Our alignments create outsized impacts
Most Australians have 45 years to prepare for retirement.
But the average person retires with just 72% of the super balance they need to ‘live comfortably’.
Because their wealth isn’t deployed in a growth-focused way.
We realised, though, that the earlier our clients changed their approach to their finances, the better their subsequent financial position.
It’s called ‘vector alignment’ – adjusting the trajectory of your wealth to match the financial position you want to be in when you retire.
Vector alignment involves two things: increasing the power of your wealth (how it builds exponentially over time) and adjusting its direction (making sure your investment strategy is taking you towards your ideal future).
To make that happen, we deliver holistic advice that combines accounting and financial planning perspectives – and we do it in concert with your legal and accounting advisers.
Small, strategic shifts in how our clients deploy their wealth lead to outsized impacts.
Since 2008, we’ve used vector alignments to help more Australians create their ideal futures.
Find out how we can help you create yours.
We believe in a collaborative approach
Our objective is to provide you with straightforward advice that has a positive impact on your most precious assets – your family, your business, and your future.
We focus on what we do best, and so does your accountant.
Your accountant gets it.
Together, as a team with specialist knowledge and skills, we focus on you and your circumstances, objectives and dreams.
We take a holistic view of your world and work with you to ensure that all bases are covered.
With extensive experience in both financial planning and accounting, the Vector Wealth team focuses on helping you achieve your financial goals through integrated advice.
We pride ourselves on a collaborative approach – you know what your ideal future looks like, and we’ll help you make it real.
DIRECTOR | FINANCIAL ADVISER
CPA,A Fin, GradDipAppFin
Financial Adviser BBUS (IntnlBusFinTrade), GradDipAppECON, DipFP
Grad Dip Fin Plan, FChFP
We’re based in the stunning Barossa Valley, less than an hour from Adelaide CBD & Our second location is based in Mawson Lakes.
Schedule a consultation to visit our office in person.