Get Started
Get Started
You’ve worked hard in business and family to get to where you are, now it’s time to plan for your future.
Whether you’re starting from scratch or coming to us with some level of strategy in place, we will discuss every aspect of your financial life. Our purpose is to support you to live a full life, free from financial worry.
Build your financial foundations. Our philosophy of financial advice starts with building your three financial foundations. Stable foundations provide a sense of freedom. They help you achieve and maintain a solid financial footing, face a financial emergency with confidence, and set the stage for a happy and secure future.
When we look at these foundations together, we may find you already have some of them in place or there may be areas we need to work on. But don’t worry, we are here to help!
Creating stable foundations for your entire financial plan is the beginning of your journey to achieving your unique version of the ‘perfect life’:


Foundation 1.

Prepare yourself for the unexpected
We will ensure you have suitable insurances for Life and Business should anything untoward happen to limit your ability to earn an income and support yourself and/or your loved ones due to accident, illness or death.
Foundation 2.

Understand your debt and cash flow position
We focus on helping you become consumer debt free with cash for emergencies and investments.
Foundation 3.

Plan for your transfer of wealth
We will help you establish your Will, Enduring Powers of Attorney (Medical and Financial) and Trusts (if applicable) to ensure your wealth is transferred correctly to who or what is most important to you.
Prepare yourself for the unexpected
We will ensure you have suitable insurances for Life and Business should anything untoward happen to limit your ability to earn an income and support yourself and/or your loved ones due to accident, illness or death.
Understand your debt and cash flow position
We focus on helping you become consumer debt free with cash for emergencies and investments.
Plan for your transfer of wealth
We will help you establish your Will, Enduring Powers of Attorney (Medical and Financial) and Trusts (if applicable) to ensure your wealth is transferred correctly to who or what is most important to you.


Once your foundations are laid, we can look at investment strategies and we will evolve your financial plan as your life, needs and income change over time.
You
You
The essence of who we are and what we do comes to life through the experience we deliver to you, every day.
We educate and equip you with the tools you need to approach today’s reality and succeed. We are not your parents’ financial adviser. We are not financial advisers only interested in managing your assets and finding products we can sell you. We are here to serve as your:
Coach
We help you identify your goals and achieve them.
Counsellor
We address your specific financial situation and guide you through tough decisions.
Consultant
We improve your career or business with creative financial strategies.
Confidant
We go beyond the numbers to make sure you feel confident in your decisions.
The essence of who we are and what we do comes to life through the experience we deliver to you, every day.
We educate and equip you with the tools you need to approach today’s reality and succeed. We are not your parents’ financial adviser. We are not financial advisers only interested in managing your assets and finding products we can sell you. We are here to serve as your:
Coach
We help you identify your goals and achieve them.
Counsellor
We address your specific financial situation and guide you through tough decisions.
Consultant
We improve your career or business with creative financial strategies.
Confidant
We go beyond the numbers to make sure you feel confident in your decisions.
Us
Us
Christopher Columbus is one of the most famous explorers in history and he was no stranger to creating and analysing plans. Like exploring, without a proper financial plan, you’re left with fingers crossed, hoping everything works out. For us, we know that this is not a plan.
At Columbus Wealth Advisory, we offer a holistic approach to financial planning. We partner with our clients to understand what they really want from life and we build solid financial plans that increase their sense of financial well-being and life satisfaction.
We are a Melbourne based advice firm servicing clients across Victoria and Australia in person and via video conferencing. Our team is dedicated to helping professionals, business owners, first home buyers and families to strategically manage all their financial needs.
We can help you, whether you’re building the foundation of a strong financial plan or well on your way to reaching your financial goals. We have the financial know-how to make it happen as well as being approachable and friendly people. We can’t wait to meet you!
Our services
- Holistic financial planning.
- Superannuation & Self Managed Super Funds.
- Wealth creation & preservation.
- Personal & business insurances.
- Debt & cash flow management.
- Retirement planning.
- Estate planning.
Christopher Columbus is one of the most famous explorers in history and he was no stranger to creating and analysing plans. Like exploring, without a proper financial plan, you’re left with fingers crossed, hoping everything works out. For us, we know that this is not a plan.
At Columbus Wealth Advisory, we offer a holistic approach to financial planning. We partner with our clients to understand what they really want from life and we build solid financial plans that increase their sense of financial well-being and life satisfaction.
We are a Melbourne based advice firm servicing clients across Victoria and Australia in person and via video conferencing. Our team is dedicated to helping professionals, business owners, first home buyers and families to strategically manage all their financial needs.
We can help you, whether you’re building the foundation of a strong financial plan or well on your way to reaching your financial goals. We have the financial know-how to make it happen as well as being approachable and friendly people. We can’t wait to meet you!
Our services
- Holistic financial planning.
- Superannuation & Self Managed Super Funds.
- Wealth creation & preservation.
- Personal & business insurances.
- Debt & cash flow management.
- Retirement planning.
- Estate planning.
Why
Why
The financial advice industry is facing major overhaul. But there is still a demand for real and qualified financial advice that focuses solely on the client’s best interests.
You’ll realise straight away that we are different (in a good way) – just genuine interest in you and what you want to achieve.
- Integrity – We approach our business and clients with honesty and transparency. If we believe we cannot add value to you or your business, we will let you know at the initial meeting.
- Full-time professional – We offer a wealth of knowledge, qualifications and experience that is difficult or impossible to achieve yourself. A good financial adviser also comes with recommendations – check out our Google reviews.
- Taxation – As a member of the Tax Practitioners Board (tax financial adviser), we consider your tax position for any advice we offer.
- Research – We keep our knowledge of the ever-changing financial environment up to date so you don’t have to.
- Relaxation – You can relax knowing we are taking care of your financial aspirations, that all is well and you have prepared the best you can for whatever challenges life throws up.
Why
The financial advice industry is facing major overhaul. But there is still a demand for real and qualified financial advice that focuses solely on the client’s best interests.
You’ll realise straight away that we are different (in a good way) – just genuine interest in you and what you want to achieve.
- Integrity – We approach our business and clients with honesty and transparency. If we believe we cannot add value to you or your business, we will let you know at the initial meeting.
- Full-time professional – We offer a wealth of knowledge, qualifications and experience that is difficult or impossible to achieve yourself. A good financial adviser also comes with recommendations – check out our Google reviews.
- Taxation – As a member of the Tax Practitioners Board (tax financial adviser), we consider your tax position for any advice we offer.
- Research – We keep our knowledge of the ever-changing financial environment up to date so you don’t have to.
- Relaxation – You can relax knowing we are taking care of your financial aspirations, that all is well and you have prepared the best you can for whatever challenges life throws up.
Useful resources
MoneySmart – Free calculators and tips provided by ASIC to help you take control of your money and build a better life. We have included a few useful links for you:
Retirement planner – find out your income when you retire.
https://moneysmart.gov.au/retirement-income/retirement-planner
Superannuation calculator – find out your super balance at retirement.
https://moneysmart.gov.au/how-super-works/superannuation-calculator
Super contributions optimiser – see how you can boost your super by making extra contributions.
https://moneysmart.gov.au/grow-your-super/super-contributions-optimiser
Employer contributions calculator – how much should your employer be paying in your super?
https://moneysmart.gov.au/grow-your-super/employer-contributions-calculator
Reserve Bank of Australia – Keep up to date with Monetary Policy and Current Economic Conditions.
rba.gov.au/
You’ve heard our story, now we want to hear yours.
Not sure where to start? Why not download our brochure by filling out the form below.

Or schedule a chat with us at a time that works for you.
114 Auburn Road, Hawthorn VIC 3122
We are located in the Axton Finance building
(03) 9935 9202
We are opposite Auburn Railway Station
Route 624 at Auburn Railway Station