Australia’s most experienced Financial Firm for Millennials

The top rated and most awarded firm specializing in millennials

About WE

WE’re on a mission to help Millennials build wealth and empower them to achieve their personal goals and enjoy a happy, meaningful life. In order to do this we designed a holistic advice and coaching model built around personal values, goals and life vision. We take our job very seriously. We’re not arrogant, but we know we’re damn good at what we do. After all, we are Australia’s most experienced financial advisory firm for millennials.

Core Values

Get Rich Slow
Commitment to coaching
Love change
Community

Vision

Our purpose is to make our generation the most financially free generation in history.

We Millennials work hard, dream big and plan to change the world. There’s no reason we can’t transform our hard earned money into wealth that lasts and supports our wildest and most daring dreams. We look at money not as an end, but a means to create a life full of purpose and happiness, because that’s what we ultimately all want, right?

Team

We’re an ambitious and passionate team, based all around the world, brought together by our common purpose to help our generation become financially happy and free.

Get to know us!

Awards

2018

  • Max Awards Video Campaign of the Year Finalist / Wealth Enhancers
  • Max Awards Financial Literacy Campaign of the Year Finalist / Wealth Enhancers
  • AFA Awards (Rising Star)/ Financial Coach Rebecca Pritchard
  • Financial Standard Power 50 List/ Financial Adviser Rebecca Pritchard

2017

  • BCorp Best for World List (Change Makers Category)Honoree / Wealth Enhancers

2015

  • IFA Excellence Awards (Innovator of the Year) Finalist / Wealth Enhancers

2014

  • Port Phillip Business Excellence Awards (Innovation & Entrepreneurship)Winner / Wealth Enhancers
  • My Business Awards (Best Small Business)Winner / Wealth Enhancers
  • SmartCompany Smart50 AwardListed at No. 30 / Wealth Enhancers
  • Xero Partner Awards (Financial Adviser of the Year)Winner / Wealth Enhancers
  • MAX Awards (Website of the Year - Financial Planning)Winner / Wealth Enhancers
  • SmartCompany Hot30Under30 Listed / Finn Kelly
  • IFA Excellence Awards (Innovator of the Year) Finalist / Wealth Enhancers
  • AIM Awards (Young Manager of the Year) Winner / Finn Kelly
  • IFA Excellence Awards (Multi-service Practitioner) Finalist / Keryn Batsilas
  • G20 YEA Summit (Sydney) Lead Delegate / Finn Kelly

2013

  • SmartCompany Hot30Under30Listed / Finn Kelly
  • G20 YEA Summit (Moscow)Delegate / Finn Kelly

2012

  • Money Management Young Achiever Awards (Funds Management)Winner / Finn Kelly

2011

  • AFA Award (Excellence in Education)Winner / Finn Kelly
  • FPA Award (Paraplanner of the Year)Finalist / Matthew Parrella
  • Anthill Magazine 30Under30 (Up-and-Comer)Listed / Finn Kelly
  • AFA Awards (Rising Star)Finalist / Finn Kelly
  • Money Management Young Achiever Awards (Funds Management) Finalist / Finn Kelly