OUR SERVICES
Build & Protect Your Wealth with Smart, High-Performance Strategies
At ALX Wealth, we don’t follow generic financial advice. We specialise in investment-driven wealth management, tax-efficient financial planning, and strategic wealth structuring—designed to grow and protect your assets over the long term
Simplifying Financial Advice
in 3 Easy Steps
STEP ONE
Free Consultation
We start with a no-cost, no-obligation consultation to discuss your goals, circumstances, and aspirations—whether you’re looking to build wealth, secure a home loan, or both. This session is all about giving you clarity. If we can help, we’ll outline the next steps; if not, we’ll leave you with actionable tips to move closer to your goals.
STEP TWO
Build and Execute
STEP THREE
Ongoing Support
We’re not just here for today—we’re here for the long term. With regular reviews, updates, and adjustments, we ensure your strategy evolves with your life. From market changes to personal milestones, and from refinancing to new financial goals, our team will guide you every step of the way, keeping you on track and ready for what’s next.
Transparent and
Client-Focused
At ALX Wealth, we prioritize efficiency and innovation by leveraging cutting-edge technology to streamline processes, reduce costs, and pass the savings directly to you. This means lower fees, more personalized service, and ensuring that you’re always better off after partnering with us.
OUR SERVICES
Financial Advice
Cash Flow & Projections
We structure our clients’ income, expenses, and savings so their money is working effectively—whether that’s investing, paying off debt, or building a safety net. We provide financial projections to show where their money is coming from and going—now and in the future. This helps clients plan ahead, reduce uncertainty, and make informed financial decisions.
KEY BENEFITS
- Get a clear breakdown of your income, expenses, and savings potential.
- Identify opportunities to reduce waste and maximize investments.
- Compare multiple financial projections to understand the impact of different decisions.
Wealth Management & Tax Efficiency
We construct and manage tailored investment portfolios across different asset classes, including domestic and international equities, property, and alternative assets. Our strategies are designed to grow and protect wealth in a cost-effective, risk-managed way. We also implement tax-effective financial strategies—including investment structuring, contribution strategies, and tax minimization techniques—to help clients maximize returns and build long-term financial security
KEY BENEFITS
- Build a diversified portfolio tailored to your financial goals.
- Implement tax-efficient investment strategies to maximize after-tax returns.
- Optimize investments for long-term wealth growth.
Superannuation & Retirement Planning
We review and actively manage our clients’ superannuation and retirement funds, ensuring their investments align with their retirement goals. We identify and implement lower-cost structures and superior investment options and strategies, helping clients maximize returns, manage, and grow their retirement savings efficiently.
KEY BENEFITS
- Maximize your superannuation and pension fund with tax-efficient strategies.
- Align superannuation and pension investments with your goals and risk profile.
- Gain peace of mind knowing your super and pension are on track to meet your goals.
Loan Structure & Investment Property Strategy
We help clients optimize their loan structure (offset accounts, interest-only vs. principal & interest, refinancing) to improve cash flow. We also review their property investment strategy, assessing whether existing and new property investments align with their financial goals.
KEY BENEFITS
- Optimize loan structure for better cash flow and long-term savings.
- Align property investment strategy with your financial goals.
- Ensure tax efficiency and smart debt management for wealth growth.
Insurance & Estate Planning
We conduct an insurance needs analysis to ensure clients are protected with the right life, TPD, income protection, and trauma cover. We then recommend, structure, and implement policies with the appropriate coverage and provider to suit their needs. We also review wills, powers of attorney (POA), and asset distribution to ensure their estate is structured according to their wishes.
KEY BENEFITS
- Ensure your family’s financial security with the right coverage.
- Structure your estate to protect assets and simplify wealth transfer.
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Get expert guidance on policies, wills, and powers of attorney.
Ongoing Strategic Advice & Investment Management
We provide regular strategy reviews to ensure financial plans evolve as life changes. Our ongoing investment management keeps asset allocation aligned with long-term goals, while proactive advice helps clients stay on track, adjust when needed, and feel confident about their financial future.
KEY BENEFITS
- Keep your investment strategy aligned with your goals as life changes.
- Proactive adjustments to optimize returns and manage risks.
- Ongoing support to ensure long-term financial security.
What are you waiting for?
The ALX Difference
Client-Focused
We focus on your goals and financial well-being, tailoring strategies to fit your unique needs.
Expert Guidance
Leverage our expertise to create plans that maximise your wealth, minimise taxes, and secure your financial future.
Transparent Pricing
Our services are affordable, starting at just $495 annually, and fees can often be paid from your super or investments.
Technology-Driven Efficiency
We use innovative tools to streamline processes, reducing costs and passing those savings directly to you.
Comprehensive Solutions
From investment management to retirement planning, estate planning, and beyond, we’re here to guide you every step of the way.
Long-Term Partnership
We’re not just advisors—we’re partners in your financial journey, ensuring your plans adapt and grow with you.
Smart Wealth Strategies, Built for Real Growth
We don’t just give financial advice—we build and manage smart, tax-efficient investment strategies designed to grow and protect your wealth. Whether you’re optimising your portfolio, planning for retirement, or structuring your wealth for long-term success, we help you make smarter financial moves.