Financial Planning & Wealth Advisory
Helping You Secure Your Financial Future
Your Trusted Partner in Financial Success
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AS Wealth Advisors offers reliable, personalised financial guidance with a strategic touch. As part of the Alexander Spencer Group, AS Wealth Advisors brings over 17 years of experience in financial advising, banking, and client management. Our dedicated team is here to help you create, grow, and preserve your wealth, no matter where you are on your financial journey.
The Value We Deliver
No two financial journeys are the same. We take the time to understand your goals and craft personalised strategies that fit your life.
Tailored Advice
Your success is our priority. We focus on measurable outcomes that align with your long-term goals.
Results-Focused Strategies
We build lasting relationships based on honesty, clear communication, and your best interests at heart.
Trust and Integrity
The Solutions We Provide
Growing & Managing Wealth
We offer personalised advice on investments, superannuation, and tax-effective strategies to ensure your financial future is secure and help you grow over time.
Superannuation
We help you navigate superannuation options, contributions, and tax benefits to maximise your retirement savings.
Investments
We offer expert guidance on shares, ETFs, and managed funds. Our investment approach focuses on long-term growth while managing risk, helping you achieve your financial goals.
Debt Reduction Strategies
We assess your current debt, identify opportunities to reduce interest payments, and create a customised plan to manage and eliminate debt efficiently, alleviating your financial stress.
Retirement Planning
We help you create a roadmap that aligns your financial resources with your lifestyle goals, ensuring a comfortable and stress-free retirement.
Insurance
We offer guidance on life, income protection, and trauma insurance, ensuring you’re covered for life’s unexpected events.
Self-Managed Super Funds
Our advisors help you understand the benefits and obligations of managing your super, providing tailored advice on setup, compliance, and investment strategies.
Estate Planning
We help you create a plan that reflects your wishes, minimises tax liabilities, and provides peace of mind for your loved ones.
The Team Powering Your Growth
David Posterino
Managing Director
61 3 8199 3000
Damian Care
Financial Advisor
61 3 8199 3000
Let’s build your financial roadmap together.
Reach out to speak with one of our experienced advisors.
A Self-Managed Superannuation Fund (SMSF) is a private super fund that provides individuals with complete control over their retirement savings. Unlike traditional super funds, SMSFs allow members—who typically also serve as trustees—to make personalised investment decisions. This flexibility is appealing to many Australians, though it comes with increased responsibility and compliance requirements.