We like to limit the amount of clients on our books so we can maintain a close relationship and high level of service with all of them. You’ll never get lost and treated like a number at Griffiths Wealth. All clients deal directly with the business owner, Kyle Griffiths. You will never be palmed off to an employee Adviser who may move on or not have the same level of care as the business owner.

Our Director, Kyle Griffiths, has a bachelor of business (Financial Planning) and is also a Certified Financial Planner® professional. He started working in Financial Advice back in 2008 during the Global Financial Crisis so he has guided clients successfully through numerous market cycles.

Our CARE Investment Philosophy is a rigorous and methodical approach to constructing investment portfolios implemented by some of the best minds in the business. It’s a Core/Satellite approach with four pillars including Modern Portfolio Theory, Managing Investor Behaviour, Learning from History, and Personalised Planning.

Unlike most of our competitors, we are not licenced under a third party like a bank or financial institution who may also own an Investment /Superannuation platform or Insurance company. This means that you pay us and we work for you directly. Our advice is not limited by a third party and we can implement best of breed solutions that best suit our clients.

We always put our client’s interests above our own. We will never recommend any strategy or investment that is not going to put you in a better position. If we believe we can no longer add significant value we will tell you that you may no longer need to continue with our service.

We've been consistently told by clients over time that the modelling & projections is one of the most valuable things we do. It can help you join the dots between your resources, your financial strategy, and your financial future. It will help you know whether you're on track, and give you context for trade-off decisions about goals & strategies.