Hey I'm Andrew. After years of working closely with clients, here's what I've noticed:
Most high achieving people are great at what they do, but when it comes to their money:
They're making the "right" moves (career, house, super) but aren't sure if it's enough
They've got surplus income but aren't confident about the best way to use it
They want to be more proactive with their money but feel stuck in all the noise and options
I love getting to know what matters to my clients - where they're at and where they want to be. From there, we can look at all their options and build a plan that works for them.
The best part is seeing clients make real progress and stay on track, even as life throws different challenges their way.
At Orbit Wealth, we bring together every piece of your financial world to create clarity, choices and opportunties to get your money working for you.
With the trifecta of wealth-building strategies, mortgage broking expertise and tax knowledge, we provide advice that few others can.
What's next?
Book a no-strings-attached 20 minute chat at orbitwealth.com.au
Expertise
My fees
At a glance
- Adviser status Bronze
- First year providing advice 2024
- Years of experience 1
-
Highest qualification
- Master of Financial Planning
-
Language spoken
- English
Orbit Wealth Pty Ltd
Suite 9, 14-16 Suakin StPymble, NSW 2073
Opening hours
- 8:30am – 6:00pm Monday, Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Adviser Services Hub Pty Ltd
AFSL 525625