A wealth journey inspired by you

Aquinance is pioneering wealth management for modern advice needs. Combining timeless wealth principles and artful innovation, we create bespoke solutions for our truly valued clients.

Who we are

Intelligent and thoughtful financial guidance

We are deeply trusted financial and investment experts who provide holistic, intelligent and thoughtful guidance for individuals, families and corporations. Our open-mindedness and diversity of thinking delivers key insights when formulating solutions to enhance the lives of our clients.

aquinance-financial-adviser-ben-crowe

Our services

Focussed on delivering outstanding value

Wealth management

Our core expertise lies in wealth management, where we strategically navigate the complex financial landscape to preserve and grow your wealth. With a focus on risk management, market insights and opportunity, we aim to ensure a secure financial future.

Strategic planning

Your goals, needs and highest values are the foundation of our financial planning services. Together we create a personalised roadmap that encompasses everything from superannuation and retirement planning, to education funding, estate planning, tax efficiency and wealth creation.

Investment strategies

Guided by our leading research and market expertise, we design investment strategies that align with your risk tolerance and financial goals. Our approach combines timeless principles with innovative techniques to navigate the ever-changing investment and political landscape.

Estate and legacy planning

Beyond today, we help you shape a lasting legacy for the future. Our estate planning strategies help to safeguard your wealth, minimise tax implications, and optimise intergenerational wealth transfer.

Risk management

Life is full of uncertainties, and most of us only like surprises that we like. Your financial security doesn't have to be compromised. Our risk management strategies safeguard your wealth against unforeseen events, providing you with peace of mind in times of uncertainty.

Relationship focussed

At Aquinance, you're more than a client. You are a wealth partner and we are co-creating your story together. Our wealth journey together is inspired by you, your aspirations and our desire to make a meaningful difference in your life.

colourful clocks stacked on top of each other in a pile

Planning for the inevitable and getting your estate in order

23 Apr 2025 | Latest News

Estate planning can greatly reduce stress for your loved ones. Focus on key areas like superannuation allocation, avoiding dying intestate, and providing quick support for dependents to ensure your wishes are met and disputes are minimised.

Read article
Stock market exchange finance data analysis

Financial analysis paralysis

15 Apr 2025 | Latest News

Feeling stuck making financial decisions? Break free from analysis paralysis with a simple checklist to boost your confidence, savings, and long-term goals.

Read article
rocket launch paper mache

Boost your future: How extra super contributions add up

7 Apr 2025 | Latest News

As the financial year concludes, consider boosting your superannuation through additional contributions to enhance your retirement savings, benefiting from compound interest and favorable tax treatments. Despite many Australians lacking knowledge about their contribution possibilities, strategic planning now can significantly improve future financial security.

Read article
More insights