With you along the way

At Vine Wealth we work with you along the way on life’s journey.
Whether you are getting married, starting a family, embarking on the trip of a lifetime or planning to enjoy your years after work,
we can help.

We can help you with...

Our team of qualified Financial Advisers can provide advice on a range of services.

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Superannuation

Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.
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Wealth Protection

Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right insurance solution for you and your family.
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Retirement Planning

Retirement may seem a long way off but putting money into super now is still a tax effective way to invest your money.
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Debt Management

Effective debt management is investing in the right type of assets, the interest you pay and prioritising your debts.
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Aged Care

It’s not easy making the decision to place a loved one into care. Once you’ve made the call, it can be confusing to understand how it all works.
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Estate Planning

Estate Planning ensures your assets are distributed to the right people at the right time.
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SMSF

An SMSF is one where you, as a trustee and member, have responsibility over the management, investment and administration of your super fund.

Why Choose Us?

  • Exceptional Personal Service

    Our focus is on listening, understanding, and caring about your concerns and providing you with an individual level of service.

  • Ongoing Support

    Our friendly support team will support you throughout your journey with us and answer any questions you have along the way.

  • Knowledge and Experience

    Our Financial Advisers are highly qualified and have the knowledge and experience necessary to focus on all your important financial matters.

  • A Holistic Approach

    We want to understand exactly what you want to achieve in life and provide you with strategies to guide you towards your goals.

  • Ease and Convenience

    Deal with one company for your superannuation, investment, debt management, insurance and estate planning needs.

  • Keep You On Track

    We will keep you accountable along the way because we want you to stay on track to achieve your goals.

What Our Clients Say

“I can't speak highly enough of our Financial Planner Cathy Irwin from Vine Wealth. When my late husband passed away I was left with a Self Managed Super Fund which had declined into a compete mess once he was too unwell to manage our affairs. Cathy patiently guided me through mountains of paperwork. She was the calm in my storm, came up with solutions where we encountered problems and steered me back in the right direction and planning for the future”

“super professional, knowledgeable and a solid voice of reason, even in the most turbulent of times. I know my financial future is in very safe hands”

“John was terrific to work with, providing excellent service information and options for our specific situation as it developed and gave real time updates making us feel a part of the process. We feel as though John got us the best deal possible and helped us every step of the way. We would highly recommend John to anyone.”

“John Chapman was always prompt, friendly and has a thorough knowledge of the finance industry. He never gave up on our application and got a fantastic result for us. We could not be happier with the service he provided and will be using him again soon.”

“Duane and his team have been absolutely invaluable in helping my wife and I to be set on the path to a happy retirement. Could not be more appreciative for all they have done over the past 8 years. Thanks Duane and Vine team.”

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