Our Services at
Ikigai Wealth
For Australians who want more than just numbers - they want a plan that feels right.
Life-centred financial advice, based in Brisbane and trusted by clients Australia-wide.
Ikigai Wealth provides life-centred financial planning and coaching services – helping you simplify decisions, grow with confidence, and live in alignment with what truly matters.
Life-Centred Financial Advice for Every Stage
We work with clients across Australia to simplify complexity and bring focus to what matters most. Whether you’re preparing for retirement, growing wealth, or managing business success, our advice is built around your life – not just your balance sheet.
Here’s how we turn that philosophy into practical steps that create clarity, calm, and a sense of direction in your financial life.
From Clarity to Confidence: How We Help
Helping you make clear, life-centred financial decisions that feel right.
Coaching & Discovery
Gain clarity on what truly matters most, so your money supports your life, not the other way around. Through guided conversations, we uncover your values, priorities, and goals to form the foundation of every financial decision.
Financial Advice & Wealth Strategy
From structure to strategy, we design a roadmap to help you achieve your goals. We cover cash flow, investments, superannuation, insurance, tax, and more, tailoring every recommendation to support your version of success.
Ongoing Support & Accountability
Life changes, your strategy should too. Our ongoing service ensures you stay on track, adapt with confidence, and always know where you stand, so you can keep moving toward the life you want.
Our 5-Step Planning Journey
Each step is designed to make financial planning simple, transparent, and empowering, with our team guiding you every step of the way.
Who We Work With
We help Australians find clarity and direction in their finances, so they can make decisions that feel right for their lives.
Pre-Retirees (55-65)
Turning uncertainty into confidence for the next chapter.
Professionals & Executives
Aligning growing wealth with life goals.
Business Owners
Turning success into sustainable, long-term wealth.
Our Core Services at Ikigai Wealth
At Ikigai Wealth, we offer life-centred financial planning built around what matters most to you, not just your money.
Retirement Planning
Helping Australians approaching retirement feel confident about the next chapter, with clear income strategies, super planning, and lifestyle goals that last.
Wealth Strategy
Creating tailored investment, superannuation, and tax-efficient strategies for professionals and executives who want to grow wealth with clarity and purpose.
Beyond the Business
Guiding business owners to align their success with personal wealth, structure, and security beyond the business, so their money supports the life they want.
At Ikigai Wealth, we start by listening – to your goals, your values, and your vision of the life you want. Then we shape a practical financial strategy that makes sense for where you are and where you want to go.
What You Can Expect
- Personalised advice from licensed, experienced advisers
- Clear, down-to-earth guidance, no jargon, no pressure
- Commission-free, and client-focused.
- Based in Brisbane, trusted by clients Australia-wide.
- Tailored strategies for wealth builders, business owners, and pre-retirees
Curious about what it’s like to work with a financial adviser?
Frequently Asked Questions
What kind of services do you offer?
We provide tailored financial advice, wealth management, retirement planning, and ongoing coaching. Whether you’re preparing for retirement, building wealth, or managing a business, we help you connect your finances with your life goals.
How do I know which service is right for me?
We’ll start with a short chat to understand where you’re at and what you’d like to achieve. From there, we’ll recommend the service or package that best suits your goals and timeframe.
How long does the planning process take?
Most clients complete their initial plan within a few weeks. We handle the details and coordination, so the process feels easy and structured, never rushed.
Can you work with my accountant or existing adviser?
Yes, collaboration is key. We often work alongside accountants, lawyers, and other professionals to ensure every part of your financial world is aligned.
What happens after the plan is delivered?
That’s when the real value begins. We stay by your side with ongoing support by reviewing, adjusting, and guiding you as life changes, so your plan always stays relevant.
Real Client Stories
See how our clients across Australia have turned advice into action. Finding clarity, purpose, and peace of mind through financial planning.
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