Personal Wealth Advice
for Business Owners
You spend your time building your business. We help you build the personal wealth, financial security and long-term freedom that should come with it.
Your Business Should Build Your Wealth
Many successful business owners have significant value tied up in their business, yet relatively little invested personally.
We help you create a strategy that turns business success into lasting personal wealth through investments, superannuation, tax-smart planning and disciplined wealth management, so your future isn’t dependent on the business alone.
From Business Success to Personal Wealth
Build Strong Foundations
We take the time to understand your business, personal finances and long-term goals, creating a strategy that supports both your lifestyle and future wealth.
Create Your Wealth Strategy
Together we develop a personalised strategy covering investments, superannuation, cash flow, tax planning and wealth creation outside your business.
Grow With Confidence
As your business evolves, we continually refine your personal wealth strategy so you’re making smart decisions today while preparing for tomorrow.
Why Business Owners Choose Ikigai Private Wealth
- Turn business profits into personal wealth
- Build investments beyond your business
- Tax-smart wealth strategies tailored to your circumstances
- Advice that evolves as your business grows
- Work collaboratively with your accountant and legal advisers
- Long-term partnership focused on financial independence
Financial Planning & Private Wealth Services
Investment Management
Build long-term wealth with an investment strategy tailored to your goals.
Superannuation Strategy
Use superannuation strategically to build retirement wealth while maximising tax efficiency.
Tax-Smart Wealth Strategies
Structure your finances so more of your wealth stays working for you.
Business & Personal Wealth Structuring
Align your personal and business finances to support long-term wealth creation.
Cash Flow & Wealth Planning
Improve cash flow, manage debt and create a stronger financial future.
Estate Planning & Asset Protection
Protect your wealth and ensure it’s passed on according to your wishes.
Real Client Stories
Yasmin, Creative Agency Founder
Adrian, Plumbing Business Owner
What Our Clients Say
“All our dealings with Devan and Winston have been very professional. Devan is very thorough and knowledgeable about the advice he is giving. We would definitely recommend having a chat with Devan to see how he can guide you into retirement.” – Gloria, QLD
“I cannot recommend Devan highly enough! As a financial planner, Devan has been a game-changer for me this year. His expertise and dedication have made a significant impact on my financial well-being. Devan came highly recommended by a friend who has been using his services for several years. From the moment I started working with him, I felt comfortable and knew I was in good hands. His availability and willingness to help whenever I have questions or concerns have been unparalleled. Devan genuinely cares about his clients and goes above and beyond to ensure their success.” – Seb, NSW
“Ikigai Wealth helped me to see what my retirement will look like if I just calm down and enjoy life a little now & then look at ways to make small changes to that only as needed and only in ways that with significantly improve the end result without adding undue stress to my life now. It gave me a whole new perspective and space to focus on what’s really important to me. They have helped me to set up some smarter investment strategies & understand my long term financial position but this revelation that I don’t need to work so bloody hard was the biggest unexpected bonus!” – Juliet, NSW
Business Owner FAQs
Is this advice for my business or for me personally?
While we understand business finances, our focus is helping business owners build and protect their personal wealth.
When should I start building wealth outside my business?
Ideally as early as possible. Diversifying your wealth reduces reliance on the future value of your business.
Can you work alongside my accountant?
Absolutely. We regularly collaborate with accountants and other professional advisers to ensure your strategy works together.
Do you provide investment management?
Yes. We create personalised investment strategies and provide ongoing portfolio management aligned to your long-term objectives.
Can you help reduce tax?
We provide tax-aware financial strategies and work closely with your accountant to help improve after-tax outcomes.
What if most of my wealth is tied up in my business?
That’s exactly where many of our clients start. We help create a plan to gradually build personal wealth alongside your business.
How often do we review the strategy?
Your strategy is reviewed regularly so it continues to evolve as your business, income and personal goals change.
How do I get started?
Everything begins with an initial conversation where we learn about your business, personal goals and financial priorities before recommending the right path forward.