Financial Planning
& Wealth Advice
Personalised financial planning, retirement advice and wealth management for professionals, business owners and pre-retirees across Australia.
Private Wealth Advice, Built Around Your Life
Whether you’re preparing for retirement, building significant wealth or managing the rewards of business ownership, we provide personalised private wealth advice that brings together financial planning, wealth management and long-term guidance, all tailored to the life you want to live.
From Clarity to Confidence: How We Help
Discover & Clarify
We begin by understanding your values, priorities and goals. Together, we create clarity around what matters most, forming the foundation for every financial decision that follows.
Private Wealth Strategy
We develop a personalised private wealth strategy that brings together cash flow, investments, superannuation, tax planning, insurance and estate planning into one cohesive roadmap for your future.
Long-Term Partnership
Life changes, and your strategy should too. Through ongoing reviews, proactive guidance and disciplined wealth management, we help you adapt with confidence and stay focused on the life you’re building.
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.
Financial Planning & Private Wealth Services
Retirement Planning
Helping Australians approach retirement with confidence through personalised retirement income strategies, superannuation planning and practical advice that supports the lifestyle they want to enjoy.
Private Wealth Advice
Helping professionals and executives build, manage and protect their wealth through personalised investment strategies, superannuation advice, tax-effective planning and long-term financial guidance.
Business Owners
Helping business owners build lasting personal wealth alongside business success through strategic financial planning, investment advice and long-term wealth management.
Why Choose Ikigai Private Wealth
- Advice built around your life, not products.
- A personalised wealth strategy, never a one-size-fits-all plan.
- Ongoing partnership as your life and finances evolve.
- Disciplined investment management focused on long-term outcomes.
- Experienced advisers working alongside your accountant and other professionals.
Frequently Asked Questions
What services does Ikigai Private Wealth provide?
We provide personalised financial planning and private wealth advice tailored to your goals and stage of life. Our services include retirement planning, investment and wealth management, superannuation advice, cash flow planning, tax-effective strategies, personal insurance, estate planning and ongoing financial guidance. Every strategy is built around the life you want to live, not just your finances.
How do I know if I need a financial adviser?
If you’re making important financial decisions or simply want greater clarity and confidence, professional advice can help. Whether you’re preparing for retirement, growing significant wealth, managing business success or navigating major life changes, a personalised financial strategy can help you make informed decisions and avoid costly mistakes.
What makes Ikigai Private Wealth different?
We believe wealth should support your life. Rather than recommending generic solutions, we take the time to understand your goals, values and priorities before building a personalised strategy. We combine financial planning, private wealth advice and ongoing partnership to help you make confident decisions for the long term.
Do you work with my accountant or other professionals?
Yes. We regularly work alongside accountants, solicitors, mortgage brokers and other trusted professionals to ensure every aspect of your financial strategy works together. Collaboration often leads to better outcomes and a more seamless experience.
Do you offer virtual appointments?
Absolutely. While we’re based in Brisbane, we work with clients across Australia using secure video meetings, phone consultations and digital document signing. Many of our long-term clients have never needed to visit our office.
How long does the financial planning process take?
Most new client engagements are completed over approximately 8 to 10 weeks. During that time, we get to know your goals, explore different scenarios, develop your personalised strategy and guide you through implementation. Our ongoing advice service then helps keep your plan aligned as your life evolves.
What happens after my financial plan is completed?
Financial planning isn’t a one-off event. As your circumstances change, your strategy should evolve too. Many clients choose our ongoing advice service, where we provide regular reviews, portfolio monitoring, strategic guidance and proactive support to help keep them on track.
How do I get started?
The first step is a conversation. We’ll discuss your current situation, your goals and whether we’re the right fit to work together. If we are, we’ll guide you through our planning process and develop a personalised strategy designed around your life and long-term objectives.
Who We Typically Work With
We typically work with professionals, executives, business owners and pre-retirees who have built around $750,000 or more in investable assets. Whether your wealth is held in superannuation, investments, property or more complex structures, we help bring everything together into a personalised strategy designed to grow, protect and simplify your financial life.
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