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Your Wealth Portal

Prepare for tomorrow, make the most of today

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Start Your Wealth Report

New to Specialist Financial Solutions? Use Wealth Central to complete your profile and obtain an obligation-free, Wealth Report, providing you with insights such as your estimated Super projections, insights into your home and how your wealth compares with other people your age, and much more. 

Wealth Central is an interactive solution offering an engaging platform to build your personalised financial profile and data-rich insights, enabling us to provide you with the best advice and service possible.

For existing clients, some of the features include a Client Dashboard – providing an instant overview on your financial position; a Digital Fact Find – allowing you to keep us updated with any relevant changes to your situation; Wealth Review – creating an instant report on your complete financial position; and a Document Vault – a highly secure digital location for the uploading and storage of your documentation, which can be accessed by your advice team.

Why Get Financial Advice?

Financial advice can help you make better decisions about your financial future at any stage in your life. You work hard so why not make sure your money is working as hard as you are?

The value of good financial advice isn’t exclusive to ‘the wealthy’. We all have the potential to build financial independence. A skilled Financial Adviser could help you reach that potential and put thought into action, especially if you tend to put things off.

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What we do

We develop tailored step-by-step financial strategies and help you make informed decisions about your money.

Superannuation

Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.

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Retirement Planning

Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money for the future

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Investments

Everyone has different needs and circumstances. Please contact us before you start putting your money into any form of investment.

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Wealth Protection

Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right solution for you and your family.

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Self Managed Super

An SMSF is one where you, as a trustee and member, have responsibility over the management, investment and admin of your super fund.

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Debt Management

Effective debt management is not just about the interest you pay, but also the type of assets you’re investing in and prioritising your debts.

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Estate Planning

We’d all like to leave a legacy once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time.

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Aged Care

It’s not easy making the decision to place a loved one into care. Once you’ve made the call, it can be confusing to understand how it all works.

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Our financial planning process

Our Proven Process helps us get to know you – your passions, goals, needs and wants. From there, we develop a customised financial plan that adapts and changes as your life progresses.
Step 1
Step 2
Step 3
Step 4
Step 5
Discovery Call
Let’s have a quick chat so we can find out how we can work together to help you achieve your goals.
Gather Data
We gather data on your financial situation so we take a comprehensive look at your life and finances.
Financial Plan
We create a personalised financial plan that will serve as a roadmap towards your goals.
Implementation
We now put your financial plan in action by implementing all your personalised strategies.
Support
There is no ‘set and forget it’. We stay in touch and review your plan based on major life changes or market factors.

Insights

Market movements and review video – November 2024

Market movements and review video – November 2024

Stay up to date with what’s happened in the Australian economy and markets over the past month. Welcome news on…
Harnessing the double edge sword of tech

Harnessing the double edge sword of tech

In our fast-paced digital world, technology often feels like a double-edged sword. On one hand, it offers incredible opportunities for…
Unlocking success: lessons from the world’s best investors

Unlocking success: lessons from the world’s best investors

While effective investing is crucial for wealth creation, there is a lot to know and many pitfalls to avoid, as…
The Age Pension and your retirement plans

The Age Pension and your retirement plans

Most people intend to retire between ages 65 and 66, according to the latest data and, surprisingly, despite growing superannuation…
Quarterly Newsletter October 2024

Quarterly Newsletter October 2024

Welcome to our latest quarterly newsletter In our first article, we’ve outlined ways to effectively boost your super balance, no…
October 2024

October 2024

Welcome to the latest edition of our client newsletter, Our articles cover a range of topics which we hope you…
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What our clients say

We would like to express our thanks for the work you have done for us over the past years. The expertise and attention to detail with which you have handled our financial affairs could not be faulted. Particularly reassuring is our confidence in the absolute integrity of your dealings with us. Your advice on financial planning issues has enabled us not only to achieve our goals, but to ensure that our future is financially secure. We are very happy to recommend your services to future clients.
Samuel and Hilary Van Eldik
Like most semi retired or retired couples our main concern going forward was how to select the best financial planner. We did our research and spoke with a few advisers.Ryan was recommended to us by a personal friend of ours. We arranged a private meeting with Ryan at our home. It was obvious to us from the very start that Ryan had all the credentials required to best assist us. At no stage did Ryan appear to push us into anything we were not sure of. His priority was firstly to obtain what our goals were for different stages moving forward. After giving us several options we had no hesitation in selecting Ryan. His up to date knowledge including Centrelink was extremely helpful in our position. We would highly recommend Ryan to all our friends
Noel & Sue Joyce
Ryan Kelly has helped us sort out and bounce back from financial investments that were a real mess when we first met him. He explains financial matters well and in a manner that is easy to understand. Ryan has a pleasant disposition and he treats you as a person, not a number. We are very thankful for his insights and advice when it comes to financial matters and we will follow him wherever he goes because we trust and believe in him.
Michael and Nina
Ryan Kelly has been our financial adviser for several years and has provided advice and guidance through a number of changing circumstances in our lives. He is well-versed in the financial environment and provides easy to understand options to manage personal finances. Our interactions with Ryan over the years have always provided a positive outcome for our prevailing circumstances. We have, and will continue to, recommend Ryan to our family and friends.
Mike & Jacqui
Ryan, over the last three years you have restored our faith in the existence of Honesty, Integrity and Service in the Financial Services arena. Your ability to listen, understand and show empathy to us, your clients, and then use your extensive knowledge and expertise to advise us in financial matters, has been a Godsend! Our hope is that our peers, who find themselves in similar circumstances, will be fortunate enough to find a Ryan Kelly to assist them! Thank you ever so much!
Rose and Vince Mesiti
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Legals

Ryan Kelly, Tony Minchin, Darryn Pereira & Jay Thwaites of Specialist Financial Solutions Pty Ltd ACN 120 859 921 ATF Specialist Financial Solutions Unit Trust ABN 34 066 862 443, Authorised Representatives of Consultum Financial Advisers Pty Ltd ABN 65 006 373 995, AFSL number 230323, an Australian Financial Services Licensee, with offices at Level 6, 161 Collins Street, Melbourne VIC 3000.

General Advice Warning

Any advice on this site is general nature only and has not been tailored to your personal objectives, financial situation and needs. Please seek personal advice prior to acting on this information. Any advice on this website has been prepared without taking account of your objectives, financial situation or needs. Because of that, before acting on the advice, you should consider its appropriateness to you, having regard to your objectives, financial situation or needs.

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Know where you stand – Wealth Report is a one-stop shop for understanding your financial situation

Project your future – Use Wealth Report’s industry-leading modelling to project your future.

Immediate response – Wealth Report delivers your personal report immediately.

Assess you goals – Explore multiple ‘What if’ scenarios for the years ahead.

Let us do the maths. With Wealth Report’s integrated approach, fill out your information once and we will apply all appropriate calculators to fit your life

Secure and private. We are unable to view your personal information unless you select the option to allow a qualified financial adviser from our team to view your data and contact you.

Download the Guide

In this free ebook we share 5 important steps to help you be the boss of your money.

We’re committed to your privacy. We may use this information you provide to us to contact you about our services. You may unsubscribe anytime.

Jane Brown

Head Accountant

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