Built Around Your Goals
- Not Products
Everyone’s situation is different. Your investment strategy should reflect your goals, risk tolerance, cashflow, and life stage – not a one-size-fits-all approach.
We work with you to:
- Clarify your short, medium, and long-term objectives
- Understand how investments fit into your overall financial roadmap
- Balance growth, income, and risk appropriately
- Ensure your strategy remains flexible as your life evolves
Our role is to help you connect the dots – turning complexity into clarity and confident action.
Superannuation Advice
That Looks Beyond the Balance
Superannuation is often your largest long-term asset, yet many Australians don’t know whether it’s truly working for them.
We help you make informed superannuation decisions by considering:
- Fund selection and structure
- Investment options and risk profiles
- Fees, performance, and long-term sustainability
- Contribution strategies and tax efficiency
- How superannuation integrates with your other assets and liabilities
Our goal is to ensure your super is aligned with your retirement vision – not simply accumulating without direction.
Advice Across
the Investment Universe
We provide advice across a broad range of investment solutions, both inside and outside superannuation, including SMSFs where appropriate.
- Identifying your investment objectives
- Building a clear, long-term investment strategy
- Growing and managing diversified investment portfolios
- Equity-based investment solutions
- Property investment strategies as part of a broader wealth plan
- Reviewing and refining existing investments
Where an SMSF is suitable, we provide strategic advice to ensure it adds genuine value – not unnecessary complexity.
Access to Established,
Well-Regarded Investment Solutions
We work with a wide range of well-known, reputable investment providers, platforms, and funds available through approved product lists (APL).
This includes:
- Retail and member-owned superannuation funds
- WRAP platforms (super and non-super solutions)
- Managed funds and diversified portfolios
- Investment options assessed by recognised ratings agencies
We focus on quality, transparency, and suitability – selecting solutions that support your strategy rather than chasing trends.
Advice for Complex
Financial Situations
Many of our clients don’t fit neatly into standard categories – and that’s where experience matters.
We regularly assist:
- PAYG employees
- Self-employed professionals and business owners
- Clients with multiple income streams
- Expatriates with cross-border considerations
- High-income and high-net-worth individuals
Our integrated background in financial planning, lending, and accounting allows us to assess how investments interact with tax, cashflow, borrowing capacity, and risk – so nothing is overlooked.
What You Should Know
About Our Investment & Super Advice
At Khaw Wealth Consulting, investment advice is always part of a bigger picture.
We consider:
- Your long-term financial roadmap and retirement goals
- Risk tolerance and capacity – not just appetite
- Tax implications and contribution strategies
- Cashflow requirements and lifestyle needs
- How investments impact future borrowing and flexibility
- Risk protection to safeguard your family and assets
Our objective is simple:
to help you grow and protect your wealth in a way that supports confidence, clarity, and peace of mind.
