TAILORED WEALTH MANAGEMENT

Realise your ambitions with confidence, certainty and clarity.

Calculated Advice

Building on decades of financial services expertise, Calculated Advice was created to provide successful individuals and family groups personalised advice that is tailored to their individual circumstances, values and goals.

The relationship that we build will help you navigate your life journey and our expertise will assist you in making informed decisions about your future with confidence, certainty and clarity.

We partner with you to help you achieve more.

Our experienced team is passionate about understanding your needs and concerns and tailoring solutions to ensure that your ambitions are realised.

We provide you professional advice

Across a broad range of services that include:

Retirement planning
Strategic advice including wealth creation strategies
Investment management and portfolio construction
Superannuation & SMSF advice
Tax planning
Business succession planning
Financial modelling & cashflow analysis
Personal and business insurance
Estate planning

 
 
 
 
Testimonials

Matt & Vanja have been assisting my wife and I for a few years now and I could not be happier with the service they offer. They’ve taken the time to genuinely understand our situation and financial goals. They have provided invaluable advice. From day one they have made it clear that they intend to be a long term partner and we both feel we are in good hands. Highly recommended!

We were looking around for financial planning advice and were recommended Matt and Vanja by a friend a few years back. We have been extremely delighted with the service provided and the relationship that has developed. Their advice is easily understood and very much tailored for our particle needs and executions. We are extreme happy to have found such trustworthy professionals to assist us with planing our future.

Matt and Vanja have offered personalised advice paying careful attention to our personal needs and situation. They are professional and friendly and we trust them deeply. Highly recommended.

Matt and Vanja are experts in this space, hard working, great communicators and excellent advisers. They are able to get through all the details, phenomenal at follow ups and are overall pleasant to work with! Highly recommend that if you’re looking to engage with a financial planner, work with this team!!