Independent Advice Backed By Real Strategy.

We provide tailored financial strategies and don’t charge a cent unless we create real value for you. No products. No pressure. Just independent advice you can trust.

If It Doesn’t Help You, We Don’t Charge. Simple.

We can only work with limited numbers, so we need to find out more about you ⬇️

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Confidence Over Confusion. Strategy Over Guesswork.

Losing money through poor decisions or bad advice

Feeling stressed, confused, or behind financially

Paying for advice that doesn’t deliver real value

Getting trapped in products that don’t fit your goals

Grow and protect your wealth strategically

Make smart, informed financial decisions

Achieve clarity and control over your money

Plan a confident retirement without uncertainty

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TESTIMONIALS

What others are saying

What We Do

We help Australians take control of their financial future with advice that’s strategic, independent, and built around your goals.

Because we know the value of our work, we cap the number of clients we take on at any time, ensuring our service and quality remain exceptional, which is designed to deliver real value every step of the way.

Initial Free Discovery

A free 15-minute chat to understand if we can potentially help and move to the next stage.

Deep Dive Discovery Session

An in-depth, paid session where we explore your financial situation, identify key opportunities, and give you practical insights. There is no personal advice here & no obligation to proceed further either!

Strategy Development

If we've agreed to provide advice, in this stage we create a personalised, independent financial plan focused on growth, protection, and long-term results.

See Your Strategy Come to Life

We present your strategy, guide you through every step, and implement the plan so you can feel confidence & momentum towards achieving your goals.

Ongoing Support & Optimisation

We monitor your progress, adjust strategies as life changes, and ensure your financial plan keeps delivering value.

Let's find out more about youApply to Book a Free Call

STILL NOT SURE?

Frequently Asked Questions

We understand you might have questions before getting life insurance. Here are the answers to the most common concerns our clients have.

Is the initial 15-minute chat really free?

Yes. It’s a short discovery call to see if we can help you and is completely free. No obligation.

What’s the difference between the free chat and the paid session?

The free chat is a quick introductory call. The paid session is an in-depth, one-hour discussion where we explore your financial situation and provide strategic insights (not personal advice). Not all potential clients get offered the paid session. We only offer it if we feel confident, you'll walk away with at least some value from the meeting. We've never had anyone walk away not finding value from the paid session.

Do you provide personal advice in the paid session?

No, the paid session gives guidance and strategy discussion only. Personal advice requires formal engagement.

What happens after the strategy session?

If you choose to proceed, we present your personalised strategy and implement it step by step. You’ll have a clear roadmap and actionable steps to achieve your financial goals.

How do I know if I’m the right client for you?

We work with clients who are serious about their financial future, want independent advice, and are ready to act on strategic guidance. If that’s you, the session will be highly valuable.

How much does the paid session cost?

The paid discovery session costs $440. This is charged for our time and expertise, reflecting the value and actionable insights you’ll receive.

About us

Hey, I’m Vince. Founder of Wealthly Advice.

I started Wealthly Advice to do financial advice differently.

That means no sales targets, no fluff, just clear strategy that creates real impact.

Since entering the industry in 2010 and becoming a Certified Financial Planner® by 2013, I’ve helped clients navigate everything from first homes to retirement transitions and complex SMSF strategies.

My specialty is giving people the clarity, control, and confidence to grow their wealth and make decisions they won’t second-guess.

This work matters and I take it seriously. Because I cap the number of clients I work with, I can give each one the focus, attention, and strategy they deserve. If we’re a match, I’ll become your personal finance CEO on demand & always available. Showing up and delivering strategies designed to get the best results for your goals.

Let’s get to work on your version of financial freedom together.

Vince Madaffari

Director & Wealth Adviser, B.Fin, Certified Financial Planner®