We provide bold thinking and astute advice, built around you.

Running a business is all-consuming.

We work with business owners to ensure their personal wealth keeps pace with their success - from effective assets structuring, to planning for what comes after the business.

For those with significant assets and complex financial lives, we provide the kind of comprehensive, considered advice that’s more than just investment management.

We look at the full picture - across generations, structures and everything that matters.

Whether you've sold a business, received an inheritance or are navigating a significant life change, moments of transition require clear thinking and trusted advice.

We help clients make the right decisions at the right time.

Considered portfolio management built around your goals, your risk profile and your timeline.

Whether you're seeking comprehensive investment advice or you're self-directed and simply looking for a trusted professional to validate your decisions - we can help.

We take care of your investments for you so you can focus on what's generating your success, and enjoy your wealth - today, and for generations to come.

Strategic advice to grow what you've worked to build.

From structuring your affairs to maximising opportunities, we help you make the most of where you are and where you're going.

Our wealth creation solutions cover:

• Retirement planning
• Superannuation and SMSFs
• Tax optimisation
• Family trusts
• Assets and investing
• Personal insurance
• Estate and future life planning
• Intergenerational wealth

All supported by the Sherlock Wealth Portal.

Protecting what you've built is as important as growing it. We provide insurance and estate planning advice that ensures your wealth - and the people it supports - are secure for the long term.

INSURANCE

We have been providing personal insurance advice since 1970 - across life cover, income protection, trauma, TPD and child cover - and have facilitated tens of millions in claims for our clients over that time.
We know the providers, we structure your cover into your broader wealth strategy, and we manage every claim personally, from lodgement through to payment.

ESTATE PLANNING

We help you structure your affairs so that your wealth reaches the people it's intended for. We provide ongoing advice, education and counsel for everyone involved, from benefactor to beneficiaries.

Whether it’s chairing family meetings, sorting through technical details or reviewing and validating existing investment decisions and structures, our relationship-based approach will ensure your wealth is preserved and passed on to the next generation and beyond.