Our Purpose
We help you plan well so you can live well.
Because the best financial advice doesn’t just grow your assets, it supports your life, your goals, and your future.
Our promise is clarity, confidence, and care at every step, putting your financial wellbeing first, every time.
Our Team
Through trusted advice and expert planning, we help you feel confident in your finances and empowered to focus on what matters most to you and your family. We are not just financial advisers we are your partners in building wealth and wellbeing.
Samantha Rist I Director
Samantha has over 25 years’ experience in financial markets and investment leadership roles. She is qualified across investment, insurance and portfolio management, strategy, governance, risk and compliance, with deep experience working with investment committees and supporting strong stewardship and governance outcomes. Her approach is grounded in disciplined decision-making, long-term thinking and the careful management of risk in support of sustainable client outcomes.
She is passionate about her family, financial markets, stewardship of retail clients, macroeconomics and learning new things.
Sam holds a Bachelor of Business in Economics & Finance, a Graduate Diploma in Financial Planning, is a Graduate of the AICD and an experienced Responsible Manager, her AFS Authorised Representative Number is 1321020.
Andrew Lord I Senior Financial Adviser
Andrew is an experienced financial adviser with long term business partnership and investment committee experience, specialising in wealth accumulation and retirement planning. He works closely with clients to deliver personalised, tax-effective strategies designed to support their goals and build long-term financial security and has extensive experience supporting clients with their personal risk insurance needs. Andrew has a genuine passion for supporting his clients financial wellbeing and is committed to delivering clear, practical advice tailored to each individual’s circumstances.
He is married to Alison, and together they have one son and three daughters. Outside of work, Andrew values spending quality time with his family and socialising with friends.
Andrew holds a Bachelor of Business in Accounting and a Diploma of Financial Services in Financial Planning, his AFS Authorised Representative Number is 324798.
Plan Well. Live Well.
We believe true wealth goes beyond money.
It’s the knowledge to act, the confidence to plan,
and the freedom to live well today
while preparing for tomorrow.
The Wellth Difference
We combine financial expertise with genuine care, helping clients balance ambition with security, and growth with peace of mind.
Integrity
We provide expert, honest
advice, grounded in the long-term stewardship of your best interests.
Trust
We build long-term confidence through reliable, clear advice, helping you feel secure while pursuing your goals.
Wellbeing
We work collaboratively, bringing balance, clarity and confidence to your personal financial journey.
Start Your Wellth Journey
Ready to take control of your financial future? Our experienced advisers listen, understand what matters most to you, and create a personalised plan to help you move forward with confidence. Reach out to our team today.