Our Approach

We see financial advice as a long-term partnership – one built on trust, communication and a shared purpose.

Our approach starts with understanding what really matters to you. We listen, learn and work with you to design a financial roadmap that reflects your values, lifestyle and family goals. We bring your values to the forefront and align every step of your financial plan with what’s most important to you.

It’s advice that adapts as your life changes, not a one size fits all solution but rather a thoughtful, personalised journey tailored to you.

Financial Adviser Perth - Grandparent meeting granddaughter showing connection warmth and family values

Our Impact – B1G1

Mosaic Wealth is a proud member of B1G1 Business for Good, a global organization that connects businesses with high-impact giving initiatives.

This partnership signals Mosaic Wealth’s commitment to integrating social responsibility into its core business operations, creating tangible impacts around the world.

For every client milestone we celebrate, we give back to meaningful projects that support families, education and wellbeing around the world.

It’s our way of ensuring that doing business also means doing good in the world through a give-forward philosophy.
This philosophy aligns closely to why Mosaic Wealth was created.

At Mosaic Wealth, impact is more than numbers, it’s a ripple effect of making our lives better and driving real change.

Financial Adviser Perth - Courtney Moores

Mosaic Wealth is led by Courtney Moores, a Perth-based financial adviser with more than 10 years’ experience guiding individuals, couples and families through life’s key financial decisions.

Courtney brings a calm, collaborative style to financial planning with a focus on trust, long-term relationships and advice that genuinely reflects who you are and where you want to go. His sleeves rolled up attitude is more than just a look, it’s how he approaches every client interaction – ready to listen, ready to help and ready to get into the detail and work with you.

This delivers advice that is holistic, personal and professional – because your future deserves nothing less.

Trusted by people like you

Unwavering support and professionalism

I'd like to extend my sincere thanks to Courtney for the unwavering support and professionalism shown throughout our journey. From our very first face to face consultation, Courtney has been a consistent and reassuring presence.

Since coming onboard, I’ve navigated numerous life events, and Courtney has helped me through each one with care, clarity and great effect. I truly appreciate the dedication and I’m looking forward to continuing our collaboration in the years ahead.

Hayley

Welcoming, accommodating and incredibly supportive

From the very beginning, Courtney has been welcoming, accommodating and incredibly supportive. The services and advice provided have made a real difference in helping us manage and improve our financials. Since working together, Courtney has consistently gone above and beyond, offering guidance that’s not only practical but genuinely impactful.

We now have a clear financial life plan in place, along with a well defined strategy for allocating our surplus cashflow – ensuring our money is working as hard as possible for us. A big thanks to Courtney – your dedication and expertise are truly appreciated. Keep up the great mahi (work)!

Rangipipi

Absolutely fantastic

A big thanks to Courtney, he’s been absolutely fantastic in making sure my money is working for me. Beyond investment advice, Courtney has helped me build a strong financial foundation through a number of important risk management strategies.

Together, we’ve established a solid emergency savings buffer, reviewed and implemented personal insurance cover and put in place comprehensive Wills and estate planning. His guidance has been clear, practical and genuinely empowering. I really appreciate the support and expertise!

Curtis

We work with you, not just for you.

Whether you’re a professional, business owner, individual, couple or family, in retirement or planning for your future, we’re here and ready to assist you.