We make the complicated simple.

Most of our clients hate burying themselves in the jargon-filled superannuation statements that turn up in the mail. Which is why many have multiple super funds floating around potentially paying multiple fees, as well as insurance policies that they don’t even know exist.

At XY Wealth, we help track down your funds and make sense of your statements.  We provide clarity on how your money is invested and what, if any, insurance you have or require.  We keep it simple and provide ongoing support and education to get your finances on track and keep them that way.  It may be as simple as minimising tax, re-arranging money coming in/out and making smart decisions about saving and investing.

It’s our job to know how to organise money. We’ve spent years learning how to work with changing legislation, debt and financial structures to optimise money with the intention of making it earn more in less time for less cost. By sharing our knowledge we can help you own your tomorrow sooner.