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Wealth management

Wealth opens possibilities, but it’s strategy and expertise that turn it into lasting impact. A considered, high-conviction approach ensures your investments are working toward something greater: long-term growth, stability, and the freedom to make decisions on your terms. With expert guidance and disciplined portfolio construction, your wealth becomes more than capital, it becomes a catalyst for the future you’re creating.

Wealth management

Grow your wealth with a strategy that adapts as you do:

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Build long-term financial security, one decision at a time

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Feel confident through market ups and downs

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Invest in opportunities that align with your values

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Protect your capital while still growing it

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Free up time with proactive portfolio management 

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Reduce emotional decision-making with clear strategy

When your finances become an opportunity, everything else falls into place.
Fewer surprises, smarter decisions, and more money in your pocket, year after year.

Book A Consultation

If you are seeking sustainable growth,
our services are perfect for you:

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Investment advice & management

A comprehensive investment strategy and strong asset allocation can assist with maximising the benefits and minimising the risk across your portfolio.

Supported by our dedicated investment team, we focus on communicating market developments and investment opportunities to you in a timely manner. We take the time to fully understand both your current financial position and goals. Then we tailor a comprehensive investment strategy to match and implement it on your behalf.

Our investment advice benefits you by:

  • Providing options to grow your asset base and position you to achieve
    your best possible retirement income
  • Increasing your knowledge of how much income your retirement capital
    will provide
  • Building a transparent investment portfolio tailored for you
  • Providing ongoing advice, research, reporting and portfolio management
  • Cost competitiveness by cutting out unnecessary duplication – you speak directly with the people managing your investments.
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Portfolio review service

Your investment deserves more than passive oversight. Our Portfolio Review Services covers every aspect of diligent day-to-day portfolio management, from taking care of the administrative details to taking advantage of the short-term opportunities presented by the market.

What you get:

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Ongoing strategic input:
We’re proactive in managing your portfolio and identifying new opportunities as markets evolve.
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Direct access to our team:
Available during business hours to discuss your portfolio or broader investment questions.
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Priority access to special offers:
We ensure you're among the first to evaluate and act on relevant investment opportunities.
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Tax-conscious advice:
Wherever possible, strategies are structured to enhance after-tax outcomes.
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Centralised administration:
We act as your mailing address for all investment correspondence, including dividends, interest, distributions and corporate offers.
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24/7 visibility:
View your full portfolio online, anytime.
Record Keeping
Comprehensive record keeping:
All transactions are recorded, including
income and capital gains tax tracking.
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Streamlined communication:
We serve as your first point of contact for accounting, tax and audit support.
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In-depth portfolio reviews:
Provided via a tailored Statement of Advice, including performance summaries, valuations, graphs and investment recommendations.
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Monthly valuations:
Including visual portfolio summaries to keep you updated and informed.

How myCEO works.

You’ll be paired with a senior adviser who acts as your business strategist. They closely work with you to:

  • Review your current financial position
  • Set clear, measurable business goals
  • Analyse trends, risks, and opportunities
  • Provide accountability and structured check-ins
  • Build forward-looking reports to guide key decisions
  • Help you stay focused on growth, not just survival
Whether you're preparing for expansion, planning succession, or simply want to make better use of your time and data, myCEO gives you the structure and support to lead with confidence.

Industry matters and so does expertise.

With deep industry expertise, we help you navigate the complexities unique to you and your profession.

Let’s build your
success together.

Get in touch to talk through your options clearly, calmly, and with your best interests in mind.

Book A Consultation

Why us?

We look at the full picture - your current position, how you live today, and what you want for the future - to design a strategy that’s tailored, achievable, and built to grow with you.
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We build your portfolio through direct asset acquisition rather than through third party fund managers.

Not only is this cost effective, but it also means you know exactly how, why and where your money is invested.

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We proactively manage your portfolio to maximise returns within your risk parameters.

This includes giving you priority access to offers not generally made available to the retail investor.

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We protect your financial security.

We do this by ensuring that the appropriate estate planning and risk insurance measures are in place.

Get it super right:

  • Make informed decisions that grow your retirement savings
  • Understand fees, performance, insurance and contributions
  • Align your super strategy with your overall financial goals
  • Minimise tax on contributions and investment earnings
  • Choose the right fund or structure based on your needs
  • Stay compliant and confident with regulatory requirements
  • Use super as a wealth-building tool, not just a savings account
  • Maximise contribution opportunities while staying within limits
  • Plan for retirement on your terms

Our superannuation specialists help you understand what you have, what’s possible, and what changes will make the most impact.

Meet your team of wealth management experts:

Meet the head of the finance department:

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dean.menzies@cutcher.com.au

1800 988 522

Partner

Dean Menzies

BBus, Dip FP, Cert IV Finance Broking, MFAA Full Member

Dean specialises in providing finance solutions for our clients, including home loans, investment loans, refinance, commercial loans and specialised lending for certain professions.

Dean’s background in financial services includes around twelve years in private banking in Sydney and Newcastle which involved managing the lending & wealth requirements of high net worth individuals & families.

Dean’s experience enables Cutcher & Neale Finance to establish an independent, dedicated and specialist approach to our clients ongoing finance requirements.

Frequently Asked Questions

Wealth management focuses specifically on building, protecting, and growing your investments. It often includes portfolio construction, risk management, and investment advice. Financial planning is broader and can include budgeting, debt, superannuation, insurance, and estate planning. Many clients benefit from both working together.
Not necessarily. What matters most is that you're looking to take a more strategic, structured approach to managing your investments. Whether you're just starting out or managing significant assets, your strategy should reflect your goals.
Your portfolio is built and reviewed using a structured process that combines in-depth company research, market analysis, and ongoing oversight by our Investment Committee. The goal is to deliver consistent, risk-adjusted returns over time.
Yes. You’ll have secure online access to view your portfolio, track performance and stay informed. You’ll also receive regular reports and updates from our team.
We can review your existing portfolio and provide recommendations on how to refine or restructure it if needed. Whether you’re starting fresh or looking to optimise what you already have, we’ll meet you where you are.

Contact Us

Let’s talk. Your next step starts here.

1800 988 522

Sydney
Suite 1.03, Level 1, 100 Pacific Highway,
North Sydney 2060, Australia

Melbourne
Level 8, 60 Albert Road,
South Melbourne, VIC 3205, Australia

Brisbane
Suite 5, 36 Agnes Street, Fortitude Valley,
QLD 4006, Australia

Newcastle
Level 3, 130 Parry Street,
Newcastle West, NSW 2302, Australia

Ready to take the next step? We’re here to help you move forward with comfort and clarity.

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