OneLedger Wealth

Superannuation

Your superannuation could be one of your most significant financial assets—second only to your income or family home. That’s why we’re committed to helping ensure it’s working just as hard as you are. With the right strategy, your super can support your long-term goals and empower your future.

Retirement Planning

For many, enjoying life in retirement—and achieving it as early as possible—is a cherished goal. We’re here to help turn that ambition into a reality. Our tailored strategies focus on growing your assets before retirement and strategically managing your funds throughout retirement, so your wealth continues to support your lifestyle for years to come.

Personal Risk Insurance – Life, TPD, IP & Trauma

Life can be unpredictable—and your financial plan should be ready for it. Over a lifetime, many individuals earn upwards of $2 million in income, making it one of their most valuable assets. Protecting that income is crucial to maintaining long-term financial stability. We help you prepare for life’s unexpected turns with strategies designed to keep your finances resilient and secure.

Investment Management

Building a strong portfolio has the potential to deliver great returns—but navigating the investment landscape can feel overwhelming. Our Advisers simplify the journey with expert guidance tailored to you.

Every investment is unique, so we take the time to understand your goals and risk comfort level. Using evidence-based strategies, insightful education, and realistic expectations, we help you make smart, informed decisions. Our mission is to ensure your investments stay aligned with what matters most to you—so you can progress with confidence and clarity.

Estate Planning

We are dedicated to ensuring your assets are allocated efficiently and in alignment with your exact wishes.

Our Advisers are here to  assist you structure your assets with clarity, confidence, and complete respect for your personal goals.

Your financial legacy matters. We work closely with you to ensure every asset is distributed precisely as you intend.