Strategic Wealth Creation
Our wealth creation offering is bespoke, values based and goals driven.
Designed for senior executives, professionals, business owners and self-funded retirees, our comprehensive strategic financial planning will empower you, your family and your future.
We appeal to people willing to invest in themselves, their future and their success.
We partner with clients that are:
We promise your life will be better.
We will save you time and give you greater peace of mind.
You will sleep better at night knowing we are always in your corner and your affairs are in order.
In a world full of choices,
this is why our clients chose us:
The key trigger for me in seeking a financial adviser was a life changing event. Getting divorced not only changed my financial situation but meant that I now had to make all the big decisions by myself. I felt vulnerable, overwhelmed and exhausted and yet I knew I had to get all my ducks lined up in a way that would be good for me both in the short term and for the longer term. I needed a sounding board, someone who had empathy, someone who was honest – even in delivering difficult news – and someone I could trust. I imagine that is not an easy combination to achieve but I certainly got that with Andrew and Sherlock Wealth.
We get so much comfort in understanding where we are at, planning for our future and knowing that Andrew is there if something unexpected were to happen. It all helps us to sleep better at night.
Charles & Jane Moore
I have been a client of Sherlock Wealth for more than 20 years. During this time I have enjoyed a proactive, engaged associations 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.
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.
Brett and Rachel Lunn