We’re not for everyone. And we don’t pretend to be.

I can tell you we’re good with money. What we do have are a very particular set of skills, skills we’ve have acquired over a very long career, skills that make us a nightmare for people looking to take advantage of you.

We stay in our lane. We specialise in helping you understand what’s important to you, putting practical steps in place to reach your goals, and generally kicking ass with all things banking and finance.

Like any relationship, it’s takes two to tango. To make sure we’re the right fit, check out what we commonly help with below.

Buying a property can be one of the most important life decisions you make. Often the most confusing too. It can be hard working out who to trust – who’s working in your best interest, and who’s just taking you for a ride.

At Experience Wealth, our number one priority is to make sure you don’t get ripped off during the lending process. We also know life isn’t straight forward and that there’s really no such thing as “normal”.

Bret – our self appointed Lending Oracle has seen it all and there is no lending situation too complex for him to understand. Come and have a chat with us and let’s get you taking snaps in front of that sold sign asap.
Buying property is not a new gig for you, but you’re looking to expand your portfolio without stretching yourself too far i.e. you aren’t going to give up lattes, uber or bottomless brunch.

More often than not, this is all in the way you crunch the numbers and the lender you chose can make or break you. That’s where we can really help. Experience Wealth is no stranger to the lenders – we’ve been dealing with that mob for a long time now.

Our goal is to get you the most suitable loan for your situation, at the best possible rate – so you can grow your property empire without having to resort to instant coffee.
You’re on a fairly good wicket. You save a small chunk of your salary and your credit card balance doesn’t keep you up at night. You’re not afraid of picking up private numbers because you pay your bills on time. If there was an emergency and you needed cash quick, you’d be perfectly okay – but you aren’t exactly Dante Thomas’ Miss California. Yet.

We’re here to help you maximise your good habits and increase your knowledge when it comes to stashing cash because, hey – yolo. It’s time to get your money working for you while you sleep, sink beers or binge watch Billions (you get where we’re going with this). Let’s put you on the path to become the Beyoncé of your bank account.

After all – you work bloody hard. It’s about time you reaped the benefits of being the star of your own show.
We all like to think we’re unique (especially in Melbourne) but one thing that unites us is that we all have dreams. Things we want to do, places we want to see, goals we want to achieve before we kick the bucket.

The sobering and slightly irritating truth of the matter though, is that many of these dreams require one thing to get them going – money.

Have you got a specific goal or event which requires you to pull together some serious cashola? Whether you’re tying the knot, buying a beemer or basking in the Bahamas, our job is to create the framework to help get you there on your own dollar.
It’s finally payday – you’ve logged onto online banking 34 times in the past two hours, waiting for that direct deposit to hit. The only problem is - the minute it does, your rent is coming out, then your phone bill, Netflix, the money you owe your mate for dinner (and the cazillion drinks) last Friday. You’ve rescheduled your dental appointment twice now because if you do actually go, you’ll be eating Migoreng noodles for the next week.

Your spending is all over the place and you know you need help. You’ve tried to do budgets on your own, but your initial burst of enthusiasm has never lasted long enough to break your paycheque to paycheque MO. It’s not that you earn bad money, it’s that you’ve never been a Rockstar at managing it. You’ve reached your Ralph Wiggim “I’m in danger” moment – and that’s totally okay. We’ve got you.

Let’s get together and sort this out. We want you to stop wincing when you tap your card, waiting to see if that “approved” symbol will light up on the Eftpos machine.
There are enough things in life to worry about without money being added to the pile. When you’re juggling a million things at once, it can be hard enough to imagine keeping afloat – let alone smooth sailing.

We want to change all that. Sometimes the one thing lacking from a good money plan (as in – one that actually work) is an adviser who genuinely gets it. Our advisers have been through it all just like you. In fact, that’s why we started EW. We understand what you are coming up against day-to-day and are familiar with the money issues of families, couples and individuals in the noughties.

Our money coaching isn’t about product – it’s about people. Our role as coaches is to get you to chillax mode, eliminate your money anxiety and help build money plans that are realistic and here for the long term.