We’re a little different. With us, you’ll get…

No nonsense, ethical advice

No nonsense, ethical advice

You get the same advice we’d give ourselves – and our mum. In other words, no BS. Plus, working with lots of families means we know what works and what doesn’t. Better still, if you don’t think our advice is right for you, we won’t charge you anything.

Greater transparency

Greater transparency

You won’t find any hidden surprises along the way. We’re upfront about everything from the get-go, and we’re not locked into having to push particular products. Oh, and regardless of your circumstances, everyone pays the same fixed-price fee.

An effortless way of working

An effortless way of working

We’re not your typical financial advisers. Far from it. Think of us as your financial concierge – we make everything happen. In other words, we do what you’re too busy to do and ensure you’re always on top of everything from a financial/investment point of view.

What gets us out of bed in the morning…

For us, building a rock-solid financial foundation for our families is everything. It’s also a lifestyle thing. Which is precisely why we started Orange Wealth in the first place – to help our clients take control and make smart, educated decisions with their money so that they can plan for the future and have the freedom to enjoy life, today.

Here’s what our clients love about us…

Here are a few ways we help people take control of their wealth…

Get your financial house in order

First, we need to plug any leaky holes in your expenses. We then work out a game plan to get you in a position where you can afford to buy that new car or shoot off for that holiday.

Tackle those impending family challenges

Well, we’ve been there – Michael has a young family and Jason’s on the way. We know the challenges and can help you navigate losing an income and covering all those extra expenses.

Buy that dream home

It’s one of life’s biggest decisions. Particularly when it comes to finding a place to raise your family. For us, it’s about helping you find the right debt strategy to help you get more for your money.

Get the jump on retirement

This is a long game. Here, we’ll help you work out the amount of income you’ll need to support those endless trips to the golf course and, from there, working backwards to find the right strategy.

Free up money to treat yourself

Because you need to every once in a while. Once you’ve taken control of your finances, it’s really about making your money work for you and having enough in the kitty to do what you want.

Give the kids a proper head start

Education can be expensive – let’s face it. Here, having a rock-solid strategy around squirrelling away enough money to send your kids to the school you want is everything.

Shore everything up

It’s all about planning for rainy days. Touch wood. With the benefit of experience, we know what to look for in a policy and, once we find the right one, tailor it to your unique circumstances.

Get that mortgage right down

Structuring your finances and debt are a great place to start. Here, our focus is on saving you money on your repayments and, ultimately, helping you pay down your mortgage faster.

Keep everything ticking along just nicely

Once you’ve well and truly laid the foundation, so to speak, it’s all about growing what you have. In other words, keeping it all ticking along. Again, it’s about making best with the money you have.

We know families. We are one.

 We’re a family owned business and, yes, you guessed it… we’re brothers.

I started Orange Wealth with Jason because I received advice a few years back that genuinely changed my life. For me, it’s about sharing both advice and life experience to empower people to choose how they wish to live their lives.

Michael Chew

After working in the industry for nearly 10 years, I was frustrated that advice was typically skewed towards older, wealthy individuals. Through Orange Wealth, I wanted to create a business that allowed families in similar situation to myself to get good, sound advice.

Jason Chew

Like to chat? Let’s grab a coffee.

Get in touch

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