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.

50-30-20 rule in the water

The 50/30/20 Rule: A Simple Framework for Financial Success

18 Mar 2026 | Latest News

The 50/30/20 rule simplifies budgeting: 50% needs, 30% wants, 20% savings/debt—flexible for any Aussie income.

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Changing themes in global markets present opportunities in 2026

9 Mar 2026 | Latest News

Global market shifts in 2026 open opportunities beyond US/AI dominance: Emerging markets shine, active strategies favored amid volatility and rate hikes.

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Reflecting on Your Financial Year: Top Lessons for Australian Investors

2 Mar 2026 | Latest News

Reflecting on 2025’s market tests, Australian investors can boost 2026 success with consistency, emergency funds, diversification, super reviews, and goal updates.

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