Your Wealth,
Wildly Well Managed
We make money decisions effortless, intentional, and tailored to you. Begin with a relaxed discovery call, then move into an initial planning session and a strategy concept meeting designed to reveal opportunity, align priorities, and map out the smartest way forward. We then craft a bespoke Statement of Advice with clear, actionable steps and guide you through implementation and ongoing reviews as your life evolves. From cash flow and debt management to investing, wealth creation, super, insurance, retirement, and estate planning, we clear the noise and deliver premium guidance, structure, and strategy so your money elevates your lifestyle and supports the future you want.
OUR SERVICES
OUR SERVICES
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Cash Flow Management
Create a simple, sustainable spending rhythm that fits your lifestyle.
Set up smart structures and automations that do the heavy lifting.
Build habits that make your money work for you in real life. -
Debt Management
Take control of your debt and restructure it to work smarter, not harder.
Refine repayment timelines and reduce interest costs.
Create a clear, confident path toward financial freedom. -
Wealth Creation
Define your goals and craft an investment approach you can actually stick to.
Select diversified, tax-aware strategies that grow with you.
Automate, review and keep your wealth working while you live your life. -
Superannuation
Consolidate where it makes sense and trim unnecessary fees.
Align your investment mix with your goals and life stage.
Keep your super strategy active through regular reviews and contribution planning. -
Retirement Planning
Turn your super into a strategy that supports your lifestyle, not limits it.
Model your income options and make confident choices for the years ahead.
Build a step-by-step plan so retirement feels like freedom, not an endpoint. -
Personal Wealth Protection
Make sure you and your loved ones are covered for life’s “what ifs.”
Review and realign policies so your protection fits your current goals.
Reduce gaps, cut costs and keep your safety net strong. -
Real Life Planning
Model different paths so clarity replaces confusion.
Compare how choices like career changes, relocation, going part time or travel affect cash flow, tax, long term wealth and retirement outcomes.
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Investing
Shape a portfolio aligned to your goals and risk appetite.
Explore cash, fixed interest, property funds, exchange traded funds, shares, listed investment companies and managed funds so you understand your options.
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Ongoing Support & Reviews
Stay on track as life evolves.
We review, adjust and keep your plan growing with you.
Simple, straight talking and here when you need us.
( PROCESS )
The Rebel Wealth Financial Advice Process
FREE Discovery Call
STEP 1
A quick, obligation-free chat to see if we’re the right fit. We’ll talk about what’s important to you, what you’re hoping to achieve and how we can help.
The Initial Deep Dive
STEP 2
$550
This is where we really get to know you. We explore what is important to you, reflect on how your money choices have shaped where you are now and discuss potential strategies and the advice journey ahead.
Before this meeting, you will be invited to securely upload your personal and financial information into our client portal so we can prepare thoroughly and make the most of our time together.
This one hour meeting gives you exclusive access to expert advisory insight, tailored education and clarity on your next steps.
The Concept Strategy Session
STEP 3
Here’s where the magic starts. We bring together the insights from your initial meeting and start shaping your strategy concept. We’ll workshop ideas, test scenarios and show you what’s possible before preparing your personalised advice.
This session focuses on clarity, direction and collaboration to make sure your plan feels right before it’s finalised.
Also called your Statement of Advice, this plan sets out tailored recommendations and clear steps to help you reach your goals.
A holistic financial plan for a couple generally starts from $6,600, depending on the complexity of your situation.
Implementation can take up to six to eight weeks, depending on factors such as dollar cost averaging, insurance applications and how quickly you complete your homework tasks!
All costs are discussed upfront and confirmed before we move ahead, so there are no surprises.
Your Personalised Financial Plan
STEP 4
Implementation Made Simple
STEP 5
Once you’re happy with your plan, we take care of the setup and coordination, managing accounts, investments and providers to bring your strategy to life.
If you choose to go ahead, an implementation fee of $1,500 applies separately. This covers the setup and coordination of your strategies once your advice is finalised.
You’ll have full visibility and guidance throughout the process.
Ongoing Advice and Support
STEP 6
$990
Life evolves, and your strategy should too. We provide ongoing support, annual reviews and regular check-ins to keep you on track as your goals and priorities change.
( PRICE GUIDE )
Your Financial Plan Investment
Before we start to research and build your holistic roadmap, we’ll discuss costs. Here’s a guide to what’s included at each level.
Fundamentals Advice
$4,400
A focused plan covering superannuation and personal insurance, with clear strategy and product recommendations to build a strong foundation fast.
Comprehensive Advice
$6,600
A full, tailored plan that brings together super and personal insurance with wealth creation, cash flow strategies, and (where relevant) pre‑retirement or retirement planning, so every part of your finances works in sync.
Complex Advice
$9,900
A bespoke, in‑depth plan for intricate scenarios such as SMSFs, multiple entities, or multi‑strategy advice, designed to coordinate moving parts and manage complexity with clarity.
( AD HOC PRICING )
Ad Hoc
Financial Advice
Financial Adviser
$1,100 per hour
Financial Administration
Seminars/ Webinars/ Workplace Education
$330 per hour
POA
