Advice That Puts You First
Guidance with integrity, care, and clarity. A focus on what really matters. Your goals, your future, your peace of mind.
Client-Centered Experience
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Education and Empowerment
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Integrity and Transparency
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Excellence and Growth
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Client-Centered Experience > Education and Empowerment > Integrity and Transparency > Excellence and Growth >
Wealth Your Way
You’re at the centre of everything we do. We design strategies around your goals, giving you clear guidance, ongoing support, and the knowledge to make confident financial decisions.
When you thrive, your wealth and your future thrive too.
How We Help
Building and Protecting Your Wealth
From smart tax minimisation strategies to comprehensive wealth management, we focus on helping you grow your assets while protecting them for the future. This includes structuring investments through trusts or companies, partnering with accountants for accurate reporting, and delivering tailored cashflow and debt management solutions. By building a strong financial foundation, we ensure your wealth works harder for you while keeping more in your hands.
Includes:
Tax Minimisation & Accounting
Wealth Management
Cashflow Management
Lending & Debt Management
Planning for Retirement and Beyond
We take a long-term view of your financial journey, helping you prepare for a comfortable retirement and secure intergenerational wealth transfer. From optimising your superannuation and SMSF strategies to developing detailed retirement plans with clear income projections, we ensure your future lifestyle is supported. Our estate planning services, delivered in collaboration with legal experts, provide peace of mind that your legacy is structured to benefit your loved ones seamlessly.
Includes:
Superannuation
Self-Managed Super Funds (SMSFs)
Retirement Planning
Estate Planning
Safeguarding Your Lifestyle and Family
Life can be unpredictable, which is why protecting what matters most is at the heart of what we do. We provide tailored personal and business insurance solutions to safeguard the financial plans we create together. We also support you through life’s transitions, including navigating Centrelink entitlements to planning and ensuring you and your family remain financially secure and supported when it matters most.
Includes:
Personal & Business Insurance
Social Security (Centrelink)
Aged Care
Who We Are
At Manero Wealth, we believe financial advice is about more than numbers, it’s about people, purpose, and potential. We put people before profit, delivering guidance and support so clients can do more, reach further, and live with confidence.
Frequently Asked Questions
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We work with professionals and families across all life stages – from building careers and buying first homes, to preparing for retirement and planning beyond. If you value honest advice, long-term partnership, and strategic planning, we’re likely a great fit.
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We exist to serve, not sell. Our advice is strategic, values-driven, and designed around your bigger picture, not just your money. We focus on clarity, integrity, and long-term partnership over transactions.
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We don’t have a strict minimum investment or asset size. What matters most is your situation and goals. If your needs are more complex or you’re looking for a long-term financial partner, we may be the right fit. If you’re unsure, we’re always happy to have a chat and guide you in the right direction.
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Yes. We work closely with trusted mortgage brokers, accountants, and estate planning lawyers to ensure your overall financial strategy is seamless. While we don’t provide these services in-house, we coordinate and refer you to the right professionals to support your needs, from structuring debt and managing cash flow to setting up wills and trusts.
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Our fees are clear and staged.
Initial fees cover strategy design, advice preparation, and implementation.
Ongoing advice is charged as a fixed monthly service fee, based on a percentage of funds under management
Full details are available on our services page.
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Yes, if the advice relates to your superannuation, the fees can often be deducted directly from your super fund, subject to eligibility.
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That’s absolutely fine. We offer stand-alone strategic advice where we build and implement a plan without locking you into an ongoing service. Our goal is to give you what’s most valuable for your situation.
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We may receive commissions on personal insurance products, and we’ll always disclose this upfront. Outside of that, we don’t receive any hidden payments or kickbacks. We’re fully transparent on how we’re paid.
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.