About us

Next Phase Wealth has evolved into a dynamic organisation committed to the success of your long term financial solutions. Following the principal of strategic life-stage financial planning, Next Phase Wealth offers you an ongoing partnership to help you build towards and achieve your financial goals – no matter what life throws your way.

Next Phase Wealth offers solutions for all your financial needs. We provide a comprehensive range of services from financial planning, risk management, superannuation, self managed super superannuation funds, portfolio management and estate planning.

Our advisers provide comprehensive, professional and personalised services to help you achieve financial freedom.

We work in partnership with our clients to establish where they are now, what they want to achieve in the future and what they need to do to turn their financial goals into a reality.

Whether you’re starting out, nearing the end of your working life or somewhere in between, our advisers can work with you to ensure your tailored and strategic financial plan grows and adapts with you.

Please click here to download our Financial Services Guide.

About Consultum Financial Advisers

Next Phase Wealth are proud to be an Authorised Representatives of Consultum Financial Advisers. Consultum is a national financial planning group created in 2006 following the merger of two leading Australian financial planning companies: Winchcombe Carson Financial Planning (Winchcombe) and Financial Partnership.

Established in 1979, Winchcombe was one of Australia’s pioneering financial planning groups. Financial Partnership, launched in 2002, was one of Australia’s first lifestyle financial planning groups, seeking strong, ongoing relationships with its clients throughout every life-stage.

Consultum also has the backing and resourcing of its parent company The IOOF Group, an ASX 200 listed company that has been looking after the financial security of Australians for over 160 years.