Financial goals are as diverse as the people who have them.

No matter what your lifestyle aspirations are, at Sherlock Wealth we can put a plan in place to help you achieve your goals.

Structuring your wealth effectively can be as important as how much you earn.

According to Andrew Sherlock, “There is more to wealth creation than products and plans. A huge part of our role is partnering with our clients to guide them through the ups and downs of their lives as well as the various economic cycles.”

“Our clients appreciate having a trusted professional whose role is as much to prevent them from making poor decisions that could harm their financial and lifestyle outcomes as it is to create them,” he says.

Some of the options that are considered when designing your wealth management plan include:

  • Retirement planning and management
  • Cashflow management and monitoring
  • Superannuation planning including self-managed super
  • Tax effective asset ownership and structures
  • Investment advice
  • Income and lifestyle protection policies – see wealth protection
  • Debt reduction and efficient structuring of debt
Get Started

I have been a client of Sherlock Wealth for almost 50 years. The sound advice I have received from Andrew in relation to building wealth through my self-managed superfund (SMSF) has led to its significant growth during that time. Andrew is always available to discuss and analyse the various changes in my situation as well as the constantly changing market. He also assists in implementing strategies to deal with such changes as they arise and he is there to deal with my technical queries about how I can use the SMSF for the benefit of myself and my family.

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 policies we have taken out, and then of course for the way you’ve managed the claim process for us to shield us from having to deal with it directly. It’s quite a sum and as a result, we can pay off our mortgage, and completely shoulders the burden of the tests, consultations, and other expenses we face going forward.”

Trauma Claim

When I suffered a serious cycling accident, the comprehensive suite of insurances recommended by Sherlock Wealth were realised. We were able to have specific injuries and trauma benefits paid on top of a regular monthly income protection payment. This was invaluable during a period in my life when I was unable to work yet still had a family to support.

Dr Bruce Walker

Since becoming a Sherlock Wealth client, my wife Jacinta and I have never felt more in control of our financial wellbeing and secure in the knowledge that if we implement the advice Sherlock Wealth provides us, we can live a life of our choosing. I also wanted to say how proud we feel about your client service ethics and your commitment to the growth and development of the business.

Rob and Jacinta Jones

We truly value the advice and care that Andrew and the team at Sherlock Wealth provide with regard to our financial planning and insurance needs. Andrew is the person we turn to when important life events take place and always helps us to make smart decisions in managing our finances and achieving what’s important for our family.

Rachel and Brett Lunn

One of the things I really valued was going through things step by step. Andrew has a very calming and reassuring ambience about him which creates that trusted adviser, that safe space.

Jo Masters

All of the ‘unknowns’ have been taken away and all of our ‘uncertainty’ has been removed. We now have a clear vision, direction and roadmap with options for getting us to where we want to be.

Thomas Staunton

You are what I call “good people”, it shows in your business, your clients, and I feel very lucky to be working with you.

Fiona Dimos