Funds Management

About the Investment Manager - Addwealth 

Addwealth is a funds management and financial advisory company with clients around Australia and overseas.

Since inception in 2000, Addwealths’ goal has been to help its clients achieve and maintain financial independence by delivering high quality, tailored investment solutions that enable them to make the most of their money.

Addwealths’ investment professionals have a track record in achieving investment outperformance for clients. Addwealth achieves this by committing  resources to analyse the impact of global and local events on the returns of each asset class.  Addwealth’s investment process allows it to select suitable investments across a number of asset classes, including Australian and international shares, property, private equity, fixed interest (e.g. bonds), currency and managed funds operated by other fund managers or by Addwealth that invest in these asset classes.

Addwealths’ investment philosophy, combined with its experience , puts it at the forefront of contemporary financial planning and investment practise. Addwealth examines investment opportunities critically, using the standard research tools available to most managers combined with in-house analysis.
Addwealth believes that the best financial decisions are made when they are based on informed choice. It draws on its roots as a financial planning firm to provide clients with personal attention and advice, assisting them to make the right choices for their individual circumstances.
Addwealth is a Corporate Authorised Representative (CAR No. 328450) of Addwealth Financial Services Pty Ltd (ABN 56 078 480 118, AFSL 222755).


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