Financial Clarity. Personalised Strategy. Real Results.
Wealth Effect Group, we deliver expert advice tailored to your goals—empowering you to build a secure, confident, and prosperous financial future.
Financial Advice
Setting you up for success
Confidence in Every Financial Decision
At Wealth Effect Group, we remove uncertainty from your financial future. We believe that clarity and confidence are the foundations of long-term success. That’s why we work closely with you to simplify the complexities of financial planning—whether it’s investment strategy, retirement planning, or wealth structuring.
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Our advice is always tailored to your unique goals, with a clear, actionable roadmap that evolves with you. We’re here to ensure your financial strategy is not only achievable, but actively managed and refined over time.
Investment
Strategies
Reaching your financial goals
Strategic Investment Advice. Personalised to You.
We deliver tailored investment strategies designed to help you achieve your financial ambitions. Our experienced advisers take the time to understand your short- and long-term objectives, crafting a personalised plan that aligns with your risk profile and investment horizon.
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Whether you're focused on growing your wealth, securing your retirement, or diversifying your portfolio, we offer expert guidance and forward-thinking solutions to optimise outcomes. With deep market insight and a disciplined approach, we help ensure your investments are positioned for long-term success.
Private Wealth
Focused financial advice
A Strategic Approach to Private Wealth
Our tailored private wealth service is designed to bring clarity and confidence to your financial affairs. You’ll have direct access to a dedicated advisory team who take a holistic view of your goals, lifestyle, and evolving priorities—crafting a strategy that protects and grows your wealth over time.
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From portfolio construction to tax efficiency and estate planning, every recommendation is precise, considered, and aligned with your long-term objectives.
We prioritise enduring partnerships and strategic insight—ensuring you remain informed, empowered, and well-positioned for the future.
Retirement Planning
Stress-free retirement strategies
Retirement, Reimagined
We specialise in helping clients approach retirement with clarity and confidence. Our role is to help you answer the questions that matter—do you have the right investment mix? Are your assets aligned with your risk profile? How will rising living costs impact your future lifestyle? And what income can you reliably draw upon?
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Through a personalised retirement strategy tailored to your goals and lifestyle, we provide expert guidance across superannuation, investment planning, and income structuring. Our disciplined approach ensures your retirement savings are optimised and your financial independence is protected.
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With a clear plan and ongoing advice, you can move forward with confidence—knowing your retirement is not only secure, but designed to support the life you want to lead.
Self-Managed Super Funds
Making SMSF easy
SMSFs: Control, Clarity, and Confidence
We provide comprehensive guidance on self-managed super funds (SMSFs), helping you take greater control of your retirement strategy. While SMSFs offer flexibility, tax efficiency, and the potential to enhance returns, navigating the regulatory landscape can be complex.
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Our experienced team delivers end-to-end support—from establishment and compliance to investment oversight—ensuring your fund is structured effectively and managed with precision. Whether you're seeking portfolio diversification, fee efficiency, or greater strategic control, we’re here to guide you every step of the way.
With a disciplined approach and tailored advice, we help position your SMSF to support long-term financial independence and a confident retirement.
Debt Management
Balancing the right kind of debt
Debt Strategy with Purpose
We help clients find the optimal balance between financial security and effective debt management. Whether you're navigating personal loans, credit facilities, or broader financial obligations, our approach is designed to simplify complexity and support long-term financial wellbeing.
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Our advisers work with you to develop a tailored roadmap—reducing inefficient debt, retaining strategic leverage to support investment outcomes, and optimising cash flow and tax efficiency. Every recommendation is grounded in clarity, precision, and your broader financial goals.
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With disciplined advice and ongoing support, we help you take control of your financial position and move forward with confidence.
Life
Insurance
Protecting your loved ones
Protect What Matters Most
We offer comprehensive life insurance solutions designed to safeguard your family’s financial future. In the event of the unexpected, the right cover can help preserve your loved ones’ lifestyle, provide financial stability, and ease the burden during a difficult time.
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Our advisers work closely with you to identify the right level of protection—whether it’s term life, income protection, or tailored cover aligned with your broader wealth strategy. We simplify the complexities, ensuring your policy is structured to meet your needs today and adapt as they evolve.
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With clarity, confidence, and expert guidance, we help you secure peace of mind—knowing your family’s future is protected.
Family
Law
Supporting you through divorce
Strategic Guidance Through Family Law Matters
We provide specialised financial advice to support clients navigating separation and divorce, ensuring your financial interests are protected with clarity and confidence. Working in collaboration with family law professionals, we help define your key financial priorities and develop a tailored strategy that reflects your long-term goals.
From asset management and property division to post-settlement planning, our approach is both considered and personal. We understand the complexities of family law and offer discreet, expert guidance to help you achieve a fair and sustainable financial outcome.
With a focus on stability and forward planning, we’re here to support you with practical solutions and trusted advice—so you can move forward with confidence.
WE.Private
Private wealth management
Our tailored private wealth service is designed to bring clarity and confidence to your financial affairs
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You’ve probably got enough on your plate already…So why take on worries that you don’t have to?
Scottish Level 4 90 Williams Street, Mebourne, VIC 3000
2Building 1 Suite A1 Level 3, 209 Robina Town Centre Drive, ROBINA, QLD 4226
1300 459 101
