Wealth Architects is a boutique financial advisory practice which provides holistic advice to high achievers, business owners, corporate leaders and self-funded retirees. Just like an architect we design, build and project manage your entire financial house to ensure you get the most out of life. We achieve this by using smart and safe strategies and by partnering with you over the long-term to see the plan through.
Wealth Architects (ABN 76 625 972 616) is a Corporate Authorised Representative (no. 1264028) of Insight Investment Services Pty Ltd (AFSL 309 996)
We are a boutique accounting and tax consulting firm in bayside Port Melbourne with a true passion for helping people and businesses achieve their financial goals.
We provide trusted advice and effective solutions to help create, manage and protect your wealth.
Our aim is to develop and sustain long-term client relationships, working with you to improve your personal or business finances and achieve your financial freedom faster.
What’s more, you will always be dealing with a partner, someone who will take time to explain and work through your options and guide you through important decisions.
Aspire Wealth’s network of industry professionals also gives clients the freedom to access support in the areas of asset finance, bookkeeping services, law and financial planning.
Your Accountant & all of your advisers working together, side by side, integrating your advice and giving you peace of mind.
Twenty years in the business has given Integrity Wealth the edge in the industry and we have everything you need.
When we say “Integrity”, that’s exactly what we mean. We have a steadfast belief in honesty and morals and will go above and beyond to prove it.
What makes us different? All of your advisors work together, side by side,integrating your advice and always keeping in mind your specific goals and overall affairs.
We take care of:
· Financial Strategy & Investing
· Accounting & Tax
· Bookkeeping
· Superannuation
· Personal & Business Insurance
· Succession & Estate Planning
We can help you to create, grow and protect your wealth and have you on your way to Financial Freedom!
Ethics & Values
The people at Integrity Wealth are driven by a shared belief; that our clients deserve the very best quality of service. Our core Values of integrity, professionalism, teamwork, commitment and accountability ensure we deliver the excellent service and results we promise you.
Integrated Advice
Work with a business that has specialists for each type of advice you need. With Integrity Integrity you have access to each of those advisers, in a format that is both cost and time effective for you.