Welcome
Square Wealth is a private financial planning practice based in the Eastern Suburbs of Melbourne. We provide customised retirement strategies to everyday Australians.
We tailor our solutions based on needs and circumstances, and helping them to achieve financial security and carefree retirement.
About Us
Planning Your Future
Planning Your Future
Planning Your Future
We have helped create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? One of our credentialed professionals would be glad to help.
A Proven Approach
Planning Your Future
Planning Your Future
We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.
Why Us?
Our Story
Our Story
Our team is comprised of people with different kinds of finance experience, but we all have this in common - a commitment to ethics and integrity. We’re all fully licensed and credentialed. You can count on our professional recommendations and guidance.
Our Story
Our Story
Our Story
At Square Wealth, our story is one of passion, dedication, and unwavering commitment to our clients' financial well-being. It all began with our founder, Brett Slattery whose guidance laid the foundation for what we are today.
After 35 years in financial planning, Brett decided to embark on a new chapter of life’s journey, retiring in 20
At Square Wealth, our story is one of passion, dedication, and unwavering commitment to our clients' financial well-being. It all began with our founder, Brett Slattery whose guidance laid the foundation for what we are today.
After 35 years in financial planning, Brett decided to embark on a new chapter of life’s journey, retiring in 2023. With an eye towards continuity, Brett carefully selected Robert and Henriette who has worked alongside Brett for over 19 years. Their deep understanding of Square Wealth’s values, clients, and operations ensures a seamless transition and reinforces our commitment to delivering exceptional service and value.
Looking ahead, we remain steadfast in our commitment to upholding the principles and standards that Brett has set forth. Our team is dedicated to continuing the tradition of genuine care for our clients that has defined us since the beginning.
Thank you for being a part of our journey. We look forward to continuing to serve you and helping you achieve your financial goals for many years to come.