Find your way with WealthStream, your financial advisor.

We’re a boutique financial advice and planning firm providing a holistic approach to your financial life. Our professional advice and tailored financial service will help you reach your goals and grow your wealth.

Insurance, financial advice and planning for every stage in life.

WealthStream Financial Solutions is one of Australia’s leading boutique financial advisory firms. We assist individuals, families, and trusts with their financial affairs, including self-managed super funds (SMSFs), superannuation, retirement planning, life insurance and other risk protection, investments and wealth creation.

With our holistic approach, we can provide professional advice tailored to help you optimise your individual financial situation and keep you on course to maximising your financial freedom and certainty, helping you achieve the lifestyle you desire.

"I have had wonderful service from Keith and the team at WealthStream Financial for over 20 years. Everything that he has recommended to me has been to benefit my finances now and in the future. Keith is very knowledgeable and has always taken the time to explain everything to me in a way that is easy to understand.

I would highly recommend the services of WealthStream Financial to any prospective client."


Sunshine Coast QLD

Our financial advice and planning services

Money makes the world go round! We have a range of tools and skills that can help you take control of your cashflow and debt. WealthStream can provide financial advice to achieve great outcomes with lifestyle in mind.

Your super can grow to be a significant asset over your working life. With the benefit of regular savings from your employer as well as your own investments, it is important to make the most of this investment vehicle.

Protecting the lifestyle you have, is as important as building the wealth to support it. If you have something you can not afford to lose then you should take steps to protect yourself against its loss. 

We specialise in helping our clients plan for, enter and enjoy retirement. We are often asked when should we start planning for retirement? The answer is it’s never too early.

The opportunity to create and build a better financial future is available to most of us. Taking the all important first steps and getting good financial advice is crucial. The secret is to know how to do it safely, sensibly and in a way that complements your lifestyle.

Planning your estate while you can is an important and inevitable part of life. Adding undue financial pressure to your loved ones can and should be avoided. We can help with all matters of planning your estate.

Mortgage Broking & Lending

At WealthStream Financial, we pride ourselves on a completely tailored experience for each of our clients.

Our lending specialists can help you find the right loan for whatever you are purchasing. Whether you are a first home buyer, refinancing an existing home loan, purchasing an investment property, require vehicle finance, or are interested in taking advantage of equity in your existing property, we can help find the best rate for your needs.

With our holistic approach to lending, we can provide professional advice tailored to help you optimise your individual financial situation, helping you achieve the lifestyle you desire.

During our quarter of a century association with WealthStream we have received advice of the highest order in terms of professionalism, competency, efficiency and transparency.

Of more recent times we had a family crisis which required urgent attention. The immediate response was to provide advice on financial matters and to guide us through the myriad of paper work, which we could not have managed without WealthStream’s expert assistance. 

We can confidently and proudly recommend WealthStream.

Ralph & Shirley,

Sydney NSW