Latest Updates | Sherlock Wealth

We have the answers.

Latest Updates

Nominating a life insurance beneficiary

When you buy life insurance, you usually do it with a specific goal in mind ...

Recognising Financial Abuse: How to Spot the Signs in your Friends and Family

Financial advisers help Australians with a wide range of financial issues during their lifetime, from ...

Maximise Your Savings with these Essential Tax Tips

We've compiled a comprehensive list of practical tax tips to help you avoid this common ...

Why is Financial Advice Good for Australians?

Financial advisers help Australians with a wide range of financial issues during their lifetime, from ...

The True Gift of Financial Advice

In today’s fast-paced world, time is our most precious asset. Yet, managing finances consumes more ...

Happy World Financial Planning Week!

We are pleased to see the FAAA confirm what we have known for many years ...

Value of an Adviser 2024

"Advisers continue to provide clients with advice that enables them to achieve long-term financial goals ...

How an insurance adviser can help you at claim time

Dealing with insurance claims can be challenging, as it requires you to fill in a ...

Superannuation and relationship breakdown

If your relationship with your spouse ends, you should be aware of what can happen ...

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

Want to know more?
Sign up to our e-news today!

YOUR SUCCESS IS OUR PASSION +612 8247 9900

© 2023 Sherlock Wealth. ABN 50 000 878 893 is a Corporate Authorised Representative of Sherlock Wealth Advisory Services Pty Ltd ABN 62 666 794 145, AFSL 558532
Terms & Conditions | Important Information | Privacy Policy | Liability Limited under a scheme approved under Professional Standards Legislation.