Specialist Wealth

Years of combined experiences

  • Financial Planning
  • Insurance Advice
  • Cash Flow and Tax-Effective Structures
  • Home Lending
  • Investment Lending
  • Practice Acquisition
  • Equipment and Asset Finance
  • Ongoing Guidance
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Mission

Specialist Wealth offers expert financial strategies exclusively for medical, dental, and veterinary pros. We use 100+ years of combined experiences to empower clients and build financial success.

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Vision

A wide range of unique finance and loan products designed to enable you to buy a home or investment property, open your own practice, or simply purchase various personal or business assets today.

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EPIC

We are guided by Excellence, Partnership, Innovation, and Care. We uphold high professional standards, build trusted relationships, drive fresh solutions, and provide empathetic client support.

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From the Director’s Desk

It is with great pleasure that our Directors extend a warm welcome, sharing the core principles that stand at the very foundation of our firm. We operate with absolute integrity and a relentless pursuit of excellence, driven by a deep dedication to your success. Our mission is to empower every client to achieve their specific financial aspirations, not through generic solutions, but through bespoke strategies and lasting, trusted relationships that evolve as your needs do. Let's start your financial journey today!

Our Services

Strategic Wealth Services You Can Trust

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Financial Planning

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Lending

02
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Insurance

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Super & SMSF

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Years of Experience You Can Rely On

Client Committed

Industry Focused

Building Financial Confidence, Together

01

Discover & Understanding

We begin by listening, understanding your financial situation, goals, and values to ensure every recommendation is tailored to your needs.

02

Strategic Planning & Implementation

Our experienced advisers develop and implement customised strategies designed to help you grow, protect, and manage your wealth effectively.

03

Ongoing Review & Support

We're committed to long-term partnerships reviewing your plan regularly, adaptive to life's changes, and keeping your financial goals on track.

Our Teams

Meet the People Who Guide Your Financial Journey

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Director - Lending Services

Chris Richardson

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Director & Financial Advisor

Katharine Fasal

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Financial Adviser

Bain Stenos

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Financial Adviser

Matthew Aspinall

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Credit Analyst

Stephen Simpson

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Finance Specialist

Ryan Robson

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Recommended Financial Adviser

We've been fortunate to have Katharine Fasal as our financial adviser. Katharine's proactive and tailored approach has significantly impacted our financial well-being. More than that she's is always there for us, offering expert advice and support that goes beyond the call of duty. We wholeheartedly recommend Katharine to anyone seeking a financial adviser who genuinely cares and consistently delivers.

Kayla

Excellent choice!

We found Specialist Wealth different because they helped when it really matters: claim time. They do this because they has a passion for what they does and a clear desire to provide help to their clients when they need it most. In our case, we were able to make a claim for income protection in what initially seemed like a lost cause. Specialist Wealth was able to do this because they had a deep understanding of the fine print of our insurance policy. Their knowledge and passion for what they do makes them an excellent choice when it comes to life insurance.

Alvin

Confidence Financial Planning

Our financial planning took a dramatic turn for the best when we were introduced to Specialist Wealth. Specialist Wealth took the time to understand our needs and position in great detail and equipped us with the information we needed so as we were able to make decisions about our future financial planning with confidence.

Natalie

Complete TRUST

My husband and I were both absolutely delighted with Specialist Wealth. What really impressed me was the way they took the time to get a feeling for where we were at, his depth of knowledge, lateral thinking and their common sense approach, made us feel comfortable. I have no hesitation in recommending Specialist Wealth firm's services with complete trust and I look forward to a continued relationship with them.

Paula

Have Questions?

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