Start Your Journey

Investment management, retirement advice and wealth protection.

Investment

Dedicated to helping Australians build, protect, and enjoy their wealth.

Retirement

Understand your goals and create clear pathways.

Savings Advice

Personal financial advice requires us to hold a thorough understanding of your circumstances including your financial objectives.

Wealth Protection

Most of us have some money, few of us manage it as well as we could.

Pursue Excellence with Industry Leaders

At WealthSpan, we help Australians build, protect, and enjoy their wealth at every stage of life. Through personalised financial planning, thoughtful investment strategies, and tailored retirement solutions, we partner with our clients to understand their aspirations and design clear, achievable pathways toward long-term financial confidence.

Begin building the financial future you deserve.

Financial Planning & Modelling

We take the time to model and plan your financial world, giving you the clarity and confidence to plan for the future life you wish to live.

Investment Portfolio Management

Imagine the assurance of seeing your wealth grow and remain protected, supported by strategies designed to weather every market cycle.

Portfolio Administration Services

Let WealthSpan handle the complexity, so you can enjoy life with confidence, knowing your investments are being managed with precision and care.

Estate & Succession Planning

WealthSpan brings clarity to your succession plans, protecting your family’s future and ensuring your intentions are honoured.

Make an Enquiry

Reach out to us for any enquiries or consultation.

Send a Request

+613 9122 2060

Why Choose WealthSpan?

With more than a century of combined experience, our team helps Australians transform financial complexity into clarity and confident, well-informed decisions. We support clients in building, protecting, and ultimately enjoying their wealth across every stage of life.

Our personalised planning, strategic investment approach, and sophisticated retirement solutions create clear pathways toward your aspirations. Many of our client relationships span more than 15 years - a testament to the trust and care we bring to every partnership.

Rooted in long-term relationships and transparency, we ensure your financial future is secure, intentional, and aligned with the life you want to live.

"Paul has given me advice in self managed super fund. Paul was always able to explain things to me in a clear way.I feel very confident that the advice given was right for my needs. I usually received Paul's full care and attention when I needed it."

Neville, 65+ years, Melbourne, VIC

"Review with Paul was highly effective. Paul clearly listened and ensured his advice was relevant and meshed the legal & financial context of the Australian Super framework with our personal situation. We felt confident in the advice and the action plan."

"Paul has advised us on our strategic financial goals and management over the last two years and his advice has been invaluable in allowing us to plan our financial future."

"Paul is exceptionally knowledgeable and has a deep breadth of subject matter expertise. He is reliable, attentive, responsible and extremely professional in the way he deals with us. We highly recommend him to our colleagues and friends."

"Paul is an excellent financial adviser and is upmfront inb all of his dealings. Highly recommrnded !!"

Jim, 65+ years, Donvale, VIC

Our Approach

Money: A Relationship Worth Understanding

Most of us have some money. Few of us manage it as well as we could — and even fewer know how to make the most of it over a lifetime.
That’s where the right advice can make a difference. Not always — but usually.
At WealthSpan, we don’t assume our expertise will automatically benefit you. Instead, we start by developing a deep understanding of your circumstances, goals, and challenges. Only then can we determine whether — and how — we can add genuine value to your financial journey.
Until we reach that point of clarity, you’ll incur no costs whatsoever.

The power of a financial model: Clarity today for confidence tomorrow

Planning for the inevitable: How we help ensure a smooth transition

Good returns or just good enough? Rethinking investment success

When the Advice You Receive Misses the Bigger Picture

Frequently Asked Questions

What services does WealthSpan provide?

WealthSpan offers personalized financial advice covering wealth creation, retirement
planning, superannuation, risk protection, taxation, estate planning, and investment
strategies.

How does the advice process work?

The first step is a free, no-obligation 60-minute meeting. WealthSpan - Financial Advisers+1 .
You’ll complete a short questionnaire beforehand to clarify your goals and financial situation. WealthSpan - Financial Advisers.
After that, WealthSpan sends a “terms of engagement” letter outlining what advice is proposed, scope, and estimated costs. WealthSpan - Financial Advisers.
If you move forward, they’ll prepare a written Statement of Advice (SoA) tailored to your objectives. WealthSpan - Financial Advisers.
Ongoing reviews can ensure your plan remains aligned with your life changes and market conditions.

How does WealthSpan make sure advice is in my best interest?

WealthSpan’s advisers are ASIC-approved and licensed to give personal financial advice. WealthSpan - Financial Advisers
They commit to acting in your best interest, considering your full situation (liabilities, tax, risk appetite, goals). WealthSpan - Financial Advisers
Their business model is independent: they are privately owned, not tied to a product manufacturer. WealthSpan - Financial Advisers
They also disclose limitations and costs of their advice upfront. WealthSpan - Financial Advisers

Who leads WealthSpan and what is their experience?

The Managing Director and Client Adviser is Paul Greenwood, who has more than 25 years’ experience in financial services. WealthSpan - Financial Advisers He has
academic credentials in banking and finance and holds a Diploma of Financial Planning. WealthSpan - Financial Advisers

What is the cost of working with WealthSpan?

There is no cost for the initial meeting. WealthSpan - Financial Advisers+1
After assessment, WealthSpan provides a clear estimate of the costs for preparing comprehensive advice. WealthSpan - Financial Advisers
Final costs depend on the complexity of your financial situation, the scope of advice, and the services you choose to implement.

Is WealthSpan’s licence legitimate?

Yes — WealthSpan Financial Services Pty Ltd holds an Australian FinancialServices (AFS) Licence (#543396). search-afsl.com Their licence covers giving
advice on superannuation, securities, managed investments, life insurance products, and more. search-afsl.com

How often will you review my financial plan?

WealthSpan encourages ongoing reviews of your financial plan to respond to life changes (like career moves, family, or retirement) and to adapt to market conditions.
(This is standard practice in their advice process.) WealthSpan - Financial Advisers+1

How do you assess what investment strategy is right for me?

They use stochastic optimisation, a financial modelling technique, to evaluate different strategies based on your goals, risk tolerance, tax, and other
circumstances. WealthSpan - Financial Advisers
They consider variables like inflation, interest rates, life expectancy, legislation, debt, and more. WealthSpan - Financial Advisers
Where necessary, they bring in external specialists (tax experts, estate lawyers) to ensure comprehensive advice. WealthSpan - Financial Advisers

What makes WealthSpan’s approach different from other financial advisers?

Their independence: they’re not tied to a product provider, giving them flexibility to recommend the best solutions for you. WealthSpan - Financial Advisers
A very experienced leadership team, with each Principal having over 25 years in the industry. WealthSpan - Financial Adviser
A strong framework: they use modelling and scenario analysis to tailor advice very precisely. WealthSpan - Financial Advisers
Transparent process and costs: they clarify engagement, deliverables, and fees from the outset. WealthSpan - Financial Advisers+1

How do I get started with WealthSpan?

Reach out via their website to book the initial 60-minute meeting. WealthSpan - Financial Advisers
Alternatively, you can contact them by phone at +61 3 9122 2060 or email This email address is being protected from spambots. You need JavaScript enabled to view it.. WealthSpan - Financial Advisers
Before the meeting, you’ll be sent a questionnaire so you can think through your goals and financial situation. WealthSpan - Financial Advisers