Unburdened*

Private Wealth

Spend more time living the life you love

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We create personalised, practical, purposeful game plans for time poor professionals. Comprehensive financial advice that meets you where you are and takes you where you want to go.

Strategic advice helps bridge the gap between where you are and where you want to be. We model scenarios for all of life’s unique financial challenges and opportunities. Would I be better off investing in super or personally? Can I afford a holiday home? How many years do I need to work before I retire? How do I cover school fees for my children?.

Our dynamic strategies move with you through life’s changing landscape to build wealth and strengthen financial security. Above all, they provide confidence and certainty.

Super isn’t showy, but it is sensible. It’s an investment that, if managed early and proactively, can improve your ability to realise the retirement of your dreams. We help you get the most out of every dollar, year on year. We’re also fully accredited to advise on and administer a self-managed super fund in support of your situation and goals.

Sickness, injury, or a sudden change in circumstance shouldn’t capsize your financial goals. A comprehensive risk management plan ensures your family, business and assets are financially protected while you build your wealth. We partner with only the most trusted insurance specialists to give you the right coverage and value for money.

Our dedicated in-house claims staff have an intricate working knowledge of Income Protection, Life, Trauma and TPD claims processes. They know exactly what insurers need to expedite assessment, and how to make the most of ancillary benefits.

Plan for and transition to the post-work lifestyle you desire. Our personalised advice process and modelling provide a complete solution to ensure you maintain cash flow, enjoy life and retire with confidence.

Canny investment begins with correct portfolio construction and asset allocation, specific to your risk tolerance. From property, shares, bonds, cash, diversification of these assets, ethical and alternative to when, how much and how often; we bring the insight and resources that support confident, informed decisions about where to invest your hard-earned dollars for maximum return and minimum risk. Best of all, the advice is unique to you and your goals.

Planning for death (it’s inevitable, after all) provides certainty that your years of hard work will benefit those most important to you. We work closely with estate planning specialists to develop comprehensive instructions that ensure your family and assets are protected and your wealth goes where you want it to.

Owning your own enterprise comes with significant financial and operational risk. We specialise in effective commercial insurance strategies that safeguard your business so you can focus on making the most of growth and opportunity.

Our experienced commercial insurance advisers can assist with setting up:

  • Business Expense Insurance
  • Buy / Sell Cover (business succession)
  • Key Person Protection
  • Loan Guarantor Insurance

All policy claims are handled by our in-house team.

Our advice process

Start your journey today

Speak with one of our Private Wealth advisers to find out if we're the right fit for you.

Alka

Alka Kalasabail

Alka knows what truly drives successful solutions is how well you connect with and understand the people you’re trying to help. Her strength is modelling and strategic planning; applying empathy and technical understanding in equal measure to help clients take a set of goals from concept to reality. She is a Macquarie University merit scholar, with degrees in Economics and Finance and a Diploma of Financial Planning.

Craig Matthews

Craig Matthews

Craig specialises in commercial insurance strategies that help safeguard business stability. With more than 20 years’ experience in the sector, he is Certe’s authority on keyperson, buy/sell (business succession), loan guarantor and business expense insurance. He can also chart a course for non-commercial clients looking to mitigate risk so they can live life with confidence.

An ex-Navy submariner, Craig remains obsessed with the ocean and boats of all kinds.

Doug Scriven

Doug Scriven

Doug has a wealth of industry experience, and a deep understanding of the needs of today’s professionals. He aims to brings clarity to the complexities of insurance, providing clients with the framework they need to make informed decisions when it comes to protecting their assets and future. Doug holds FPA/FAAA Life Risk Specialist Accreditation.

Edward Shilland

Edward Shilland

As head of investments at Certe, Ed is responsible for providing portfolio construction solutions based on the most up to date research and methodology available. Prior to joining Certe, Ed worked in investment strategy for Genesis Financial Partners, CSP and Mercer. From a family of teachers, he thrives on continual learning, the latest innovations and the opportunity to empower clients through education.

Wilton

Wilton Wong

Wilton merges a background in engineering and manufacturing with over a decade of experience in the financial services sector. He believes meaningful outcomes can only be achieved by focusing on the client’s need – ninety-nine percent of the time a simple solution is all that’s required.

Curtis David

Curtis David

Curtis coordinates Certe’s client services and paraplanning divisions, overseeing the production and implementation of quality financial advice.  Curtis has been with Certe, including its earlier forms, since 2004 and continues to apply specialist risk knowledge to ensure his clients’ protection meets their needs over time.

Bespoke solutions

Did you know...

Work-related mental health conditions are rising, with time off work in these cases more than four times longer than for other injuries. Financial wellbeing is highly correlated with mental wellbeing; as financial wellbeing improves, so do mental health scores.*

CORPORATE WELLBEING

*Telus Health, September 2023 - The Mental Health Index: Australia

Put purpose behind your financial life

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Certe is part of the AZNGA Group. General Advice Warning: The information provided on this webpage is intended to provide general information only and the information has been prepared without taking into account any particular person’s objectives, financial situation or needs. Before acting on such information, you should consider the appropriateness of the information having regard to your personal objectives, financial situation or needs. Certe Wealth Protection Pty Ltd (ABN: 31 150 270 278) and Genesis Financial Partners (ABN: 24 095 795 878) are Corporate Authorised Representatives of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306.

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