Whether it’s investing, creating or protecting wealth, the key to achieving success is making sure that all your financial affairs are well thought out and implemented.
Investing and Asset Management
We assign a dedicated team to every client portfolio that is focused on managing your entire wealth creation and wealth preservation suite.
We design and manage your investment and asset portfolios tailored to your values, investing style and situation.
This plays a critical role in achieving your long-term goals and wealth outcomes.
We partner with you to help define what your best life looks like and then chart a pathway for achieving it.
Our strategic planning ensures your personal finances are designed and managed to reach your aspirations and support your values.
Your financial affairs will always be in order, well serviced and pulling in one direction towards your goals. This is infinitely powerful. It will give you peace of mind and help you reach success in all areas of your life.
We ensure your life, lifestyle and loved ones are well protected through our suite of personal life insurances. We manage and regularly review those policies to ensure you have access to the latest cover and benefits. We are there for you when a claim arises.
We also make sure your wealth is preserved through estate planning.
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
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
We wanted to express our enormous thanks to you and your team. First of all for your sage advice in terms of the
Since becoming a Sherlock Wealth client, my wife Jacinta and I have never felt more than in control of our
Rob and Jacinta Jones
Having busy lives, we truly value the advice and care that Andrew and the team at Sherlock Wealth provide with
Rachel and Brett Lunn