Our Financial Services

At Manero Wealth, we provide strategic, values-driven financial advice that empowers our clients to make confident decisions, build lasting wealth, and create meaningful impact for themselves, their families, and their communities.

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Tax Minimisation & Accounting

We deliver strategic tax planning to reduce tax liabilities and keep more wealth in your hands, while partnering with your accountants to ensure accurate, compliant financial records and reporting.

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Superannuation

Our tailored superannuation advice focuses on optimising your contributions and investment growth to build a robust retirement fund

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Wealth Management

Comprehensive wealth management that integrates investment strategies and risk management, utilising structures such as trusts and investment companies to effectively grow and protect your assets.

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Retirement Planning

Detailed retirement strategies with clear projections, focused on ensuring you generate the income needed to support the lifestyle you envision throughout retirement

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Estate Planning

In collaboration with legal experts to establish your wills, we structure your financial affairs to minimise estate tax, maximise benefits for your beneficiaries, and facilitate seamless intergenerational wealth transfer.

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Personal & Business Insurance

We provide insurance solutions that protect the financial plans we build together, safeguarding both your personal and business interests.

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Aged Care & Social Security (Centrelink)

Navigating the complexities of the Aged Care system & Centrelink, we help you access entitlements and support when you need it most.

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Cashflow Management

We develop tailored cashflow strategies to optimise your income and expenses, ensuring strong financial control and stability.

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Lending & Debt Management

Collaborating with trusted brokers, we advise on managing and restructuring debt to optimise borrowing and improve financial flexibility.

Our Process

  • 1. Discovery Call

    We begin with a relaxed, no-obligation conversation to understand your values, goals, and financial situation. This is your chance to ask questions, share your vision, and see if we’re the right fit, with no pressure and full transparency. The discovery call is complimentary.

  • 2. Strategy and Scope

    Following the discovery, we take everything you’ve shared to design a tailored strategy that aligns with your goals and circumstances. We’ll provide a clear scope of advice before proceeding, so you know exactly what to expect and how we’ll move forward.

  • 3. Advice Development

    Our team crafts a comprehensive financial plan that covers your key priorities, from investments and superannuation to risk management and retirement projections. We focus on clarity and actionable insights, so you feel empowered to make informed decisions.

  • 4. Presentation and Implementation

    We don’t just deliver advice; we partner with you to bring it to life. From paperwork to follow-up, we manage every step of the implementation process to ensure your plan is executed efficiently and accurately.

  • 5. Ongoing Partnership

    Your financial life evolves, and so should your plan. We stay connected with regular reviews and proactive adjustments to your strategy, helping you navigate changes in markets, policies, and personal goals. We’re here for the long haul, committed to your success.

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Fee Structure

At Manero Wealth, we believe great advice is built on clarity and trust, and that starts with being upfront about how we charge. Our fees reflect the depth of thinking, strategy, and care that go into building and managing your financial plan. We don’t earn commissions from investment products, and we don’t get paid to sell, we’re here to serve your best interests, not someone else’s. Every dollar you invest in advice should bring value, confidence, and results.

  • We structure our initial advice fees across three key stages, allowing you to move forward with clarity and confidence.

    • Strategy Development

    After your discovery meeting, we take the time to map out a tailored financial strategy. This includes identifying opportunities, clarifying your goals, and outlining potential pathways. 

    • Advice Preparation

    If you choose to proceed, we begin crafting your formal advice documents, including projections, modelling, research, and scenario comparisons. This forms the foundation of your plan.

    • Implementation

    Once you’ve reviewed and accepted the advice, we take care of executing the plan — from applications, setting up portfolios to coordinating with accountants, lawyers, and lenders as needed. 

    Our fees are charged based on complexity

  • Financial advice isn’t a one-off event. Markets shift, legislation evolves, and your goals will change — so our ongoing partnership ensures your strategy remains relevant and responsive.

    We offer a comprehensive service that includes:

    • Annual strategy reviews to track progress and update goals

    • Portfolio monitoring and rebalancing to ensure your investments remain aligned

    • Access to timely advice as opportunities or challenges arise

    • Proactive adjustments based on policy or economic changes

    • Client-first service — available when you need us, not just once a year

    Ongoing fees are charged as a fixed monthly service fee, based on a percentage of funds under management. This depends on the complexity of advice and the level of support required.

  • For any insurance products recommended as part of your plan, we may receive commissions from providers. We commit to full transparency and always prioritise your best interests.

  • Fees can be paid directly or, where eligible, deducted from your superannuation balance when advice relates to your super.

  • We offer one-off Centrelink advice tailored to your specific circumstances, starting from $880. This service focuses purely on social security matters, including guidance on eligibility, entitlements, and assistance with completing and submitting Centrelink applications. It does not include personal financial advice or recommendations.

Get In Touch

The best way to start is by booking a free discovery call. If you’d like to reach out first, simply submit your details via the form and I’ll be in touch.

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