Your Wealth Shouldn’t Be on Autopilot
We Optimize It for Growth
Superannuation & investments should work harder for you. We structure your wealth for stronger returns, lower fees, and better tax outcomes.
*Available Australia-wide with online consultations
Trusted by Australians just like you
Alex was very professional, kind, and accommodating while we were working together. I always felt a large amount of honesty and trust from him as well.
Alex’s professionalism and integrity truly stand out. He has a genuine ability to listen and provide thoughtful advice. I always feel confident knowing I can rely on his advice.
Where Smart Capital
Meets Smarter Investing.
Proven Investment Performance
Your wealth should be managed by someone with a track record of real results. At ALX Wealth, we focus on superior long-term returns.
Full Ownership, Full Control
No pooled investments, no hidden fees. Your assets are directly held in your name for full transparency, flexibility, and control.
Eliminating Hidden Fees
Most advisors outsource your investments, layering fees that eat into your returns. We cut unnecessary costs, keeping more of your capital compounding for you.
Strategic, Tax-Efficient Investing
We maximize after-tax returns by using smart tax strategies, franking credits, and tax-efficient rebalancing, so you keep more of what you earn.
Aligned with Your Success
We don’t push products or take commissions—our success is directly tied to growing and protecting your wealth.
Transparent and Honest Advice
Unlike traditional advisors who rely on generic diversified portfolios, we build wealth with a targeted mix of low-cost index exposure & carefully selected stocks to maximize returns.
Full Package
Full Financial Strategy Package – $1,320 (Save $165)
For those looking for a complete roadmap to financial security and retirement planning, this package includes all three services
- Cash Flow & Projections
- Insurance & Estate Planning
- Wealth Management & Strategic Financial Planning.
Ongoing Investment Management.
For clients looking for long-term investment management, we offer a tiered fee structure based on funds under management. This ensures our interests are aligned with yours, and our focus is on growing your wealth over time.
Standalone Services
Cash Flow & Projections – $495
- Structure your income, expenses, and savings so your money is working efficiently—whether for investing, debt repayment, or financial security.
- Get clear financial projections showing where your money is coming from and going—now and in the future.
- Reduce uncertainty and make informed financial decisions with a structured plan.
Insurance & Estate Planning – $495
- Comprehensive Insurance Review: Assess your life, TPD, income protection, and trauma cover to ensure you have the right level of protection.
- Personalized Policy Recommendations: We structure and implement the best insurance policies for your needs.
- Estate Planning Guidance: Review and optimize wills, powers of attorney (POA), and asset distribution to ensure your estate is structured as per your wishes.
Wealth Management & Strategic Financial Planning – $990
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- Superannuation & Retirement Planning – Align your superannuation investments with your retirement goals, reduce fees, and maximize long-term returns through better fund structures.
- Wealth Management & Tax Efficiency – Build a tailored investment strategy with a diversified portfolio while implementing tax-efficient strategies such as investment structuring, contribution planning, and tax minimization techniques.
- Loan Structure & Investment Property Strategy – Optimize your loan structure (offset accounts, refinancing, P&I vs. interest-only) and ensure property investments align with your financial goals to enhance cash flow and wealth growth.
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Simplifying Investment Management
in 3 Easy Steps
STEP ONE
Investment Strategy Call
Most people let their superannuation and investments sit in default funds—not realizing they could be structured for higher growth, tax efficiency, and real wealth creation.
Whether you’re a high-net-worth individual or someone ready to start building wealth
This call is for you if:
- You want your investments or superannuation actively managed to maximize performance.
- You’re unsure if your current investment strategy is actually working for you.
- You’re looking for an expert-driven, results-focused approach to growing and protecting your wealth.
At ALX Wealth, we actively manage portfolios to ensure your money is working at full potential. If you’re serious about achieving exceptional returns and want to work with a team that’s as committed to your success as you are, let’s talk.
STEP TWO
Build and Execute
Once we’ve defined your investment strategy, we take care of everything—from execution to ongoing portfolio management. Whether it’s superannuation or personal investments, your money is structured for long-term growth, tax efficiency, and real wealth creation.
This step is for you if:
- You want your super actively managed with a tailored strategy—not just left in a generic fund.
- You have additional capital and want it invested strategically alongside your super, but it’s not a requirement.
- You don’t want hidden fees eating into your returns—you want a cost-effective, expert-driven approach.
- You want your investments linked to smart financial planning strategies to maximize outcomes.
With ALX Wealth, your portfolio is professionally managed with a high-conviction, tax-efficient approach—no unnecessary fees, no forced rebalancing, just smart, long-term investing.
STEP THREE
Ongoing Support
Great investing isn’t about chasing short-term gains—it’s about staying the course with a disciplined, long-term strategy. Once your portfolio is built, we provide ongoing management to ensure your investments continue working at their best.
This step is for you if:
- You want active oversight of your investments, with adjustments made when real opportunities arise—not just for the sake of activity.
- You value a long-term partner who ensures your wealth is growing efficiently over time.
- You want regular strategy reviews to stay informed and aligned with your financial goals.
- You expect a clear investment process with no hidden fees, unnecessary trading, or forced rebalancing.
With ALX Wealth, your portfolio isn’t just set and forgotten—it’s carefully monitored, with strategic adjustments made only when high-value opportunities arise so you can build and protect wealth with confidence.
How We Help You
Build & Protect Your Wealth
Wealth Management &
Financial Planning
We actively manage and optimise your wealth, including superannuation, investment portfolios, and financial planning. Our investment-first approach ensures your portfolio is structured for growth, tax efficiency, and long-term financial success.
Whether you’re building wealth, planning for retirement, or optimising your financial strategy, we provide a tailored approach for investors at every stage.
Strategic Lending &
Capital Structuring
Optimising your debt and capital structure is key to maximising investment returns. Whether you’re securing finance for property investments, refinancing existing loans, or structuring debt for better cash flow, we ensure your borrowing strategy supports your wealth goals.
We work with leading lenders and tailor financing solutions to reduce costs, unlock capital, and create more investment opportunities.
Financial Advice and Mortgage Broking. Available Australia-wide
We offer online consultations, so no matter where you are in Australia, you have access to strategic mortgage and financial advice & elite investment strategies—all from the comfort of your home.
Master Your Wealth and Mortgage Strategy
Whether you’re growing your investments or securing the right mortgage, we provide expert strategies tailored to your goals. Smart investing, strategic financial planning, and seamless mortgage solutions—all in one place.