Clear Advice. Confident Growth.

At Open Book Wealth Management, we believe financial planning should be transparent, empowering, and built around you.

Let’s grow your future, together.

About Us

At Open Book Wealth Management, we do things differently. We believe that trust starts with transparency, and that real financial growth comes from informed decisions, not guesswork. Our approach strips away the confusion of traditional advice models and replaces it with clarity, honesty, and straight-talking strategies that align with your goals.

Our focus will always be providing the most suitable investment strategies to foster growth and aim for outperforming "the average". Too long have Australian investors settled for bland or mediocre performance, we can't guarantee returns anymore than the next firm, however, we'll stand by our investments as we aim to outperform.

Whether you’re just starting out or planning your legacy, we walk beside you with strategies that are transparent, ethical, and built for long-term success. We're not here to sell, our mission is to serve. That’s the Open Book promise.

Services we provide

We provide tailored financial advice designed to help you grow, protect, and enjoy your wealth. Our services include:

Superannuation Optimisation

Understand your current fund, reduce fees, and align your super with your long-term goals.

Retirement Planning

Create a clear path to the retirement lifestyle you deserve, with structure, strategy, and peace of mind.

Investment Advice

Build a portfolio that balances opportunity with risk, based on your goals and personal values.

Personal Insurance

Protect what matters most with insurance solutions tailored to your life and future plans.

Cashflow & Budgeting Guidance

Get in control of your day-to-day finances so you can build a stronger financial foundation.

And much more!

We can also provide a large range financial services tailored to meet the needs of clients from all walks of life!

Financial Services Guide

FSG Part 1

FSG - Adviser Profile

Frequently Asked Questions

Providing answers to frequently asked questions related to financial matters such as investments, taxes, accounting, and budgeting

We prioritise full transparency in every part of our process—from how we get paid to how your investments perform. No hidden fees, no jargon, just clear and ethical advice.

No. Your initial consultation is complimentary. It's a chance for us to understand your goals—and for you to see how we work.

Yes. Our advisers are fully licensed, qualified under ASIC requirements, and undergo ongoing training to stay current with the latest legislation, strategy, and financial solutions.

Yes. We offer both one-off advice and ongoing partnership options, depending on your needs and preferences. Our ongoing clients receive regular reviews, market updates, and proactive strategy adjustments.