Strategic Wealth Advice
for Professionals & Executives
Personalised private wealth advice for professionals and executives who want greater clarity, smarter financial decisions and long-term confidence.
Wealth Built Around You
As your career progresses, financial decisions become more complex. We help professionals and executives bring investments, superannuation, tax planning and long-term wealth strategy together into one clear, personalised plan, so your wealth supports the life you’re building.
From Clarity to Confidence: How We Help
Understand Where You Are
We take the time to understand your life, your finances and what you’re working towards, creating a strong foundation for every financial decision that follows.
Build Your Wealth Strategy
We create a personalised strategy covering investments, superannuation, tax planning, cash flow, protection and future opportunities.
Grow With Confidence
As your life evolves, we continue refining your strategy through proactive advice and disciplined wealth management.
Why Professionals Choose Ikigai Private Wealth
- Advice tailored to your career, income and goals.
- Personalised wealth strategies, never generic advice.
- Tax-smart investing designed for long-term outcomes.
- Disciplined wealth management that evolves with your life.
- Collaborative advice alongside your accountant and legal professionals.
- Long-term partnership focused on building lasting wealth.
Financial Planning & Private Wealth Services
Investment Strategy
Build and grow your wealth with a strategy aligned to your goals.
Superannuation
Maximise your super and prepare for greater financial freedom.
Tax Effective Wealth Creation
Smart strategies to keep more of what you earn.
Equity & Share Schemes
Build and grow your wealth with a strategy aligned to your goals.
Cash Flow & Debt Strategy
Build and grow your wealth with a strategy aligned to your goals.
Estate Planning & Asset Protection
Build and grow your wealth with a strategy aligned to your goals.
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
Wealth Strategy FAQs
Is wealth strategy different from financial planning?
Yes. Financial planning often focuses on specific areas such as superannuation, insurance or retirement planning. A private wealth strategy takes a broader view, bringing together your investments, cash flow, tax planning, superannuation, estate planning and long-term goals into one coordinated strategy. It’s about ensuring every financial decision works together to support the life you’re building.
How do I know if I need a wealth strategy?
If you’re earning a strong income, building assets or finding your financial life is becoming more complex, a wealth strategy can help. Whether you’re growing investments, managing multiple income streams, receiving bonuses or share schemes, or simply want greater confidence in your financial decisions, a personalised strategy can provide clarity and direction.
Do you work with executives receiving bonuses or share schemes?
Yes. We regularly help professionals and executives navigate performance bonuses, employee share schemes, restricted stock units (RSUs) and other forms of equity-based remuneration. We can help you understand the financial and tax implications while incorporating these benefits into your broader wealth strategy.
Can you work with my accountant or other advisers?
Absolutely. We believe the best outcomes come from collaboration. Where appropriate, we work alongside your accountant, solicitor and other trusted professionals to ensure your financial, tax and estate planning strategies are aligned.
How are investment portfolios managed?
Our investment approach is disciplined, evidence-based and tailored to your goals. Rather than relying on generic portfolios, we build personalised investment strategies supported by professional research, ongoing monitoring and regular portfolio reviews to ensure your investments remain aligned with your objectives.
How often will we review my strategy?
Financial planning isn’t a one-off event. As your career, income and priorities evolve, your strategy should evolve too. We provide ongoing reviews and proactive advice to ensure your wealth strategy continues to reflect your circumstances and long-term goals.
Do you only work with high-income professionals?
We primarily work with professionals and executives who are serious about building, protecting and managing their wealth over the long term. While every client’s circumstances are different, we generally work with people who value personalised advice and are looking for a long-term relationship rather than transactional financial planning.
How do I get started?
It begins with an initial conversation. We’ll take the time to understand your goals, where you are today and what you’d like your wealth to achieve. If we’re the right fit, we’ll guide you through our structured advice process and develop a personalised wealth strategy tailored to your circumstances.