From Business Growth
to Personal Freedom
Transform your business success into personal freedom through a structured, purposeful wealth strategy that feels right.
Life-centred financial advice, based in Brisbane and trusted by clients Australia-wide.
At Ikigai Wealth, we start by listening, to your goals, your values, and what you want life to look like outside of your business. Then we create a clear, practical wealth strategy that helps your business success support your personal goals.
Life-Centred Wealth Strategy
Your business is thriving because of your vision and effort.
We’ll help you turn that success into a personal wealth plan that gives you clarity and confidence to live and lead on your terms, right now.
Here’s how we turn that philosophy into action, guiding you toward clarity, confidence, and the freedom to make decisions that feel right.
From Clarity to Confidence: How We Help
Coaching & Discovery
We start with what matters most, your goals, values, and what life looks like alongside your business. Together we shape a vision for how your wealth can support the life you want to live now.
Financial Advice & Wealth Strategy
We design a clear, personalised strategy that aligns your business income, investments, and cash flow with your lifestyle goals, giving you clarity, control, and confidence in your decisions today.
Ongoing Support & Accountability
As life and markets evolve, we keep your strategy on track. You’ll have clarity, regular guidance, and a trusted sounding board to ensure your wealth continues to work for what matters most to you.
Our 5-Step Planning J0urney
Your pathway to clarity, confidence, and a wealth strategy that aligns your business success with the life you want to live.
Who We Work With
Helping business owners align their finances with the life they want to live.
- You’re ready to turn business success into personal progress, building real wealth that supports your life, not just your business.
- You want a clear plan for your personal finances - how to grow, protect, and make the most of what you’re earning.
- You’re looking for confidence that the choices you’re making today will give you more freedom and flexibility in the years ahead.
At Ikigai Wealth, we start by understanding the life you want to build around your business, and how your wealth can give you the freedom to focus on what matters most.
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 business owners seeking structure, freedom, and peace of mind.
How We Help
We’ll help you connect your personal wealth with what matters most, creating a financial plan that gives you clarity, confidence, and choice in how you live today.
Personal wealth strategy
Turn business profits into a structured plan that builds long-term financial security and freedom.
Smart tax & structure planning
Coordinate with your accountant to ensure your income, investments, and ownership structures work efficiently and simply.
Investment strategy
Build and manage investments outside your business to grow wealth and create future flexibility.
Cashflow & lifestyle planning
Create clarity around your income and spending so your money supports the life you want to live, without unnecessary stress or restriction.
Legacy planning
Plan with intention for your family and the impact you want to make, ensuring what you’ve built continues to create meaning beyond your lifetime.
Have questions about building personal wealth outside the business?
Frequently Asked Questions
When should I start planning my personal wealth strategy?
The sooner the better, especially once your business is generating consistent profits. Having a clear personal strategy helps you make the most of what you’re building now, not just later.
How do I know if I’m managing my money in the best way?
We’ll help you assess your current setup, from how you pay yourself to where your money’s going, and design a plan that aligns your finances with your lifestyle and goals.
Can I plan my wealth even if most of it’s tied up in the business?
Absolutely. We work with many business owners in the same position. The goal is to start separating personal wealth from business wealth, so you’re building security and freedom outside the business too.
Real Client Stories
See how other business owners have brought structure to their finances and freedom to their lives.
Adrian, Plumbing Business Owner
How he brought structure to his business and personal finances.
Yasmin, Creative Agency Founder
How she set up her finances for a future business exit.
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