About Us
Our Why
We see too many hardworking tradies killing it on the tools - but falling behind financially. Not because they’re lazy, dumb, or bad with money. But because no one ever taught them how to play the money game.
We believe tradies deserve access to smart, trustworthy financial advice that’s actually built for their lifestyle. Because money shouldn’t be stressful. And your future shouldn’t be left to chance.
Benny Yang
As founder, I am excited about bringing my decade of experience within and around the financial planning industry to hardworking tradies.
I have spent considerable time engaging with both self-employed and employed tradies, and understand the unique challenges you face.
I enjoy applying my creativity to develop unique and innovative solutions. I am fully qualified to provide financial advice, holding the following qualifications:
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Certified Financial Planner (CFP®)
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Master of Financial Planning
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Bachelor of Business
Dean Holmes
I am a co-founder of Wealth for Tradies, an advice firm dedicated to helping tradies navigate their financial world.
With a hands-on approach, we provide practical coaching that focuses on execution rather than just delivering ideas. Known for my direct and sometimes blunt approach, our clients appreciate the honesty and straightforward nature of our communication.
Having grown up with a bricklayer father, I understand the physical and emotional toll of running a trade business. I wish my parents had received the advice and support that we deliver today.
Chief Money Guy
Our Fees and Packages
The Essentials
This is a simple package for tradies requiring insurance or investment advice to get things started.
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Insurance Advice
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Superannuation Review
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Once-off Investment Advice
Initial Statment of Advice Fee: $2,500 + GST
Implementation Fee: Optional
Ongoing Fee: Commission Only for Insurances
The Blueprint
An ongoing package for tradies requiring at least one annual review to ensure your strategy remains tailored to your goals and objectives.
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All types of Financial Advice
Initial Statement of Advice Fee:
$3,000 + GST
Implementation Fee:
$1,000 - $2,000 + GST
Ongoing Fee:
Between $4,000 - $8,000 + GST per annum
The Legacy
An ongoing package for tradies requiring more than one annual review (up to 4) per year to ensure your strategies are tailored to your goals and objectives.
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All types of Financial Advice
