How We Help
We Get It
As a tradie, you work hard for your money. But managing that money? That’s a different story. At Wealth For Tradies, we simplify the complex stuff and help you get ahead - without the jargon or fluff.
The Real Problems We Solve
01
Cash Flow Confusion
Too much in, not sure where it all goes? We help you take control of your income so it’s working for you - not disappearing every pay cycle.
03
Paying too much Tax
Tradies often miss opportunities to legally reduce tax. We structure your finances the right way so you keep more in your pocket.
05
Insurance Gaps
Tradies face physical risks every day, but many are underinsured. We make sure you and your income are protected in case things go sideways.
02
Inconsistent Income = Stress
When work slows down or invoices are late, stress kicks in. We build financial buffers and systems to help you breathe easier during lean times.
04
No Plan for the future
Retirement seems far off - but time flies. Whether it’s buying your first home, growing your wealth, or securing your family’s future, we help create a plan that actually works.
06
Super's a Mystery
Too many tradies let super sit there doing nothing. We review and structure your super to align with your goals - and help it grow.
Services we Offer
Cash Flow & Budget Planning
Simple systems to track your money, save smarter, and still enjoy life.
Investment Education &
Implementation
Learn the basics — from shares to property to alternative assets. Get help to be invested.
Tax Structuring (in partnership with an accountant)
We work alongside your accountant to help reduce tax legally and boost your long-term wealth.
Superannuation Advice
Consolidate, optimise, and grow your super for retirement or early work exit.
Insurance Review
Make sure you're covered properly - income, life, trauma, TPD - with no nasty surprises.
Goal-Setting & Long-Term Planning
Whether you want to buy a house, travel more, or set up your kids - we help you plan it out.
Lending Review (in partnership with
a broker)
We work with mortgage & asset brokers to help you find the most competitive rates for your loans!
Estate Planning (in partnership with a solicitor)
We can help you plan your estate, which means preparing your assets to be passed on from you.
Business Succession Planning
If you are running a business, then a good thing to do is plan for when you wish to exit the business, and how to best do so.
