Shape your financial world with choices and opportunities.
Full-spectrum financial planning and lending specialists for medicos and professionals who want to unlock ALL their financial opportunities.
You've ticked the boxes on the societal adult checklist. What now?
✔️ Career on the rise
✔️ Making good money
✔️ And you’ve got the house (and a decent mortgage).
You're doing well. But you wonder if you're truly making the most of your money, or just getting by, ticking off society's boxes.
Is your money growing the way it should?
Are you prepared for life's surprises?
Will your future be secure?
You've come this far. Let’s make sure you stay ahead.
Turn your pay into progress
Get a plan that makes your income work more effectively so you know you’re always moving forward.
Invest with intent
Get maximum impact by knowing how your investments contribute to your overall financial goals.
Be tactical with tax
Direct more money towards growing your wealth and reduce tax liability through smarter financial structuring.
Dominate your debt
Pay off your home loan faster while building wealth with a strategy that removes the doubt around your debt.
A financial GPS in an uncertain world
With so much conflicting information in the money world, too many people take a haphazard approach to their finances.
At Orbit Wealth, we’re like the GPS for your money—helping you dodge roadblocks, be prepared as you approach speed bumps, and keep things moving in the right direction.
With the trifecta of wealth-building strategies, mortgage broking expertise and tax knowledge, we provide advice that few others can.
We love seeing the moment when clients realise they can do more than they ever thought possible. You’ll always get our full attention, with advice that’s practical, clear, and designed just for you.
Powering up wealth creation & rapid debt reduction with debt recycling
As a full-service financial planning and mortgage broking firm we have unique access to strategies and loans that can make a life-changing difference to your finances.
It means our clients don't need to grapple with the question “should I pay my mortgage off before I invest?" - because they can do both and more.
See beyond what you thought was possible
Let’s Talk Get a feel for who we are and how we can help with a quick 20-minute no-obligation phone call or virtual chat, available outside of regular hours if required.
Get Direction Get clear, personalised advice to optimise every part of your financial world from savings to investments to debt management and future planning.
Make Progress With your plan in hand and us by your side for the long haul, take actionable steps towards financial independence.
