Corporate Profile

Who are we?

Addwealth is a busy and growing financial planning and funds management company that has been enabling clients to maximise their financial security since 2000.

Our advisers and support teams in our Western Australian headquarters and offices in Brisbane and Hobart are experts in managing the tax and investment affairs of people Australia and the world over who have achieved financal independence, or are determined to do so. 

Addwealth is a Corporate Authorised Representative (No 328450) of Choice Future Planning Pty Ltd (ABN 56 078 480 118) an Australian Financial Services Licensee (No 222755).

What we do?

Virtually everything that involves creating and protecting wealth for our Clients.

Investment, Insurance, Tax Management, Property Development, Cash Management, Superannuation and Estate Planning all come to mind but perhaps most important is to work to make sure we have a full and complete understanding of each client's indiviudal needs so we can offer the best possible advice. 

Our vision?

“To be the world’s best at creating and delivering financial services with honesty, integrity and inspiration – ALWAYS”.

This vision is based on the old adage of quality before quantity. We are only interested in working with exceptional advisers and support staff who are inspired to deliver outstanding results for our clients.

We constantly review service standards and benchmark ourselves against the best pratices in the industry, continually assessing our systems processes and products to make sure our services are of the highest quality.

The proof that our visition works? Just ask any of our clients.