Mosaic Wealth Logo
Client Portal
Book a 15 minute chat

What we do

At Mosaic Wealth, we partner with individuals, couples, families and business owners to create clarity, direction and financial confidence in their lives. We focus on educating you and helping you develop your knowledge about the matters that are important to you and that will help you reach the goals and desired outcomes you want for your family.

Explore the full range of services we provide and learn how we can support your goals and what matters to you most.
Financial Adviser Perth - Family bonding on grass playing with ball showing joy

Family Values and Goals

We work with you to build a financial strategy that’s tailored to you, starting with your own personal values and what’s truly important to you. It’s all about aligning your financial choices with the life you want to lead.
Financial Adviser Perth - Family in kitchen sharing a light moment showing care and togetherness

Retirement Planning and Strategies

Whether you’re thinking about or already retired, the key to making your retirement a reality is to plan, save and invest carefully, ideally before you reach your retirement years.

Taking a considered, methodical approach and working through a thorough assessment of your financial resources and accumulated assets can ensure your retirement savings last as long as you do and that the lifestyle you imagined in retirement is achieved.
Learn more
Financial Adviser Perth - Happy older couple walking on beach holding hands showing freedom and retirement confidence

Investment Advice and Planning

To be a successful investor requires a disciplined approach and an investment strategy that’s customised to your individual goals, objectives and requirements.

We design investment strategies that are based on a thorough understanding of your circumstances, attitudes and objectives – and that focus on building your wealth.
Learn more
Financial Adviser Perth - Couple smiling and shaking hands with adviser showing trust and guidance

Investment Portfolio Management Services

Our investment portfolio management services are suited to clients who require intensive management of their portfolio but prefer not to be involved in the day to day administration of their investments.

We keep across the ever increasing complexities of taxation and maintain accurate records for you. Clients receive regular portfolio performance reports which are discussed and reviewed with you.
Financial Adviser Perth - Man focused in front of laptop holding card showing control and financial awareness

Superannuation

Your superannuation savings or ‘super’ is likely to be your greatest asset (aside from the family home) as you approach retirement.

Don’t overlook the importance of superannuation and the role it plays in growing your retirement nest egg. For example, are your superannuation savings held in the default option and how does this align with your circumstances, retirement goals and ‘risk tolerance’?
Financial Adviser Perth - Woman inserting coin into piggybank with partner showing financial planning

Personal Insurance and Asset Protection

Insurance is the cornerstone of a sound financial plan. As part of our holistic approach, we’ll discuss the various types of insurance cover we feel may be suitable based on your circumstances and obligations as we understand them.

It’s all part of our duty of care to ensure you and those you care for are adequately protected should the unexpected strike.
Learn more
Financial Adviser Perth - Umbrella covering coins showing protection and financial security

Risk Management Services

As part of developing a comprehensive financial plan, we help individuals, couples, families and businesses identify, assess and mitigate potential financial risks. This ensures your financial goals are protected and that your resources are sensibly allocated to avoid financial setbacks. With risk, you essentially have four options – reduce, avoid, transfer and retain.
Financial Adviser Perth - Umbrella stopping falling dominoes from hitting house showing risk prevention and stability

Estate Planning

An estate plan is a detailed set of documents that can involve your Will, trusts, powers of attorney, life insurance, beneficiary designations and property ownership.

An effective estate plan aims to maximise the value of the estate by reducing taxes and expenses while providing clarity around your wishes.

We will guide you through everything you need to consider and ensure you have the things most important to you covered.
Learn more
Financial Adviser Perth - Family playing in background with house in focus showing security and future planning

Business and Family Succession Planning

Whether you’re a business owner or simply looking to pass on your wealth to the next generation within your family, you require a tailored strategy that involves both management and ownership transitions, and along with risk management to prepare for the future.

We consider your family dynamics, identify key stakeholders and work with you to create a detailed succession plan.

Financial Advice for Small and Medium Businesses

Running a small to medium business can present many opportunities along with the freedom to be your own boss, however it also comes with its own challenges and financial risks.

We can help business owners with managing key financial issues like their business structure, cash flow, separating personal and business finances, retirement and succession planning.
Learn more
Financial Adviser Perth - Couple managing small business together showing teamwork and strategic planning

Structural Tax Planning

We offer a range of solutions designed to reduce direct and indirect tax costs through the use of efficient structuring techniques and trading arrangements.
Financial Adviser Perth - Man calculating tax showing strategy and financial structure

Life Optimisation

Working together, we focus on finding balance, maximising potential and achieving your financial goals through conscious decision making and personal development. It's not about perfection but instead making consistent progress towards a fulfilling life for you and your family.
Financial Adviser Perth - Mom being congratulated with handshake and family beside her showing support achievement

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.

Take 'Your Life' survey
Book a 15 minute chat

We’re here to help – get in touch today

Copyright © 2025 Mosaic Wealth Pty Ltd