At Wealth Management Matters we're different.

Your goals are our goals.

Your sucess is our success.

Our Solutions

We provide wealth management integration solutions for accountants and financial planning businesses. These include…

At Wealth Management Matters, our goal is to help you reach your potential, whether you are just getting started, building your wealth, preparing for retirement or enjoying life after work.

Superannuation

Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.

Insurance

Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right insurance solution for you and your family.

Debt Management

Effective debt management is not just about the interest you pay, but also the type of assets you’re investing in and prioritising your debts.

Retirement Planning

Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money. You also can benefit from compounding returns.

Estate Planning

We’d all like to leave a legacy and provide for those closest and dearest to us once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time.

Investment

Building an investment portfolio is something that most people can do. If you’d like to get started and have your money to start working for you, please contact us

Step 1

Discovery Call

Let's have a quick chat to see how we can work together to help you achieve your goals.

Step 1

Step 2

Gather Data

We gather data about all aspects of your financial situation so we take a comprehensive look at your life and finances.

Step 2

Step 4

Financial Plan

We create a personalised financial plan that will serve as a roadmap towards your goals.

Step 4

Implementation

We set your financial plan in action by implementing all your personalised strategies.

Step 5

Support

There is no 'set and forget it' here. We stay in touch and review your plan based on major life changes or market factors.

Step 5

Integrated client management and marketing

You worked hard to build up your client base, and it is the lifeblood of your business. We can help you maintain those clients with highly efficient client management systems and processes that simplify and streamline tracking and managing of client data. We can also help you to grow your business and gain new clients through our effective and tailored marketing services.

Platform Solutions

Our platform solutions allow your business to quickly and easily implement, run and manage processes without the need to build or maintain the associated infrastructure. Our solutions are tried and tested, and require minimal time and effort. We like to call them ‘plug and play’ solutions – they are designed specifically for the needs of your business and can grow and change as you do.

Practice and business management

We provide solutions across every aspect of your business. Our expert team works with you to assess your current position, identify your short and long term goals, and discuss your present strategy to ensure you have the tools, people, structure and processes to deliver the best possible outcome for your clients – along with the best possible strategy for growth, security and compliance.

Best practice advice processes

We understand the importance of regulatory compliance, and we also understand that your employees need to make the most of their time. Our best practice advice processes not only ensure industry-compliant solutions and methods, they also reduce the administration load on your staff, leaving them with more time to actually do business.

Research and tailored portfolios

We provide detailed, up-to-date and highly accurate market, product and service research to help you to make the best choices for your clients at every level, and our tailored portfolios provide targeted, client-specific plans to ensure you have the objective information you need to make informed choices.

Self Licensed Services

If at the end of the day you love all that WMM has to offer but want your own AFSL we can help you with that also. We can work with you to assist you to establish and run your own AFSL and still have access to the solutions that WMM provides. This still allows your practice to be part of our collaborative community of Integrated Wealth Management businesses.

Member Firms

Wealth Management Matters work with partner firms to provide much more than wealth management integration for accountants and financial planners.

Stress less. Take Control. Plan Ahead.

We make the complex simple.

About Wealth Management Matters

Wealth Management Matters was founded in 2016 by a passionate group of Chartered Accountants who were frustrated by not being able to deliver timely and tailored solutions that were client-focused.

Wealth Management Matters offers their partner firms a collaborative and professional partnership in which they are privileged to be part of their clients’ journey; and are provided with the tools to effectively direct and lead their clients towards their desired outcomes.

Wealth Management Matters is all about supporting likeminded integrated wealth management businesses, and our goal is to ensure our partner firms have all the tools and support they need to focus on helping clients achieve their financial goals and objectives.

Wealth Management Matters partner firms are committed to the success of the group as a whole, and are freely able to share and collaborate for the mutual benefit of all.

We believe that being privately owned is critical to our success, allowing us to choose the best outcome for our partner firms and their clients.

At Wealth Management Matters, our goal is to support, guide and grow partner firms, providing both invaluable support and a wide-reaching network – which in turn allows our partner firms to effectively meet the needs of their clients.

What our clients and partners say about working with Wealth Management Matters…

James McCowan is a hard-working, capable manager with a huge scope of experience across the Australian financial planning market. In my experience, there are few people in financial planning management capable of combining hard-headed process due diligence with the soft management skills required in our industry. James McCowan has that capacity, and I recommend his services wholeheartedly and unreservedly. Business development has taken a back-seat to compliance and process management for most financial planning practises over the past few years, as our industry has faced continual upheaval and change. Breaking through that morass of bureaucracy for true efficiency and profitability gains while meeting or exceeding compliance KPI’s is the true ‘name of the game’ for financial planners today. James’ mix of business and people skills make him ideally placed to provide the sort of support that can energise and prod planners to step above the crowd and push our industry ahead. My business has utilised James’ skills in the past and I am certain that any financial practise would benefit in securing his services.

As a trusted financial advice specialist, autonomy, independence and integrity are the cornerstones on which we believe financial advice should be based. Our simple investment philosophy is built around helping clients work towards the ability to produce more income than they require on an annual basis to live; and to ensure the wealth and capital they create through this process over time is protected. In a financial world driven by large institutions and their hunger for profits and commissions, it is important to us that we provide another option for our clients who are seeking more independent advice on a fee-for-service basis. WMM allows us the freedom to provide that advice to our clients in a non-institutionally aligned way, whereby our predominant focus is always on our clients financial needs, goals and aspirations. WMM also affords the autonomy and freedom to negotiate directly with financial service providers to ensure the best possible deal for our clients financially, which is imperative to us. Our relationship with WMM’s Director James McCowan has always been excellent. James’s experience as both a Practice Development Manager and a Responsible Manager for Financial Licensees has ensured James understands what it is our clients are looking for. It is this understanding that has made our transition to WMM such a smooth one, and in turn has allowed us to remain focused on our core business which is providing quality tailored advice services to our clients.