We provide tailored financial advice and wealth-building strategies.

Time-poor medical professional needing to outsource their financial life

Medical Professionals
ready to reap the rewards

You’ve studied long and hard to get here, and finally, your sacrifices are starting to pay off. But there was no time to learn how to make the most of your money, and now you feel financially behind your friends and colleagues.

We want to help you....

  • Know where you’re heading and the goals you want to achieve.

  • Smash down debt and say goodbye to your mortgage in 10-15 years.

  • Build wealth while enjoying your lifestyle.

  • Maximise your earning years to create early retirement options.

A happy family posing outside their home, capturing their financial step up

Couples with competing priorities

You’ve come through the chaos of raising a young family and have suddenly realised you’re in those later years of your career. You want to make sure you can pay off the mortgage, save for a long and happy retirement, and have enough to help the kids through those young adult milestones.  

  • Get a plan to pay off your home as soon as possible.

  • Be on track to retire comfortably as and when you choose.

  • Have enough to travel, enjoy life, and give your children a financial step up.

Confident and happy man needing his financial life turned into a growing and secure future.

Career builders wanting to make inroads with their income

You’re in the throws of your work era, and it’s showing in your salary. You know the factors of a sound financial life but don’t know how to turn them into a growing and secure future. You are onboarding debt and want to make smarter money moves while still having some fun.

We want to help you....

  • Know where you’re heading and the goals you want to achieve.

  • Smash down debt and say goodbye to your mortgage in 10-15 years.

  • Build wealth while enjoying your lifestyle.

  • Maximise your earning years to create early retirement options.

Hard workers getting ready to retire

You’ve built your wealth through consistency and a little bit of luck, but you’ve never really had a plan and now you’re getting to the pointy end of your working life. You wonder if you have enough to retire or if you should downsize and are stuck on what’s the next best move.

  • Be free from debt by having a plan to pay off the mortgage as soon as possible.

  • Make the most of your super so it goes further, provides a comfortable lifestyle, and makes work optional faster.

  • Have a fulfilling retirement while creating a legacy and helping the kids.

Financial advice can be the most valuable investment you ever make.

At Orbit Wealth, we combine all the different components of your financial world and turn them into a strategic plan that creates a life full of more opportunities, choices, and peace of mind. 

Saving & Spending

CASH FLOW MATTERS

Put your money on autopilot, making it easy to save, cover expenses, and spend with confidence—without the guilt trip.  We’ll help you create a cash flow system that works for your lifestyle

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Wealth Protection

LIFESTYLE PROTECTION

Be prepared for the roller coaster of life with the right level of insurance and asset protection. We take care of it all, from the jargon to the paperwork and have your back if you need to make a claim.

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Lifestyle Planning

KNOW WHERE YOU’RE GOING

Turn your vague ideas and biggest dreams into clear actionable goals. We help you get clarity and then do the math so you can see how and when you can make them a reality.

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Debt Elimination Strategies

DEBT FREE

Use good debt to your advantage and pay off bad debt sooner. We review your debt situation from all angles and provide practical solutions that work in your everyday life.

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Fast Track Wealth Building

ACCELERATE

The sooner you begin investing, the sooner you can take advantage of compounding returns. Wherever you're at in life, building your investments now means reaping greater rewards down the road.

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Wealth Building Strategies

INVEST FOR THE FUTURE

Transform your haphazard investments into a portfolio that maximises your money and aligns with the different stages of your life and sleep at night factor.

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Create Options for Your Future

RETIREMENT OPTIMISATION

Whether retirement is 15 or 5 years away, we help you put a practical plan in place so you can maximise your salary and know you can retire on your terms.

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Paying it Forward

LEGACY

Know that whatever happens, your wishes are clearly documented and legally sound. We help you get your affairs in order, so you have peace of mind your legacy is set.

Build Wealth While You Sleep

PASSIVE INCOME

Imagine having the freedom to choose how and when you work, without being tied to your pay check. By creating streams of passive income, you can grow your wealth in the background, giving you more flexibility and control over your time

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Get your money working as hard as you do. Ready to take the next step?

Our Approach - Financial Pathway to YOUR Success

Orbit Wealth Client Experience Map

  • 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.

    We want to get to know you, your situation, and what you’re looking for from your financial adviser. We’ll share how we work and our process so by the end you’ll know whether working together makes sense.

  • Tell us what truly matters to you—both the big dreams and the everyday moments you want to experience in life.

    We’ll help you clarify your goals and values, and prioritise what's most important to tackle first.

  • Getting your finances sorted is part education, part action. We break down financial concepts and strategies simply so you can understand what’s possible.

    We’ll discuss different scenarios and options that will help you achieve your goals so you can decide which ones you want to explore.

  • We bring our number-crunching expertise to the table and do the math for each scenario and option.

    After our thorough research, analysis and financial modelling, you’ll know the pros and cons of each financial pathway so you can make a confident and informed choice.

  • Get the how, what, why, and when of your finances in a clear step-by-step plan. Know the specific actions you’ll need to take to achieve each goal and get support to make it happen.

    Wherever possible, we'll do the heavy lifting to get your advice implemented and support you to bring it all together seamlessly.

  • You’re busy. But we’re here anytime you have questions or want to discuss your finances.

    To give you peace of mind that things are ticking along nicely, we review how your finances are tracking every quarter, and connect with you twice a year to make any tweaks or adjustments to your plan depending on what’s happening in your life and the markets.