About us

We are licensed through The Advice Exchange and the support we receive from them in compliance and administration allows us to concentrate on giving the best service to our clients

Our Phillosophy

We only offer our service to clients we know well and that we have gained a deep understanding of their investment needs, appetites and preferences. We offer completely unbiased, transparent advice untainted by any financial gain for our company.

Our Process

We have an initial fact finding consultation. We then summarise our advice in a formal Statement of Advice. We discuss and review the recommendations to ensure they're right for you.

Once you're completely happy we implement the recommendations to ensure they are properly set up and integrated into your other financial affairs.

We undertake periodic reviews to ensure we adapt to your changing needs and to any changes in financial markets, product developments or legislation.

Our Promise

Your plan is specifically crafted to suit your circumstances.

All fees and charges are detailed in advance.

We do not receive rebates or fees from product providers.

Our Team


Waterhouse Wealth Management Pty Limited ABN 41 059 645 126 is a corporate authorised representative of The Advice Exchange Pty Ltd ABN 55 107 629 194 AFSL 278937

We would love to hear from you

T: 02 8973 2222

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