Boutique Financial Advice

The Power
of
Informed Wealth

Sophisticated management for individuals and pre-retirees

Start Your Journey

Our Philosophy

Scientific Research +
Behavioural Insight.

At Wheatley Wealth Management, we simplify significant wealth into a clear roadmap.

Empowerment and Financial Capability
We believe that the best financial decisions are informed ones and we are committed to fostering financial capability. Our objective is to ensure you fully comprehend the underlying rationale - the 'why' - behind every strategic recommendation.
 
Evidence-Based Research
Our investment philosophy is grounded in rigorous scientific research and behavioural insights, moving beyond raw data to address the nuances of market psychology. We believe that achieving superior long-term financial outcomes requires a sophisticated understanding of how human behaviour intersects with capital markets.

Strategic Partnerships
We leverage institutional-grade resources to provide you with a diverse range of opportunities:

       
  • Investments and Superannuation: To ensure our recommendations meet the highest standards of integrity, we partner with Lonsec, a leading independent research house, for all our superannuation and investment analysis.
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  • Lending & Aggregation: We utilise Australian Finance Group as our aggregator, giving our clients access to one of the largest panels of lenders in the industry. This breadth of choice ensures we can source competitive and highly tailored lending solutions for your specific needs.
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  • Tailored Insurance Solutions: We don’t just compare policies; we advocate for you. Our team carefully researches insurance providers and engages in direct discussions with underwriters regarding your individual situation. This proactive approach allows us to secure the best possible outcomes and coverage for you and your family.
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  • Boutique Care, Professional Rigor: Being a small boutique firm allows us to offer a level of personal care that large institutions cannot match. We maintain a highly focused client base to ensure every individual receives professional, tailored guidance. At Wheatley Wealth Management, you are a partner, not a portfolio.

Solutions

Comprehensive Wealth Management


Our approach to wealth management is comprehensive, ensuring that every facet of your financial life is optimised through a unified strategy. By adhering to our core principles of clarity and professionalism, we provide bespoke solutions in the following five key areas.  

Investments

We design portfolios utilising Modern Portfolio Theory and independent analysis from Lonsec to ensure your capital is positioned for growth while strictly managing risk-adjusted returns. Our focus is on evidence-based strategies that prioritise long-term performance over market speculation.

Superannuation

We provide expert guidance on structure and fund selection to maximise your retirement savings. By leveraging Lonsec’s institutional-grade research, we identify high-quality superannuation environments that align with your personal values and financial objectives.

Retirement Income Streams

Transitioning from wealth accumulation to income generation requires a sophisticated understanding of sequencing risk. We construct robust income streams designed to provide longevity and security, ensuring your lifestyle in retirement is supported by a stable and tax-efficient foundation.

Debt Management

As a partner with AFG, we provide access to one of the largest panels of lenders in the industry. We analyse your debt structure to ensure it remains a tool for wealth creation, optimising interest rates and repayment strategies to enhance your overall net position.

Personal Insurance & Risk Protection

We protect your most valuable asset - your ability to earn an income. Our team conducts exhaustive research on providers and engages in direct advocacy with underwriters to secure tailored coverage that reflects your unique circumstances and provides peace of mind.

Knowledge Centre

Client Education

At Wheatley Wealth Management, we believe that education is most impactful when it is directly applicable to your life. As a client, you will gain exclusive access to a curated repository of educational resources specifically tailored to the strategies within your personalised financial plan.

Rather than overwhelming you with generic data, we provide targeted insights designed to enhance your financial capability and help you optimise your unique position. This ensures you have the clarity and confidence to understand the "why" behind our recommendations and the tools to make the most of your wealth.

Client Login

Our Founder

Alexis Wheatley

Alexis is the Principal of Wheatley Wealth Management and the driving force behind our commitment to scientific, evidence-based financial advice. With a career defined by intellectual rigor and a passion for financial capability, Alexis specialises in crafting bespoke strategies that empower clients to reach their personal and financial milestones with confidence.

Academic Excellence & Expertise
Alexis's approach is anchored in a deep academic foundation. She holds a Bachelor of Economics from the University of Sydney, complemented by Graduate Diplomas in Applied Finance and Financial Planning. Her professional interests are focused on economics and behavioural finance - understanding not just how markets move, but how human psychology influences investment outcomes.

A Recognised Industry Voice
Beyond the office and the classroom, Alexis is a respected commentator in the national media. As a Certified Financial Planner (CFP), she is frequently featured in the Australian Financial Review, where she provides expert analysis on complex topics:

Contact Us

Secure Your Future

Our Office

333 George St
Sydney, NSW 2000