Our clients are everything and we will work with you to assist you to achieve goals you never thought were possible. You are unique and your financial plan should be as well, it’s the service and care that we believe will make the difference.
Contact us to find out more about the Annex difference.
Annex Wealth is a Melbourne-based financial advisory firm that was established in 2015. Our clients typically have diverse investment portfolios and complex financial planning needs.
Annex Wealth is privately owned by our small team of highly experienced advisers. Each owner has an impeccable track record of integrity in the financial planning industry.
Our service model is designed to cater for your individual needs at every stage of your financial journey. We provide you with value every step of the way. We’ll help you to achieve your short, medium and long-term financial goals, whatever they may be.
Areas of Expertise
Private Wealth Manager
Private Wealth Manager
Client Services, Manager
Financial Planning Assistant
Private Wealth Associate
My wife and I started with Simone 15 years ago. We were new parents and wanted to make sure our families future was going to be solid & stable. Simone has exceeded far and beyond what we could ever have asked for. Simone's ability to understand people, their needs and what they require for their future goals is outstanding and is the reason we still have all our finances in her hands today. Simone is an exceptional financial advisor that truly cares and has the very best interest of her clients at heart
We sold our property portfolio, and this was a big move for us. As we moved into a new diversified portfolio his work made us feel comfortable, and built trust on our part. He led us through a sensitive rebalancing and closer scrutiny of performance, and that pleased us while we came to grips with our changed circumstances. We can easily see that Mark took a good reading of our sensitivities.
His understanding of my rather complex financial situation is exemplary, and he has helped me to re-construct a sound portfolio to assist me into my retirement. Lindsay has also helped me enormously with issues that are outside his job description but have a direct bearing on my financial stability. I have no hesitation in recommending his services with complete trust and I look forward to a continued financial relationship with him.
For me, fundamental to the success of our relationship is trust – and it is essential that this be two-way. Mark understands every aspect of my financial position and my trust in the advice I am given is unequivocal. Annex Wealth works together with my accountant and my solicitor as a single team to ensure that I am receiving holistic advice. The willingness and the ability to work with multiple independent parties provides me with the comfort of knowing that my financial future is secure.
We had a very honest review by a finance professional. He came to see us, probably spent most of the day with us – listening. There was a staggering amount of grunt work involved in setting it up – thanks Peter - almost refreshed our faith in humankind!