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Confident Advice.
Intelligent Wealth.

Intellect Wealth Pty Ltd provides professional financial planning, investment advice, and insurance solutions — built on ethics, experience, and a genuine commitment to your future.

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AFSL
Licence No. 523297
ABN
70 640 680 995
ASIC
Registered & Compliant
Licensed & Regulated
Regulated by ASIC
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Investment Advice
Tailored wealth strategies
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Client-Centred Approach
Your goals, our priority
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AFSL No. 523297
Australian Financial Services Licence
ABN 70 640 680 995
Registered Australian Business
ASIC Registered
Fully Compliant
Cairnlea, VIC 3023
8 Ngami Road
Intellect Wealth
About Us

Advice You Can Trust, Results You Can Measure

Intellect Wealth Pty Ltd is an ASIC-authorised financial services provider dedicated to delivering quality financial advice across investments, superannuation, insurance, and retirement planning.

We operate with complete transparency. Under our Australian Financial Services Licence, we are held to the highest regulatory standards — and we believe that is how it should be.

  • Fully licensed under AFSL No. 523297
  • Personalised strategies for individuals and businesses
  • Retirement, superannuation, and investment planning
  • Life insurance and risk management advice
  • Transparent fees and ethical conduct at every step
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What We Offer

Financial Services That Move With Your Life

Whether you are building wealth, protecting what matters, or planning the retirement you deserve — we have the expertise to guide you.

Financial Planning

Comprehensive financial plans tailored to your circumstances — from first steps to financial independence. We map a clear path forward.

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Investment Advice

Evidence-based investment strategies designed around your risk profile, time horizon, and long-term goals. Grow your wealth with confidence.

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Insurance & Protection

Life, income protection, and trauma insurance — structured to genuinely protect your family and livelihood when it matters most.

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Superannuation

Ensure your super is working hard for your retirement. We review, restructure, and optimise your superannuation strategy.

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Retirement Planning

Transition into retirement on your terms. We create income strategies that sustain your lifestyle and provide lasting security.

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Estate Planning

Protect what you have built. We help structure your estate to ensure your wishes are fulfilled and your family is cared for.

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Our Foundation

Built on Principle. Driven by Purpose.

Every recommendation we make is measured against our commitment to transparency, compliance, and your best interests.

01
Ethics First
We act in your best interests, always. Our advice is free from conflicts and grounded in honesty.
02
Compliance
Fully licensed and regulated by ASIC. We meet and exceed every obligation under the Corporations Act.
03
Transparency
Clear fees, clear advice, clear outcomes. No surprises — just straightforward professional service.
04
Expertise
Deep industry knowledge applied to your unique situation. Experience you can rely on at every step.
How It Works

From First Meeting to Financial Clarity

A straightforward, four-step process designed to put you in control of your financial future.

1

Initial Consultation

We take time to understand your current situation, goals, and concerns — with no obligation.

2

Strategy Development

We research and build a financial strategy tailored specifically to your needs and risk profile.

3

Statement of Advice

You receive a clear, compliant Statement of Advice outlining every recommendation and its rationale.

4

Ongoing Review

Life changes. We review and adapt your strategy regularly to keep it aligned with where you are headed.

Ready to Take Control of Your Financial Future?

Speak with an Intellect Wealth adviser today. No jargon, no pressure — just clear, professional guidance.

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