and the areas of the business that receive more attention as a consequence of the leader not having a client caseload. Join in for some great insights.

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VIDEO: Engine Room Podcast

In this episode of the Engine Room Podcast, Andrew Rocks is joined by Andrew and Jacqui Sherlock from Sherlock Wealth. They talk about the fifty-year evolution of their family-run financial planning business into a holistic advisory firm focused on delivering personalised service through strategic partnerships and technology while giving back to their community.

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In a world full of choices,
this is why our clients chose us:

Over the years, we have come to rely on Sherlock Wealth to take care of all our financial affairs and to see Andrew as

Dr. Bruce Walker

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I have been a client of the Sherlocks for more than 40 years. The sound advice I have received from Andrew in relation to building wealth

Mark Worrall

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We wanted to express our enormous thanks to you and your team. First of all for your sage advice in terms of the

Trauma Claim

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Since becoming a Sherlock Wealth client, my wife Jacinta and I have never felt more than in control of our

Rob and Jacinta Jones

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Having busy lives, we truly value the advice and care that Andrew and the team at Sherlock Wealth provide with

Rachel and Brett Lunn

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I would say to anyone that you have to prioritise your financial affairs as an important part of your life

Jo Masters

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