Financial Planning
That Feels Right
We’ll help you create a wealth strategy that’s purposeful, balanced, and aligned with the life you want to live.
Life-centred financial advice, based in Brisbane and trusted by clients Australia-wide.
Grounded in life-centred financial planning, we guide professionals to make confident, well-aligned decisions, so your wealth supports the freedom, fulfilment, and balance you’re working toward.
Life-Centred Financial Planning
You’ve invested in your career, now it’s time to invest in the life you’re building beyond it.
We’ll help you create a clear, purposeful strategy that balances growth, lifestyle, and freedom, so your financial decisions support the life and impact you want to create, today and into the future.
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 – what success and fulfilment mean to you beyond your career. Together we uncover your goals, priorities, and life vision, so your financial strategy reflects what’s truly important to you.
Financial Advice & Wealth Strategy
We design a clear, personalised roadmap for your wealth, covering cash flow, investments, super, tax, and growth opportunities, so you can make confident, well-aligned decisions about your future.
Ongoing Support & Accountability
Life changes, and your strategy should evolve with it. We provide ongoing reviews, data-driven adjustments, and clear guidance to keep your wealth performing and your plan on course.
Our 5-Step Planning J0urney
Your pathway to clarity, confidence, and a wealth strategy that supports the life you want to live.
Who We Work With
Guiding those ready to turn success into lasting wealth and freedom.
- You’re a driven professional or executive ready to take greater control of your financial future.
- You want your wealth to grow strategically, without sacrificing lifestyle, time, or peace of mind.
- You value clarity, expert guidance, and a plan that aligns your finances with the life you’re building.
At Ikigai Wealth, we start by understanding what success looks like for you, in your career, lifestyle, and the life you’re building beyond work. Then we craft a tailored wealth strategy that brings clarity, structure, and momentum to your financial world, so you can make confident decisions and create lasting freedom.
What You Can Expect
- Personalised strategies shaped around your goals and lifestyle
- Straightforward, pressure-free guidance, no jargon
- Commission-free, and client-focused advice
- Trusted by professionals and executives Australia-wide, based in Brisbane
- Tailored strategies for growth, flexibility, and purpose
How We Help
As your career and wealth grow, we’ll help you bring structure, purpose, and confidence to your finances, so your wealth supports the life you’re building.
Strategic wealth planning
Bring together your income, assets, and investments into one clear, cohesive plan.
Investment management
Design a growth-focused portfolio aligned with your goals, timeframes, and lifestyle.
Tax-efficient strategies
Optimise your structures to keep more of what you earn and invest smarter for the future.
Superannuation & long-term planning
Build a strong foundation for financial independence, both now and beyond your career.
Cash flow & lifestyle alignment
Balance growth and enjoyment – so your wealth supports the life you’re actually living.
Have questions about retirement?
Frequently Asked Questions
When should I start building a wealth strategy?
The sooner you create structure, the better. Even if you’re already earning well, having a clear plan ensures your income and investments are working intentionally toward what matters most.
How do I know if I’m making the most of my money?
We’ll review your current structures, investments, and cash flow to identify opportunities, from tax efficiency to smarter investing, so your money supports your goals rather than sitting idle.
Can I still enjoy life while building wealth?
Absolutely. The best strategy balances growth with lifestyle. We’ll help you design a plan that supports living well today while still creating long-term freedom and security.
Real Client Stories
See how others have found direction, confidence, and momentum in their financial journey.
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