Columbus Wealth Advisory was founded to change the experiences and perceptions of our industry and re-build the trust that clients deserve to have with their financial adviser.
JOEL SCHULTZ, Founder of Columbus Wealth Advisory
We are intentionally, a boutique firm genuinely interested in helping people with real financial life planning at a fair price.
JOEL SCHULTZ, Founder of Columbus Wealth Advisory
We partner with our clients to understand what they really want from life and offer realistic and honest advice.
JOEL SCHULTZ, Founder of Columbus Wealth Advisory
We offer a no fee, no obligation initial consultation for new clients.
JOEL SCHULTZ, Founder of Columbus Wealth Advisory
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.
We won’t tell you how to invest until your financial foundations are sound and we understand what your goals are.
Once you have a plan, we provide ongoing support and guidance.
Our services are client focused with integrity and excellence in all we do.
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.
Joel was exceptional in providing advice and delivering quality service. We spent a lot of time discussing options and Joel always came back to me with outcomes tailored to my needs. Joel is extremely friendly, but utterly professional. If Joel said he was going to do something, it was done and I never had to follow up. I would definitely recommend Joel for anyone looking for a Financial Adviser.
Rukesh Sadhai
We met Joel via a recommendation in our network. In short, Joel has been great to work with – he is knowledgeable, thorough, transparent and took steps to ensure that my wife and I were well informed during each conversation. Joel has been, and continues to be, super responsive to my queries. In all our interactions, Joel has been nothing but professional, informative and effective. We are very happy with how Joel has supported us with our superannuation and insurances. We would definitely recommend Joel and Columbus Wealth without hesitation.
Joe Chea
We can’t thank Joel enough in assisting our journey into retirement. Unfortunately, our lives took an unexpected turn and my husband and I were forced to focus on our future.
Joel is professional, very knowledgeable and empathetic guiding us into our retirement. Joel is very thorough and explained in detail the recommendations that would suit our situation. Joel approached our interactions with complete honesty and understanding, and is always available if we need him. Joel is genuinely committed and quick to respond. Highly recommended!
Franca Savio
We are new to the financial advisor world, and were referred to Joel by a trusted colleague. From our very first conversation, he was interested, informed and authentic….and so incredibly upbeat and happy. He has taken time to thouroughly discuss and assess our current financial situation, listen to & brainstorm our future goals, and subsequently put together a plan for our insurances, superannuation and retirement planning. We feel comfortable and confident in our future having his sound advice & experience lead our planning. Joel is extremely professional yet so personable and friendly – we wouldn’t hesitate to recommend him.
Erin Pryor
We met with Joel though a local recommendation. We didn’t know what to expect but were very quickly impressed with his level of knowledge and the time he took to educate us, setting us up for success well into the future. I love that Joel’s process is so transparent and he is available every step of the way. My only regret is that we didn’t have him in our advisory network 5 years earlier. I would absolutely recommend speaking to Joel about superannuation, wealth management and insurance.
K Brown
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.
Joel was exceptional in providing advice and delivering quality service. We spent a lot of time discussing options and Joel always came back to me with outcomes tailored to my needs. Joel is extremely friendly, but utterly professional. If Joel said he was going to do something, it was done and I never had to follow up. I would definitely recommend Joel for anyone looking for a Financial Adviser.
Rukesh Sadhai
We met Joel via a recommendation in our network. In short, Joel has been great to work with – he is knowledgeable, thorough, transparent and took steps to ensure that my wife and I were well informed during each conversation. Joel has been, and continues to be, super responsive to my queries. In all our interactions, Joel has been nothing but professional, informative and effective. We are very happy with how Joel has supported us with our superannuation and insurances. We would definitely recommend Joel and Columbus Wealth without hesitation.
Joe Chea
We can’t thank Joel enough in assisting our journey into retirement. Unfortunately, our lives took an unexpected turn and my husband and I were forced to focus on our future.
Joel is professional, very knowledgeable and empathetic guiding us into our retirement. Joel is very thorough and explained in detail the recommendations that would suit our situation. Joel approached our interactions with complete honesty and understanding, and is always available if we need him. Joel is genuinely committed and quick to respond. Highly recommended!
Franca Savio
We are new to the financial advisor world, and were referred to Joel by a trusted colleague. From our very first conversation, he was interested, informed and authentic….and so incredibly upbeat and happy. He has taken time to thouroughly discuss and assess our current financial situation, listen to & brainstorm our future goals, and subsequently put together a plan for our insurances, superannuation and retirement planning. We feel comfortable and confident in our future having his sound advice & experience lead our planning. Joel is extremely professional yet so personable and friendly – we wouldn’t hesitate to recommend him.
Erin Pryor
We met with Joel though a local recommendation. We didn’t know what to expect but were very quickly impressed with his level of knowledge and the time he took to educate us, setting us up for success well into the future. I love that Joel’s process is so transparent and he is available every step of the way. My only regret is that we didn’t have him in our advisory network 5 years earlier. I would absolutely recommend speaking to Joel about superannuation, wealth management and insurance.
K Brown
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