We provide tailored financial advice and wealth-building and retirement strategies.
Career builders and couples juggling competing priorities
You’re building momentum in your career and household income, but life feels financially busy. Between the mortgage, growing super, lifestyle spending, and maybe kids in the mix, it’s hard to know if you’re making the right moves or just treading water. You want to enjoy life now, without sacrificing your future or feeling constantly behind.
We want to help you....
Get clarity on where you’re heading and what you’re working towards
Create a strategy to reduce debt faster without giving up your lifestyle
Build wealth with confidence, not guesswork
Make smart decisions with your income so you stay in control as life gets more complex
Hard workers getting ready to retire
You’ve built your wealth through consistency and a little bit of luck, but you’ve never really had a plan and now you’re getting to the pointy end of your working life. You wonder if you have enough to retire or if you should downsize and are stuck on what’s the next best move. You also want simplicity and reassurance, not complexity.
We want to help you....
Be free from debt by having a plan to pay off the mortgage as soon as possible.
Make the most of your super so it goes further, provides a comfortable lifestyle, and makes work optional faster.
Have a fulfilling retirement while creating a legacy and helping the kids.
Retired and wanting peace of mind
You’re already retired or stepping away from full-time work, and your focus has shifted from building wealth to enjoying it. You want to feel confident your money will last, support your lifestyle, and give you flexibility for travel, family, and the unexpected.
You also want simplicity and reassurance, not complexity.
We help you to:
Create reliable income streams that support your lifestyle
Protect your assets and manage risk as your needs change
Reduce financial stress by simplifying and organising your finances
Enjoy retirement knowing your money is working for you, not worrying you
Intergenerational advice and succession planning
You’ve built wealth over time and want to ensure it’s protected, structured properly, and passed on in the most effective way. Whether you’re supporting adult children, planning for future generations, or navigating complex family dynamics, you want advice that looks beyond just you.
You care about legacy, fairness, and clarity.
We help you to:
Structure wealth to support both your lifestyle and future generations
Plan ahead for estate, succession, and wealth transfer
Reduce complexity and potential family conflict
Create confidence that your financial legacy reflects your values and intentions
Financial advice can be the most valuable investment you ever make.
At Orbit Wealth, we combine all the different components of your financial world and turn them into a strategic plan that creates a life full of more opportunities, choices, and peace of mind.
Saving & Spending
CASH FLOW MATTERS
Put your money on autopilot, making it easy to save, cover expenses, and spend with confidence—without the guilt trip. We’ll help you create a cash flow system that works for your lifestyle
Wealth Protection
LIFESTYLE PROTECTION
Be prepared for the roller coaster of life with the right level of insurance and asset protection. We take care of it all, from the jargon to the paperwork and have your back if you need to make a claim.
Lifestyle Planning
KNOW WHERE YOU’RE GOING
Turn your vague ideas and biggest dreams into clear actionable goals. We help you get clarity and then do the math so you can see how and when you can make them a reality.
Debt Elimination Strategies
DEBT FREE
Use good debt to your advantage and pay off bad debt sooner. We review your debt situation from all angles and provide practical solutions that work in your everyday life.
Fast Track Wealth Building
ACCELERATE
The sooner you begin investing, the sooner you can take advantage of compounding returns. Wherever you're at in life, building your investments now means reaping greater rewards down the road.
Wealth Building Strategies
INVEST FOR THE FUTURE
Transform your haphazard investments into a portfolio that maximises your money and aligns with the different stages of your life and sleep at night factor.
Retirement Optimisation
PRE-RETIREMENT PLANNING
Whether retirement is 15 or 5 years away, we help you assess your current finances, define your desired retirement lifestyle, estimate future income needs, and creating a strategy to bridge any gaps. So you can retire on your terms.
Legacy Planning
INTERGENERATIONAL ADVICE
We focus on structuring wealth and assets for transfer across generations. Know that whatever happens, your wishes are clearly documented, legally sound and setup correctly. So you have peace of mind your legacy is set.
Build Wealth While You Sleep
PASSIVE INCOME
Imagine having the freedom to choose how and when you work, without being tied to your pay check. By creating streams of passive income, you can grow your wealth in the background, giving you more flexibility and control over your time
Get your money working as hard as you do. Ready to take the next step?
Our Approach - Financial Pathway to YOUR Success
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Get a feel for who we are and how we can help with a quick 20-minute no-obligation phone call or virtual chat, available outside of regular hours if required.
We want to get to know you, your situation, and what you’re looking for from your financial adviser. We’ll share how we work and our process so by the end you’ll know whether working together makes sense.
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Tell us what truly matters to you—both the big dreams and the everyday moments you want to experience in life.
We’ll help you clarify your goals and values, and prioritise what's most important to tackle first.
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Getting your finances sorted is part education, part action. We break down financial concepts and strategies simply so you can understand what’s possible.
We’ll discuss different scenarios and options that will help you achieve your goals so you can decide which ones you want to explore.
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We bring our number-crunching expertise to the table and do the math for each scenario and option.
After our thorough research, analysis and financial modelling, you’ll know the pros and cons of each financial pathway so you can make a confident and informed choice.
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Get the how, what, why, and when of your finances in a clear step-by-step plan. Know the specific actions you’ll need to take to achieve each goal and get support to make it happen.
Wherever possible, we'll do the heavy lifting to get your advice implemented and support you to bring it all together seamlessly.
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You’re busy. But we’re here anytime you have questions or want to discuss your finances.
To give you peace of mind that things are ticking along nicely, we review how your finances are tracking every quarter, and connect with you twice a year to make any tweaks or adjustments to your plan depending on what’s happening in your life and the markets.