in your corner.

Relax. We’ve got this.

How We Help?

At Sherlock Wealth, we promise your life will be better.

We do this by ensuring that all of your personal financial affairs are:

  • Smart, well organised and working together to reach your goals.
  • Comprehensively designed, managed and administered.
  • Keeping up with the ever-changing financial products, rules and regulations.

We will also help by giving you:

The ability to reach your wealth potential.

Achieve your lifestyle aspirations and protect your legacy.

Peace of mind.

Your affairs are in order and there is a trusted team in your corner.

Clarity of vision.

We know where your affairs are at even when you don’t.

Someone to call upon.

We are always there for you and your family in the good times and the bad.

Guidance for good decisions.

Our role is to prevent you from making decisions that may harm your wealth as much as it is to help you make the good ones.

More time.

To spend doing what you love with those you love.

A better night’s sleep.

Due to all of the above!

We are bespoke.

Individually designed for each person and family, our wealth management advice will:

  • Take care of everything.

    We do it all.
    From goal setting, modelling and strategic planning to investing, protecting, servicing and managing.

  • Be accountable.

    We get you to your aspirations.
    From understanding and recording them, to charting a pathway, providing education, reviewing, revising and always remaining accountable.

  • Be your guardian.

    We are here for you.
    From knowing where your affairs are at even when you don’t, to making sure you, your family, your lifestyle and loved ones are always protected.

Your future. Our purpose.