in your corner.

We get you because we are you.

Why choose us?

We are second generation Australian family owned.

We have more than 50 years of wealth creation and protection expertise.

Our long and trusted heritage combined with our forward thinking and innovative approach is unique.

Our dedicated Sydney based executive team is highly qualified with many years of knowledge and experience.

In more than five decades of providing wealth protection advice, we can’t recall ever having a life insurance claim refused.

Second generation Australian family owned.

Our clients become part of the Sherlock Wealth family and we are always there for them and their loved ones.
As a family-owned business, we get you because we are you. We understand family because we are family.

We are trusted. Our track record is proven.

As one of the oldest financial planning firms in Australia, our experience is immense.
We are known and we know what we are doing. We’ve managed the various economic cycles.
We’ve partnered with our clients through the ups and downs of their lives and those of their generations.
We are here for the long term because we are innovative, forward thinking and adaptable.

We solve the complicated. We manage the complex.

Experts at solving the complicated and managing the complex.
Our smart and highly qualified team is led by our owner and industry leader, Andrew Sherlock.
With more than 30 years’ experience, Andrew is a Chartered Accountant with a background in funds management.
One of the first Australians to obtain the Self-Managed Superannuation Specialist accreditation, one of only a few Australian advisers to be a Certified Investment Management Analyst and one of only a handful in this country to be invited to be a lifetime member of the prestigious MDRT Top of the Table, Andrew’s range of qualifications are unusual and unique.

We get insurance and we get claims paid.

With 50 years of experience, we know the products, we know the providers and they all know us!
We are experts at matching the right policy to the right person for the right reason.
We manage policies, identify claims opportunities and get claims paid.

We appoint a team to every client.

We appoint a team to every client portfolio with both advice and service expertise.
We can do this because we are well resourced and efficiently run.
Our team approach ensures there is always someone in your corner, there for you and across your affairs.

Who we work with

Our clients reach out to us because they are successful families, senior executives, professionals, business owners and
self-funded retirees who are:

  • Time poor, leading busy lives with complicated financial affairs,
  • Wanting to maximise their success through smart financial management,
  • Looking to grow, protect and succeed in their wealth,
  • Sophisticated investors needing comprehensive advice,
  • Undergoing a liquidation event – sale of an asset, inheritance, payout or divorce.


Your future. Our purpose.