Wealth Management
Wealth Management entails crafting and managing a diverse portfolio tailored to your individual requirements, ensuring your investments align with your financial objectives and aspirations.
APPROACH
How we help?
Managing and investing your money can be a challenging and daunting process due to the variety of investment options and issues you must consider.
We’ll help you to understand what options are available to you, what your investment goals are with timeframes, and discuss a suitable solution to your situation.
Our ongoing service provides you the support required to manage your wealth effectively. We’ll regularly consider any new investment opportunities that could fit your situation, any withdrawals and contributions required, diversification considerations and have a continued discussion on your tolerance to risk.
PROCESS
How we do it
/01
Initial Discussion
We will ask for information about your current financial position and your financial goals to determine the scope of advice. This scope may be limited if information provided is incomplete or inaccurate or if your instructions are outside of our authority.
/02
Decision to Proceed with Advice
If you agree that personal financial advice is in your best interests, you will receive a quote for the cost of developing your financial plan (called an SoA) based on the scope agreed to with your adviser.
/03
Developing your Plan
If you decide to proceed, we will research and develop an appropriate strategy based on your goals and financial position and document this in an SoA.
/04
Presenting your Plan
When your plan is complete, we’ll contact you to arrange an appropriate time to explain our advice including risks and costs associated with any recommended strategy, and provide you with a copy of the SoA
/05
Presenting your Plan
We will go through the steps involved to implement your plan and answer any further questions you have. For comprehensive advice, we will arrange the paperwork needed to implement our advice on your behalf where possible.
TESTIMONIALS
What our clients say
WHY US
Why you should choose us
Experience
Phil and Marty have over 30 years of experience within varies roles in the financial services industry.
Local
We're based in Central Victoria and travel throughout the countryside regularly. Prefer a phone or online appointment? We do that to!
Self-licensed
We're not aligned to any dealer groups or product providers, giving us freedom to provide customised advice that’s always in your best interest.
FAQ’s
Frequently asked questions
How can Greybox Wealth help me grow my money?
Greybox Wealth develops a tailored financial strategy based on your goals, risk tolerance, and lifestyle needs. We select suitable investments and structure your portfolio so your money works smarter over time.
Is my money safe if I invest through Greybox Wealth?
Greybox Wealth develops a tailored financial strategy based on your goals, risk tolerance, and lifestyle needs. We select suitable investments, consider the right tax structures, and build long-term planning strategies to ensure your portfolio is set up efficiently. Our goal is to structure your money so it works smarter for you over time.
Do I need a lot of money to start wealth management?
Not at all. We work with clients at all wealth levels — from beginners to experienced investors. Whether you’re starting from scratch or already have established investments, we create a personalised strategy that fits your goals.
How do you make sure my investments stay safe and growing?
We actively monitor your investment portfolio and make adjustments when needed to manage risk, respond to market conditions, and keep your strategy aligned with your long-term goals. Our aim is to balance protection with growth so your wealth continues to build sustainably.
Will Greybox Wealth explain everything in simple terms?
Yes. We take the time to explain your options, strategies, risks, and benefits in plain, easy-to-understand language. You’ll always understand what we recommend, how your money is invested, and why each decision is made.