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What is your vision for the future? At Maven Wealth Advisors, we will help bring your vision to life.

The financial advice experts at Maven Wealth Advisors will work with you to develop a Financial Plan tailored to your personal needs, objectives and aspirations.

Maven Wealth Advisors have over 20 years of experience helping people to achieve financial security through managing, growing and protecting their wealth through all stages of life. Taking control of your financial future does not have to mean doing everything on your own.

We can show you how to

  • Accumulate Wealth through superannuation and other investment strategies.
  • Reduce your debt quicker and begin to create Wealth.
  • Protect your wealth and your future through sound structural advice, risk insurance and estate planning advice.

Maven Wealth Advisors combine quality research, skilled people and the most effective strategies to help you enjoy your life to its full potential.

Would you like to reduce the term of your Mortgage and start to create wealth?

Let us show you what debt reduction and cash flow management strategies you can implement to start growing your wealth and begin to achieve your aspirations!

Do you lack time to give your finances the attention they deserve?

If you are asset rich but time poor, a dedicated financial advisor can help you take control of your financial future and make your vision for the future a reality.

Do you have a plan if your income stopped due to illness or injury?

We can help you explore a range of risk management and wealth protection strategies.

Are you worried about your super?

Recently, volatile markets have been chipping away at Australians’ super savings, throwing retirement plans into disarray. Let us show you how careful retirement planning can help you protect and grow your super.

 

 

 
 

At Maven Wealth Advisors, we are trusted experts in our field, who seek to pass on our knowledge to others.

ma.ven (má’ven)n

  1. An expert or connoisseur
  2. One who understands
  3. Accumulator of knowledge

We have a Team of professional, experienced, knowledgeable and trusted staff including qualified Financial Advisors and dedicated customer service staff. The qualities and skills of our staff are what enable us to provide an outstanding service to our clients.

Licensee Disclosure

Adrian Cassidy and Maven Wealth Pty Ltd trading as Maven Wealth Advisors are Authorised Representatives of Godfrey Pembroke Ltd, Australian Financial Services Licensee, Registered Office located at 105-153 Miller Street North Sydney NSW 2060.

 

While I always knew I needed a plan, I struggled to find the time to give my finances the attention they needed. I was also hesitant about entrusting a stranger with my family’s financial future. But the team from Godfrey Pembroke made the process easy. They took the time to truly understand our lifestyle goals and situation, then developed a personalised plan that took all of our needs into account. Now I feel confident that I can concentrate on my career, knowing my family’s finances are in safe hands”.