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Our clients

Everyday Australians, at every stage of life

You do not need a large portfolio to get value from advice. In nearly all cases, the earlier you seek advice, the more that advice ends up being worth in the long run.

Where you might be

The right advice at 35 looks nothing like the right advice at 65. What follows is roughly how we think about it; most people recognise themselves in one of these.

  1. Establishing

    30s – 40s

    Building a career and a family

    Juggling a mortgage, young kids and a growing income. The priority is structure: protect the household, kill bad debt, and start super working early.

    • Insurance
    • Cashflow
    • Debt

  2. Accumulating

    40s – 50s

    Peak earning years

    Your income is at its strongest and every extra dollar has decades to compound. This is where deliberate contribution and tax strategy pays for itself.

    • Super strategy
    • Investing
    • Tax structure

  3. Transitioning

    55 – 67

    Approaching retirement

    The questions get sharper: can I afford to stop, and what does the first ten years look like? We model it properly before you commit.

    • Retirement modelling
    • Transition to retirement
    • Risk reduction

  4. Retired

    65+

    Drawing an income you trust

    Turning a balance into a reliable income that lasts, while making the most of any Age Pension entitlement along the way.

    • Pension income
    • Centrelink
    • Estate readiness

Being straight about it

Saying yes to work we are not suited to serves nobody. If any of these is you, we will tell you in the first conversation and point you somewhere better.

  • You want someone to pick winning stocks

    We build long-term strategy around your goals and risk tolerance. If you are looking for short-term trading calls, that is genuinely not what we do.

  • You want advice with no conversation

    We cannot responsibly recommend anything without understanding your circumstances. If you want a product recommendation without the process, we are the wrong firm.

  • You need a specialist we are not

    Complex tax structuring, commercial lending or legal work sit outside our authorisations. We will refer you to someone in our local network who does it properly.

Client stories

A few of the people we advise across the Gold Coast, on what the advice actually changed for them.

  • Retirement planning

    The guidance and advice that we have received from Matt towards our retirement planning has been sensational. From the very beginning, Matt took the time to understand our own goals and risk appetite and was able to tailor a strategy that suited our own needs, not a one size fits all approach. His expertise in wealth management and superannuation has positioned us strongly to enable us to retire well before ‘retirement age’. The earlier you seek advice, the better off you will be.
    Peter and BarbAdvised by Matt Lewis

  • Super, tax and debt

    Working with Jarrad and the team has been one of the best financial decisions we’ve made. Their expert knowledge and strategic advice have helped us minimise taxation, build our superannuation and significantly reduce debt, allowing us to own our home. What truly sets Jarrad apart is not only his expertise, but the way he treats clients. He is patient, honest, and takes the time to explain every recommendation clearly. Throughout the entire process, we felt genuinely respected, valued and listened to.
    Peta and LenAdvised by Jarrad Page

  • Transition to retirement

    Jarrad and his team have provided us with support and guidance in all financial matters. We are particularly grateful for his expertise in relation to tax planning, navigating Centrelink and our transitioning to retirement over the past four years. I would highly recommend Right Advice Wealth Management to anyone looking for expert advice regarding their investments and future financial endeavours.
    RobynAdvised by Jarrad Page

  • Superannuation and pensions

    We have been using Matt Lewis and Right Advice Wealth Management for the past 14 years and have been very grateful for our very positive financial results thus far. Matt has personally helped us with sound investment advice with emphasis on superannuation and pension strategy. We have appreciated his availability and personal contribution to our portfolio, and would happily recommend Right Advice Wealth Management to others.
    Glenda and Denis MullengerClients of Matt Lewis for 14 years

  • Retirement and Centrelink

    I was transitioning from full time employment into retirement, a prospect that I was very uncertain about. Jarrad and his team made the transition seamless and effortless, including the daunting prospect of dealing with Centrelink. Jarrad and Therese are always readily available if I have any questions or concerns regarding my portfolio, and they action any request promptly and professionally. Highly recommend Right Advice Wealth Management if you are looking for a first class company.
    Jane GreenClient of Jarrad Page for 4 years

  • Approaching retirement

    My wife and I have both been clients of Right Advice Wealth Management for the past 5 years. Matt and his team have always been available to us when we needed their input, or to review our situation as we transition toward retirement. Their advice always involves our input to ensure we are comfortable with their recommendations. I’d not hesitate in recommending Matt and the RAWM team to family and friends.
    Kevin and Carole Ann FordClients of Matt Lewis for 5 years

  • Investments and retirement

    Nat and I have been clients of Matt and the team at Right Advice Wealth Management for many years, and we’ve always appreciated their professional, honest and personalised advice. Matt has helped us with investment planning, superannuation, retirement strategies and portfolio management, giving us confidence in our financial future and the freedom to enjoy retirement and overseas travel.
    Nat and Warren PickeringClients of Matt Lewis

Get started

Tell us roughly where you are and what you would like to sort out. If we can help, we will explain exactly how and what it costs. If we cannot, we will say so.

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By submitting this form you consent to us contacting you about your enquiry. We will never sell or share your details. Right Advice Wealth Management is an Authorised Representative of SGN Financial Pty Ltd ABN 40 120 395 904, AFSL 490523.