Financial advice for the life you want to live
For professionals, business owners and people approaching retirement who want a clear, considered strategy for their wealth.
A clear, personalised plan for giving you confidence to take the actions you need to live the life you truly want.
SOCIAL PROOF
Hear what our clients have to say about us
Over 40 5-star Google Reviews
Does this describe you?
- Am I doing enough to be okay financially?
- Will upgrading the home impact us negatively in the future?
- How do we invest for the children without paying too much tax?
- Should we have an SMSF?
- I've heard about debt recycling but am not sure how it works.
- I can't afford to get this wrong but don't have the time to work it all out myself
- Should I pay off debt or invest in super?
- How do we fund private schooling for the kids?
- Am I on track to live the retirement I desire?
- Should we have a family trust?
- Are my assets structured correctly to deliver the cashflow I need?
If any of these sounds familiar, book in a strategy session here:
WHAT WE DO
We help professionals, business owners and people approaching retirement make confident financial decisions, so their money supports the life they want to live.
We bring together strategic financial planning, investment management, superannuation and retirement advice, tax-aware wealth strategies, personal insurance and ongoing guidance into one clear, coordinated plan.
STRATEGIC FINANCIAL PLANNING
SUPERANNUATION & RETIREMENT ADVICE
PERSONAL INSURANCE
INVESTMENT MANAGEMENT
TAX-AWARE WEALTH STRATEGIES
ONGOING GUIDANCE
Rather than offering generic product recommendations or focusing only on investment returns, we take the time to understand your goals, family, business, lifestyle and concerns, then turn the complex decisions into practical next steps. Our advice is personal, proactive and designed to evolve with you, whether you are building wealth, managing the demands of a business, preparing to retire, or seeking clarity and confidence about what options you have available to you.
OUR PROCESS
What Working With Us Looks Like
A clear path from your first strategy call through to implementation and ongoing advice.
01
Book a Strategy Call
Complete a short questionnaire & meet with us online for a 45-minute consultation.
02
Engage Our Services
If we are the right fit, you engage us and we book Planning Meeting 1.
03
Advice Program
Over 8–12 weeks, we clarify your goals, model scenarios, explore options and prepare your strategy.
04
Implementation
Once you are happy with the strategy, we put it into action and coordinate the next steps.
05
Ongoing Service
We meet regularly, review your progress and adapt your strategy as life evolves.
Case Studies
Michael
Michael worked for the same company for over 30 years. With over $3m in super he was subject to Div 293 and Div 296 tax.
WE HELPED HIM BY
Modelling various scenarios to show the outcomes of various options he had such as retaining the current home while moving into a retirement home. Passing on an inheritance early to the children and maximising travel expenses in retirement without running out of money.
Build a super portfolio that was more transparent where he had more control.
And helped him re-structure his super to be split with his spouse to make all his retirement savings tax-free. This improved his cashflow in retirement considerably.
Ashleigh
Ashleigh is a tech professional earning a high income with most of her wealth tied up in company stock.
WE HELPED HER BY
Helping her get clear on the life she wanted to live. The freedom, flexibility and impact she wanted to have and modelled out various trajectories she could consider before she selected the one that resonated with her most.
We then implemented a financial strategy that diversified her investments, reduced her tax through structuring, and got her into her first home. She also had a clear pathway to financial freedom where she would be able to reduce her income and focus on work she was more passionate about.
Yasmin & Sameer
Yasmin and Sameer are business owners who have been extremely successful in their family business but felt they were working too hard and everything relied on the business which created some stress.
WE HELPED THEM BY
Getting clear on where they were currently at and where they wanted to be.
Building a cashflow model that reflected how they would convert their business success into personal wealth for their future.
Mapping out an exit event that minimised tax and maximised their cashflow for the future they desired after the business.
Getting their supers back on track after many years of self-employment and minimal contributions.
Why Ikigai Private Wealth
In an industry where clients are often looked at like a spreadsheet, we believe great financial advice should be about far more than investments, superannuation or reaching an arbitrary financial target.
We take the time to understand the life you want to live, the people and priorities that matter to you, and the financial decisions standing between you and that future.
From there, we help you understand the potential pathways available to you and then bring your investments, super, cash flow, tax-aware strategies, business wealth and retirement planning into one coordinated strategy that is clear, practical and built around you.
Our clients value a relationship that is personal, thoughtful and ongoing, not a one-off plan or generic recommendation, so they can make important decisions with greater clarity, confidence and purpose as life, markets and priorities change.
Frequently Asked Questions
What happens in the initial consultation?
Our first meeting is about getting to know you. We’ll talk about where you are today, what you’re working towards and what prompted you to seek advice.
It’s also an opportunity for you to ask questions, get to know us and decide whether working together feels like the right fit.
Is Ikigai Private Wealth right for me?
We work with professionals, executives, business owners and pre-retirees who are looking for considered, personalised advice to help them make the most of their financial position.
You may be building wealth, preparing for retirement or simply looking for greater clarity around the decisions ahead. If you’re unsure whether we’re the right fit, we’d be happy to have a conversation.
Do I need to move my existing investments?
Not necessarily. We’ll first take the time to understand your current investments and how they fit within your broader financial strategy.
If what you have is working well, we’ll tell you. If we see opportunities to improve it, we’ll explain our recommendations and why we believe they’re appropriate for you.
Can you work with my accountant or other advisers?
Absolutely. If you already have an accountant, lawyer, mortgage broker or other adviser you trust, we’re happy to work alongside them.
If you don’t, we can introduce you to experienced professionals from our trusted network. Our role is to help bring the different pieces together so your financial strategy is working cohesively.
How does your ongoing advice work?
Our advice doesn’t end once your strategy is in place. We stay alongside you to implement your recommendations, review your progress and make adjustments as your circumstances, priorities and financial position evolve.
It means you have an adviser who understands the bigger picture and is there to help you navigate the decisions that come along the way.
What does financial advice cost?
Our advice is tailored to your circumstances, so the cost will depend on the complexity of the advice and the level of ongoing support you need.
We’ll explain the scope of our advice and all fees clearly before you decide to proceed, so you’ll know exactly what’s involved.
FINANCIAL CLARITY FOR THE LIFE YOU WANT TO LIVE
Book a complimentary strategy session
A clear, personalised plan for giving you confidence to take the actions you need to live the life you truly want.
Ikigai Private Wealth is a Brisbane-based private wealth, financial planning and wealth management firm helping professionals, business owners and retirees build, manage and enjoy their wealth through personalised financial advice and disciplined investment management across Australia.
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