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.

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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.

Financial planning for a life well-lived

3 Sep 2024 | Latest News

We explore strategies that can assist in balancing financial security with lifestyle, helping you live a rewarding retirement.

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Navigating the realities of grey divorce

20 Aug 2024 | Latest News

Adjusting to life after divorce, particularly later in life, is akin to navigating through some of life’s most challenging events. So, how we manage this period can significantly impact our recovery.

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Introducing kids to their Super power

14 Aug 2024 | Latest News

We look at ways you can transform superannuation from a puzzling concept into a super exciting part of your child’s financial education.

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