OUR SERVICES
Financial Advice
At ALX Wealth, we combine bold strategies, timeless principles, and a commitment to your values. Let’s create something extraordinary together!
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
01. Wealth Management
We craft personalised investment strategies to align your wealth with your goals, values, and risk tolerance. Through continuous portfolio monitoring and rebalancing, we ensure your investments stay on track for sustainable, long-term growth.
- Tailored strategies designed to build and preserve wealth.
- Active monitoring to adapt to market changes.
- Confidence in knowing your portfolio is managed with care.
02. Strategic Financial Planning
- A holistic plan customised for your goals and lifestyle.
- Expert advice on managing expenses and eliminating debt.
- Clarity and confidence to move forward with purpose.
03. Retirement Planning
- Optimise superannuation contributions for growth.
- Ensure a reliable income stream in retirement.
- Retire with confidence, knowing your lifestyle is protected.
04. Tax-Efficient Strategies
- Tax-smart investment strategies tailored to your situation.
- Collaboration with your accountant to ensure compliance.
- Enhanced cash flow to accelerate your financial goals.
05. Risk and Insurance Planning
- Peace of mind knowing your loved ones are protected.
- Comprehensive coverage designed to meet your unique needs.
- Financial stability in the face of unexpected challenges.
06. Estate Planning
- Protect your assets for future generations.
- Minimise disputes and ensure seamless wealth transfer.
- Confidence knowing your wishes are respected.
What are you waiting for?
The ALX Mortgage 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 $1,320 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.