About Bespoke Wealth
With over 60 years of combined experience in financial advice, we’ve worked across large institutions, private wealth firms and boutique practices. Bespoke Wealth was created to bring the best of that experience together in one place, delivering high-touch, tailored advice to a deliberately small number of clients.
We act as long-term partners to families navigating complexity: investment portfolios, superannuation, SMSFs, structures, intergenerational wealth transfer and the conversations that sit behind all of it.
Why Bespoke Wealth
At Bespoke Wealth, every client matters. We’re not trying to be the biggest. We’re focused on being the most attentive, thoughtful and aligned to the clients we choose to work with.
Deliberately small client base
We work with a limited number of families so we can stay closely involved in your life, your structures and your evolving goals.
Deep technical experience
Over six decades of combined experience in superannuation, investments, structuring, retirement planning and intergenerational wealth strategies.
Advice that goes beyond the numbers
Financial decisions don’t happen in a vacuum. We bring your family dynamics, values and life plans into the conversation.
Preserve
Preserve
Preserve
Protecting the capital you’ve worked hard to build, so it continues to support the life you want—today and into the future.
Protect
Preserve
Preserve
Structuring your affairs carefully, managing risk and guiding wealth through generations in line with your family’s values.
Prosper
Preserve
Prosper
Growing and evolving your wealth with purpose, so it creates opportunity—for you, your children and those who follow.