Wealth Strategy & Advisory
A single, structured plan connecting your business, investments, superannuation and estate — reviewed as your life and circumstances change.
Wealth strategy →Fio Wealth Pty Ltd · Melbourne VIC
Clear strategy for your business and wealth.
Professional business and consulting services for Australian owners, executives and families — structured wealth advice, practical business guidance and disciplined investment management, all under one roof.
Services
Advice across every stage of business and wealth.
One team, one plan — from business structure and growth through to investments, retirement and succession.
Business & Consulting Services
Practical, commercial advice on structure, cash flow, growth and operations for Australian businesses and the people behind them.
Business consulting →
Investment & Portfolio Guidance
Evidence-based portfolio construction and disciplined rebalancing, aligned to your risk profile, time horizon and objectives.
Investment guidance →Why Fio Wealth
Advice shaped by your position — not our products.
We specialise in fee-for-service advice. Our only incentive is the quality of the guidance itself — every recommendation is documented, explained in plain language and measured against your objectives.
- Independent and fee-for-service — no commissions and no product incentives.
- Senior adviser on every engagement, with direct access to the person who knows your file.
- A documented process: discovery, strategy, implementation and disciplined ongoing review.
- Melbourne-based, with secure video appointments for clients across Australia.
Service areas
Based in Melbourne VIC, advising Australia-wide.
In-person appointments across greater Melbourne, and secure video consultations for clients anywhere in Australia.
Melbourne CBDInner MelbourneBaysideEastern SuburbsWestern SuburbsNorthern SuburbsMornington PeninsulaGeelongBallaratBendigoSydneyBrisbaneAdelaidePerthAustralia-wide · secure video
Client feedback
What clients say about working with Fio Wealth.
We are building a library of verified client feedback. Genuine testimonials will be published here as they are collected and approved.
Get started
Ready for a clearer plan?
Tell us about your business and where you want it to take you. We will respond with considered next steps and a tailored quote — usually within one business day.