Wealth Beyond Money Pty Ltd is a boutique financial planning and wealth management firm based in Queensland, Australia. The company focuses on providing clients with personalized, strategic financial advice to help them achieve their long-term financial and lifestyle goals. Their services are built on a philosophy of understanding a client's complete financial picture to create holistic plans covering superannuation, retirement planning, investment management, personal insurance, and estate planning. They pride themselves on being privately owned, which they state allows them to provide advice that is free from the influence of banks or large financial institutions.

Founded in

Australia