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Latest Updates

Sherlock Wealth Federal Budget Review 2026-27

Treasurer Jim Chalmers has handed down the 2025 Federal Budget, with a $27.6 billion ...

Superannuation and Tax: What Has Changed and What Comes Next

Superannuation remains one of the most powerful long-term wealth-building tools available to Australians. But as ...

The Quiet Strength Behind Every Wealth Plan

Why Insurance Is the Silent Protector of Your Financial Strategy When people think about wealth ...

The Rise of the Family Bank

For many Australian families, financial support is no longer something that happens only through inheritance. ...

Should you pass on your inheritance before you die?

We often bemoan about the pains and pressures brought on by rising prices, but rarely ...

Life Insurance: Advice That Makes the Difference

When it comes to life insurance, what you don’t know can hurt you, and your ...

Future-Proofing Your Family Wealth

Australia is on the cusp of one of the largest intergenerational wealth transfers in history. ...

Div 296 Tax (Proportionate Tax on Earnings on Member Accounts Over $3m)

There has been a great deal of discussion on the proposed Div 296 Tax. Here's ...

What does Div 296 mean for you?

On 28 February 2023, the Government announced it would introduce a new tax on superannuation ...

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

Sherlock Wealth form a core part of our professional services support network and are a firm we highly recommend. They have a high calibre team representing the height of professionalism and commercial smarts. Our clients, who are typically professionals, business owners and entrepreneurs, really appreciate this.

Mark Kevin

The Sherlock team are the most energetic, professional and down to earth team I've had the pleasure of working with in a long time. Their service to their clients is refreshing to see and anyone having worked with them, either directly or alongside will know this.

Bridget Matheson

I have long admired the way Sherlock Wealth is run. First with Reg and now with Andrew – strength to strength.

Scott Hodgson

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

Mark Worrall

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

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

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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