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At ALX Wealth, we’re here to simplify your financial journey. Whether you have questions, need guidance, or want to start building your wealth, we’re just a message away.
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PHYSICAL ADDRESS
5 Martin Place, Sydney, New South Wales 2000
PHONE NUMBER
EMAIL ADDRESS
alex.camacho@alxwealth.com.au
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Frequently Asked Questions
(FAQs)
What are the fees for financial advice at ALX Wealth?
At ALX Wealth, we believe that quality financial advice should be accessible to everyone—not just the wealthy. While the average cost of financial advice in Australia is around $4,300 per year, we are committed to offering affordable and tailored solutions.
We offer a free initial consultation to understand your needs and see if we are a good fit. If we decide to work together, our annual fees start at $495. The final cost depends on the level of advice and ongoing support you require, ensuring you only pay for what you truly need.
Our goal is to provide personalized financial guidance that fits your situation while delivering exceptional value.
Source: AdviserRatings – 2024 Australian Financial Advice Landscape
How does ALX Wealth’s investment approach work?
At ALX Wealth, we use a proven and disciplined investment strategy designed to grow and protect your wealth over time. Our approach balances low-cost index funds for broad market exposure with a value investing strategy to identify high-quality opportunities at attractive prices.
For clients who want a more personalized investment approach, we also offer a Managed Discretionary Account (MDA) service, where we actively manage a portion of your portfolio with carefully selected individual stocks.
Our strategy is built on:
✔ Long-term value creation – We focus on sustainable, high-quality investments.
✔ Cost-efficiency – Using index funds minimizes fees while ensuring market exposure.
✔ Flexibility – We adjust allocations based on market opportunities.
If you’re looking for professional investment management tailored to your financial goals, book a free consultation to learn how we can help.
How do I know my money is safe with ALX Wealth?
At ALX Wealth, your security and trust are our top priorities. We operate under a fully licensed and regulated framework, ensuring that your investments and financial plans are managed with the highest level of professionalism and compliance.
Here’s how we keep your money and information safe:
✔ Licensed and Regulated – ALX Wealth operates under an Australian Financial Services Licence (AFSL) and complies with strict ASIC regulations.
✔ Client Funds are Secure – We do not hold or control your money. Investments are held in your own name through trusted third-party platforms.
✔ Ethical and Transparent Advice – We act in your best interests, ensuring you receive unbiased, professional advice tailored to your financial goals.
✔ Data Protection – We use secure systems to protect your personal and financial information from unauthorized access.
If you have any concerns about security, we’re happy to explain how everything works in a free consultation.
What are the fees for mortgage broking at ALX Wealth?
At ALX Wealth, our mortgage broking service is 100% free for you. We are paid a commission by the lender when your loan settles, meaning you get expert guidance at no cost.
Our role is to help you find the right loan, negotiate better terms, and simplify the process—all while ensuring you don’t pay a cent for our service. We work with a wide range of lenders, so our recommendations are always based on what’s best for you, not any particular bank.
If you’re considering buying a home, refinancing, or investing in property, book a free consultation to see how we can help.
Can I get financial advice or mortgage broking services if I’m not in Sydney?
Yes! ALX Wealth serves clients all across Australia through our fully online financial advice and mortgage broking services. No matter where you are, you can access expert guidance on investments, retirement planning, and home loans from the comfort of your home.
Here’s how we make online advice easy and effective:
✔ Australia-Wide Service – Whether you’re in Sydney, Melbourne, Brisbane, or a remote area, we’ve got you covered.
✔ Convenient & Flexible Meetings – We offer video calls, phone consultations, and digital document signing, so there’s no need to visit an office.
✔ Secure & Efficient – We use encrypted platforms to protect your information while making the process seamless.
Our first consultation is free, so if you’re looking for professional financial advice or a mortgage broker you can trust, book a session today—wherever you are in Australia!
Who is ALX Wealth best suited for?
ALX Wealth is designed for Australians looking for expert guidance on building, managing, and protecting their wealth—whether you’re just starting or have significant assets to invest.
We specialize in helping:
✔ Professionals & Business Owners – Who want to grow their investments, reduce tax, and secure financial freedom.
✔ Homebuyers & Property Investors – Looking for a mortgage broker to find the right loan and structure their property investments wisely.
✔ Families & Pre-Retirees – Who need strategies for retirement planning, superannuation, and wealth preservation.
✔ Young Investors & Wealth Builders – Who want to start investing and make smart financial decisions early.
If you’re looking for affordable, high-quality financial advice or mortgage broking, book a free consultation to see how we can help.