• Email info@discoverwealth.com.au
  • Location 9 Prince Patrick St, Richmond VIC 3121

Financial advice made easy

How do you confidently race towards a future of financial freedom? The truth is, your level of future wealth is determined largely by where you start today.
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Our Variety Of Solutions,
Your Impressive Results

SERVICES OVERVIEW

Self-Managed Super Funds

3 reasons why Australians invest $450 BILLION into Self-Managed Super Funds: More Control, More Returns and Less Taxes. Discover how to take back control of your investments while reducing or eliminating tax burdens.

Retirement Planning

Will you have enough money invested for you and your spouse to live comfortably for 20, 30, even 35 years? Learn why the choices you make today determine if you’ll retire in style or retire with regret.

Debt Management

Is your debt load costing you investment and savings opportunities today? Did you know that certain debts can actually BENEFIT your long-term financial goals? Discover how to better manage and leverage your debt.

Life Insurance

Leave a real lasting legacy. Give your family the peace of mind that they’ll never have to worry about running out of money. Learn how to better protect your income and your family.
  • Matthew Gibson
  • Lachlan Anderson
  • David Meffert
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Matthew Gibson

Founding Director, Financial Planner & SMSF Specialist Advisor TM
Matt’s vision was to open a financial planning practice where the client was 100% in control. Not the advisers or their products.
One that partners with Finance, Accounting, Legal and Property Advice partners to provide a holistic solution for every client.

Every member of the Discover team shares two common goals:
  • To make financial planning as easy, straightforward and fun as possible.
  • To do everything in our power to help you achieve your financial goals.
MEET THE REST OF OUR TEAM
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Lachlan Anderson

Partner and Financial Adviser
Lachlan has worked as a Bank Financial Planner for the last 7 years and has been very successful in building valuable and long lasting relationships with his clients and gaining a nomination for Money Management’s Financial Planner of the Year Award in 2017.

Every member of the Discover team shares two common goals:
  • To make financial planning as easy, straightforward and fun as possible.
  • To do everything in our power to help you achieve your financial goals.
MEET THE REST OF OUR TEAM
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David Meffert

Principal Adviser (Private Wealth), CFP® Professional, Grad Dip FP, SMSF Specialist Advisor™
In a time where institutionally owned firms are stripping their advice back to a one size fits all investment service, David offers holistic financial advice to our wealthy families having seen first-hand the value this provides.

Every member of the Discover team shares two common goals:
  • To make financial planning as easy, straightforward and fun as possible.
  • To do everything in our power to help you achieve your financial goals.
MEET THE REST OF OUR TEAM

Our easy process has clients achieving their financial goals

While other financial planners may push their products and start with a pre-created plan before meeting with you, that’s not us.
Book A Consultation
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What our clients say

Book your
Financial Freedom
Consultation today

An informative and productive consultation to discover:
Your short-term financial goals
Your picture-perfect retirement goals
Our proven solutions and approach to making your ideal lifestyle a reality
Book Your Consultation