Best Wealth Management Consulting Services in Australia

Australia Wealth Management Consultants

This curated list highlights leading outsourced, part-time, fractional, and virtual wealth management consulting firms based in Australia. These providers offer sophisticated financial guidance tailored for high-net-worth individuals, business owners, family offices, and growth-stage enterprises without the overhead of a full-time advisory team. Each firm delivers strategic, independent advice grounded in institutional-level expertise, often through flexible and scalable engagements. Whether the objective is intergenerational wealth transfer, succession planning, business exit preparation, or overall financial optimization, these consultants provide structured solutions aligned to long-term outcomes.

In an industry often saturated with templated offerings or commission-driven advice, these firms represent a clear alternative, emphasising transparency, independence, and deep client alignment. Their operating models are typically founder-led, research-informed, and designed for ongoing partnership rather than transactional service. Many publish their methodologies, prioritise open communication around fees and results, and build client relationships grounded in trust. Collectively, they embody a values-driven approach to wealth management, offering strategic clarity to those navigating complex financial decisions in a rapidly evolving landscape.

🧭 Methodology: How We Chose Them

• Research-driven: We vetted providers based on their publicly available credentials, Assets Under Management, regulatory standing (AFSL, RIAA, etc.), and media or awards coverage.
• Client-reviewed: We prioritized firms with demonstrable client feedback, case‑study impact, or public review ratings.
• Location‑based: All firms are headquartered in Australia, with on‑the‑ground expertise.
  
  

We emphasize radical authenticity and transparency—traits that Digital Reference champions, ensuring each firm aligns with our ethos of honest, clear, data-backed positioning and client-first service.

‍

Knightsbridge Wealth Management

🔗 Website: https://www.kbwm.com.au 

What they do: 

Knightsbridge offers wealth strategies including multi-asset investment management with a strong emphasis on capital preservation, ethical investing, and philanthropic outcomes.

Who they work with: 

High-net-worth individuals, charitable foundations, and professional investors seeking institutional-quality advice.

Operating model: 

Their research-driven model puts capital stability first, building bespoke portfolios that are actively monitored and adjusted.

💡 Why they stand out:

• In-house research team ensures portfolios reflect global insights and local expertise
• ESG and philanthropic alignment through verified accreditations
• Trusted advisor to major for-purpose organisations and foundations
  
  

Thomas Lambert, Founder, Knightsbridge Wealth Management

🔗 LinkedIn: https://www.linkedin.com/in/thomas-lambert-820a8b39

Thomas Lambert leads with an institutional lens, having worked at Ord Minnett and Macquarie before founding Knightsbridge. A CFA charterholder and award-winning advisor, he brings a strong capital markets background with a deep commitment to co-investment. His leadership is grounded in transparency, client alignment, and long-term thinking.

‍

York Wealth Management

🔗 Website: https://www.yorkwealth.com.au 

What they do: 

York Wealth delivers tailored wealth strategies that integrate investment advice with business finance, tax structuring, and estate planning.

Who they work with: 

Business owners, family offices, and high-net-worth professionals managing multi-dimensional wealth.
 

Operating model:

Built on long-term relationships and transparency, with thought leadership shared openly via public platforms.

‍

💡 Why they stand out:

• Combines deep investment expertise with real-world business advisory
• Emphasizes generational wealth transfer and financial literacy
• Publicly shares strategy and performance insights through podcasting
  
  

Murdoch Gatti, Founder, York Wealth Management

🔗 LinkedIn: https://www.linkedin.com/in/murdoch-gatti

Murdoch Gatti blends technical finance expertise with an educator’s mindset. With a background in markets and private advisory, he brings depth and clarity to each client engagement. His podcast, The Rate of Change, reflects his commitment to transparency, financial education, and results that speak for themselves.

‍

Core Wealth Advisors Pty Ltd

🔗 Website: https://www.coreadvisor.com.au 

What they do: 

Core Wealth Advisors provides tailored financial planning and investment advice, an advisory firm that specializes in providing wealth management, superannuation, retirement, and investment selection advice.

‍

Who they work with: 

Time-poor professionals, business owners, and families looking for strategic long-term guidance.
 

Operating model: 

Boutique, virtual-friendly, and focused on clarity over complexity.

‍

💡 Why they stand out:

• Responsive service with a personal, founder-led touch
• Straightforward advice that adapts to evolving life stages
• Built for clients who want substance, not sales
  
  

Chris McKnight, Founder, Core Wealth Advisors Pty Ltd

🔗 LinkedIn: https://www.linkedin.com/in/chris-mcknight-cwa

Chris McKnight is a trusted advisor to ambitious professionals and entrepreneurs. With over a decade of experience, he focuses on building wealth strategies that are practical, transparent, and built for real life. His clients value his calm, strategic presence and clarity in uncertain times.

‍

Allied Wealth

🔗 Website: https://www.alliedwealth.com.au 

What they do: 

Allied Wealth offers comprehensive financial advice from investment management to lending, risk protection, and retirement planning in the wealth industry.

Who they work with: 

Individuals, families, and business clients seeking reliable, relationship-based financial guidance.
 

Operating model:

One-stop advisory model built on long-term client relationships and accessible support.

‍

💡 Why they stand out:

• Full-spectrum advice under one roof
• Transparent, education-first communication style
• Strong foundation in values-based, family-focused planning
  
  

Chris Rae, Founder, Allied Wealth

🔗 LinkedIn: https://www.linkedin.com/in/chris-rae-9a440139

Chris Rae combines decades of experience with a people-first approach. He’s known for translating complex financial concepts into clear strategies, helping clients make confident, informed decisions. His clients trust him not just for his expertise, but for his dependability over the long haul.

‍

Cross Asset Wealth Management

🔗 Website: https://crossassetwealth.com/who-we-are/  

What they do: 

Cross Asset offers high-level investment advice built on cross-border, multi-asset diversification and highly skilled, and passionate global market portfolio managers and private wealth advisors, who are dedicated to helping attain clients' objectives.
 

Who they work with: 

Private clients seeking more sophisticated, globally aligned investment opportunities.
 

Operating mode: 

Institutional-grade advice delivered through a boutique, high-touch client model.

‍

💡 Why they stand out:

• Emphasis on diversification across asset classes and regions
• Strong analytical foundation rooted in institutional finance
• Tailored strategies for wealth preservation and global growth
  
  

Jignasha Patel, Founder, Cross Asset Wealth Management

🔗 LinkedIn: https://www.linkedin.com/in/jignasha-patel 

Jignasha Patel brings over two decades of investment management expertise to private clients. With a foundation in institutional advisory, she offers clarity and confidence through data-driven strategies. Her clients value her disciplined approach and deep commitment to global diversification.

‍

Tullastone

🔗 Website: https://www.tullastone.com.au  

What they do: 

Tullastone provides personalized wealth advice, with services across investment planning, tax strategy, and financial structuring.

Who they work with: 

Professionals, families, and growing individuals seeking agile, digitally-enabled financial partnerships.
 

Operating model: 

Personalised service supported by modern tools and responsive communication.

‍

💡 Why they stand out:

• Lean, independent firm built around modern client needs
• Strong emphasis on accessibility and financial clarity
• Flexible support that evolves with life stages
  
  

Lewis McLeod, Founder, Tullastone

🔗 LinkedIn: https://www.linkedin.com/in/lewis-mcleod-8a139395

Lewis McLeod is a modern financial advisor focused on delivering accessible and strategic planning. Known for his ability to demystify wealth decisions, he helps clients take action with confidence. Tullastone reflects his belief that great advice should be both personal and practical.

‍

Delta Financial Group

🔗 Website: https://www.deltafinancialgroup.com.au 

What they do: 

Delta Financial delivers independent advice with specialisation in SMSFs, retirement planning, and wealth preservation.
 

Who they work with: 

Professionals and families preparing for financial independence or transitioning into retirement.
 

Operating model: 

Transparent, fixed-fee planning with strong emphasis on goal alignment.

‍

💡 Why they stand out:

• Deep SMSF and retirement expertise
• Focused on building long-term security and financial confidence
• Media-trusted source for personal finance insights
  
  

Mike Sikar, Founder, Delta Financial Group

🔗 LinkedIn: https://www.linkedin.com/in/mike-sikar

Mike Sikar draws on investment banking and advisory experience to deliver expert-level personal finance strategies. Known for his structured, independent advice, he helps clients take control of their wealth journeys with clarity and accountability. His thought leadership is regularly featured in national media.

‍

William Advisory Group

🔗 Website: https://www.williamadvisorygroup.com/ 

What they do: 

William Advisory Group delivers private wealth strategy, business succession planning, and long-term financial structure for founders and executives.

Who they work with: 

Business owners, professionals, and leaders navigating growth, exit, or generational transitions.
 

Operating model: 

Strategic, insight-led engagements that help clients grow and protect wealth with purpose.

‍

💡 Why they stand out:

• Strong founder-to-founder advisory approach
• Emphasis on legacy, tax efficiency, and transition planning
• Client coaching to build financial leadership confidence
  
  

Jake Elliott, Founder, William Advisory Group

🔗 LinkedIn: https://www.linkedin.com/in/jake-elliott-william-advisory/

Jake Elliott combines strategic insight with hands-on financial planning. With roots in business consulting, he helps founders create wealth structures that support their long-term vision. Clients turn to him for clear, values-aligned advice during pivotal transitions.

‍

Obsidian Wealth Management

🔗 Website: https://www.obsidianwealth.com.au
What they do:
Obsidian Wealth Management offers comprehensive wealth planning, investment advice, and risk management services with a modern, client-first approach.

‍

Who they serve:
High-net-worth individuals, professionals, and families focused on growth and wealth preservation.

How they work:
They combine data-driven investment strategies with personalized financial coaching to align clients’ portfolios with their life goals.

💡 Why they stand out:
Innovative use of technology and analytics
Emphasis on transparent, fiduciary advice
Founder brings multi-disciplinary financial expertise

Thaveesh Palapathwala, Founder, Obsidian Wealth Management

🔗 LinkedIn: https://www.linkedin.com/in/thaveesh-palapathwala

Thaveesh Palapathwala is a Certified Financial Planner with a passion for demystifying finance and empowering clients. He leads Obsidian with a focus on ethical, transparent advice and has built a reputation for combining cutting-edge analytics with a personal touch.

‍

Phoenix Private Wealth

🔗 Website: https://www.phoenixprivatewealth.com.au/
‍

What they do:
Phoenix Private Wealth offers bespoke wealth management, investment advisory, and financial planning services with a focus on holistic, client-centered strategies tailored to individual goals and risk profiles.

‍

Who they serve:
Entrepreneurs, professionals, and families seeking personalized guidance and wealth growth strategies.

How they work:
They deliver customized financial plans combined with ongoing advisory and portfolio management, emphasizing transparency, discipline, and long-term partnership.

💡 Why they stand out:

• Deep commitment to client education and empowerment
• Strong fiduciary ethos and ethical investing focus
• Modern technology integration for seamless client experience
  
  

Andrew Chan, Founder, Phoenix Private Wealth

🔗 LinkedIn: https://www.linkedin.com/in/andrew-chan

Andrew Chan is a licensed financial adviser and SSA™ professional with extensive experience in wealth strategy and investment management. He founded Phoenix Private Wealth to provide high-net-worth clients with transparent, strategic financial advice that balances growth with risk management. Andrew is recognized for his client-first approach and dedication to empowering investors through education and tailored solutions.

‍

Final Thought

The Australian wealth management landscape is evolving fast. As individuals and businesses seek deeper financial clarity, the role of fractional and independent consultants has never been more critical. The firms featured in this guide reflect a shift toward tailored advice, founder-led accountability, and strategy grounded in lived experience, not sales quotas.

At Digital Reference, we believe the future of professional services lies in radical authenticity, transparency, and visibility. These providers exemplify that future where clients don’t just buy advice, they build partnerships that grow alongside their ambitions. Whether you're looking to protect family wealth, exit a business, or plan the next decade with confidence, these firms offer a modern, independent path forward.

If you're building your advisory team or looking to connect with service providers who truly "get it," we’re here to help make those connections visible.

Explore more:

• Finance Professionals: What Are They and What Do They Do?
• Explore Wealth Management Consulting providers in Australia
• Explore more at Digital Reference 
• See how Digital Reference supports fractional executives

‍