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Latest Updates

Time management – the meaning, importance & benefits

It is often said that ‘Time and tide wait for no one.’ Therefore, to ...

Common Investment Pitfalls to Avoid

Investing, a realm filled with potential opportunities and pitfalls, demands careful consideration to navigate successfully. ...

Tax and the super after-life

Many people assume there is no tax payable on super benefits received after someone passes ...

Empowering Success Through Connection

We all know them. The people who seem to know everyone and effortlessly make connections ...

Behavioural guidance during market volatility

This article will help to ease some fears about market volatility and outline a behavioural ...

Five common life insurance questions

Like any other insurance policy, life insurance has many variations to meet different users’ needs. ...

The responsibilities and challenges of an estate executor

Being named the executor of an estate is both an honour and a burden. Entrusted ...

Farm Succession Planning: Balancing Financial and Emotional Aspects for Generational Transition

The Challenge Facing Farm Owners The complexity of farm succession planning extends beyond mere financial ...

Types of ethical investing plus the pros & cons

The investment technique known as ethical investing prioritises the investor’s moral, religious and social ideals ...

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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