Financial planning for growing families.
Empowering young professional families to achieve greater financial flexibility and security.
Financial Planning for Young Professional Families
Whether you’re planning or growing your family, we can help you to organise and optimise your finances so you can spend less time stressing about money and spend more time with your little ones.
Financial Planning for Gen Y & Millennial’s
We’re not your parent’s financial adviser – we’re a team of Gen Y and Millennial’s so we get that your dreams are bold and different to everyone else’s. We pride ourselves on helping you get ahead so you can Own Your Future.
Family Financial Planning Services
At Wealthy Self, we are passionate about making family financial planning easy, so we can grow your wealth, whilst you focus on growing and spending time with your family. We offer a range of financial services designed to help you and your family create and grow your wealth, to protect your income, assets and family from the uncertainties of the future and to help you achieve your long term family financial goals.
Goals
It’s all about achieving what you and your family dream of
Cash
Let’s organise, prioritise and optimise your spending/savings
Super
Strategically planning your future in the smartest way
Debt
Personalised plans for how much debt you can afford
Protect
Future-proofing your finances to protect you and your family
Invest
Growing your wealth as you grow your family
About Wealthy Self.
Empowering young professional families to feel financially secure, Wealthy Self is a family financial planning business with a difference. We’re run by an ambitious, young professional Gen Y family and we understand the challenges of starting and managing a young family, whilst working and trying to enjoy life too! We are here to help you navigate and organise your finances, so you can achieve the greatest financial flexibility to achieve your family’s goals and dreams – whilst protecting yourselves and your assets. We’re passionate about helping young professional families to spend less time managing their finances and more time raising their amazing kids! We empower our Gen Y and Millennial members to feel financially secure, by planning for their future, today.
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So helpful and thorough! I really enjoyed my experience with David and he is so easy to talk to, especially because I didn’t have much financial knowledge initially. I highly... read more
Lana Mikovic
David was very thorough and helpful throughout working with him. Any questions we had surrounding certain processes he was quick to reach out and walk us through things, as well... read more
Callum Dennis
From the moment I engaged with David, he demonstrated a high level of professionalism and empathy, taking the time to listen to my goals and concerns before developing a customized... read more
Danielle P
I had been trying to find the right financial adviser for months and was about to give up when luckily I came across David! David was by far the most... read more
Jessica Cao
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David was flexible, friendly, sincere, thorough and taught me a lot through the process. I would recommend him to anyone looking for truly individualised advice.
Marie-Louise Singh
When we reached out to David he was immediately warm, personable and explained things in a really clear manner. We have worked with a few financial advisers before, and it... read more
Katrina Gubbins
This was my first time engaging with a financial advisor, as I have set a goal of creating a passive income at retirement and wanted a full review of my... read more
Megan Hay
This was my first time engaging with a financial advisor, as I have set a goal of creating a passive income at retirement and wanted a full review of my... read more
Megan Hay
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I wanted to work with a local adviser and found David after some research online. He was really informative, really listened to our needs and desired outcomes in our... read more
Sasha
Really appreciate David looking at my finances for me and sorting me out.
Ivan Cheung
Dave was easy to work with and always simplified what we thought to be pretty complex subjects and was always more than happy to answer any of our questions. Being... read more
Dylan Mcleod
Dave was easy to work with and always simplified what we thought to be pretty complex subjects and was always more than happy to answer any of our questions. Being... read more
Dylan Mcleod
How It Works
Discover
We help you explore your goals and what’s really important to you and your family.
Create
With your goals in place, we’ll create a personalised, strategic and timely plan to help you get there.
Educate
We’ll present your strategic financial plan, with all our recommendations, in a simple and clear way and we’ll explain how your strategy meets your family’s needs and goals.
Activate
We’ll put your strategic financial plan into action and discuss your ongoing membership options.
Review
Subject to your membership, we will review your financial plan to ensure you stay on track to achieve your family’s goals.
David was by far the most thorough, efficient, effective and trustworthy financial advisor we’ve ever had. By working with Wealthy Self, we’ve reduced our debt, increased savings, have personalized insurances and improved our overall financial wealth and knowledge. We’d tell others if they want improved financial wealth and independence, then don’t waste any time with anyone else and see David at Wealthy Self straight away!
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Praise from our happy clients!
Working with David has been excellent as he really understood us and worked flexibly with us to achieve our family’s goals. We would absolutely recommend Wealthy Self as they were professional, personal and easy to work with!
It’s been so refreshing to deal with someone who’s on the same page as you – being Gen Y himself, David ‘gets’ you and understands both your challenges and your dreams. He keeps it real.
David was so professional, organised and easy to deal with. It’s never too early to set up your finances or plan for your retirement! We highly recommend Wealthy Self – David is the best!
Wealthy Self Awards Nominations and Wins
Read the latest Wealthy Self News
Financial Advisor for Young Adults
Why I love being a Financial Advisor for Young Adults and how Wealthy Self can help you reach your financial goals and enjoy life now.
I Met With A Millennial Financial Advisor — Here’s What I Learned
Getting ahead with your money is really challenging. As a Millennial Financial Advisor, we work together to overcome the struggles to achieve your goals.
Getting End of Financial Year Ready
Are you End of Financial Year ready? With Wealthy Self’s general tips from our own clients, you’ll soon have an idea of where to start and what to approach with your accountant for your tax return this year.