Wealth Management

Gain confidence and clarity in your financial future. Our trusted financial advisers have decades of experience gained at world class institutions. They will help you develop a holistic financial plan tailored to your specific goals. Whether its savings, investments, superannuation, personal insurance or retirement planning, we help you build your knowledge and develop a clear roadmap to grow your wealth.

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Our Wealth Management Services

How Does it Work?

  • We’ll book a meeting with you to discuss your circumstances and goals and explore how we can add value. This meeting is free of charge and obligation.
  • If you decide to engage us, we will agree on the scope of our advice and a fee structure with you before you incur any fees. Once engaged, we will collect information from you so that we fully understand your financial situation.
  • Following research and analysis, we provide you with a detailed statement of advice (financial plan) addressing all your questions and outlining a financial roadmap for the future.
  • We will handle all the paperwork to implement your plan and, if you choose, support you on an ongoing basis with your financial planning needs.
  • The information you provide will remain confidential and you may terminate our engagement at any time. We will always act in your best interests.

Why Choose Korff Wealth?

Why Choose Korff Wealth?

Our team have deep experience in the industry founded on training in world-class institutions. Over the years we’ve helped a range of people navigate personal insurance and find the right mix for their needs.
Our experts help you ensure that the financial services and products you use remain appropriate and cost-effective. We provide ongoing support, assessing your plan and market trends to keep you in control of your financial future.
Save time and hassle with all your financial needs taken care of in one place. Whether financing your first home, taking out personal insurance to protect your family or funding your retirement—we provide holistic advice tailored to your goals.

Our business is owned by our advisers. We provide objective advice that is thoroughly researched and in your best interests.  

We never leave you in the dark. Our experts will explain financial concepts in language you understand, to ensure you have a good understanding of all the options and can decide what’s right for you.
Are you tired of endless financial paperwork and compliance? Concerned that you have missed your life insurance premium or a super contribution? Is your SMSF compliant? We will help you manage all this red tape.

What Our Clients Say

“My wife and I are both Korff Wealth clients and have been for some 7 years. Korff Wealth were exceptional in delivering a Retirement/Investment income package to us both based on their research that provides us with a sound and carefully managed income stream that satisfactorily meets our needs. Highly recommended for new clients expecting a professional team that can provide you the service to meet your financial goals especially at retirement.” 

Greg Hensell 

“We have been with Korff Wealth for several years now. It commenced with getting our self managed super fund in order and over the years many financial decisions have been made with the assistance of Campbell Korff and his efficient team. We have successfully put in place a solid superfund investment plan, long term financial planning and assistance with property purchase and all the associated dealings. Their service has been exemplary, we highly recommend the Korff Wealth team.” 

Deanna Belluzzo

“We have used Korff since 2017 and have had excellent service every time we have contacted them. Information is always clear, detailed and accurate. We would happily recommend their services.” 

Becs Gilhooley

Your Advisors

Learn more about the team

Get in Touch

Want to learn more about how our wealth management can provide clarity and control over your finances? Get in touch for an obligation-free discussion with one of our advisors.

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