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Private wealth advice, tailored to you.

A considered plan and disciplined investing aligned to your life.

Investment with purpose.

Portfolios built around objectives, tax, liquidity and risk, managed with care and conviction.

Retirement, structured with confidence.

Clear pathways for income, super and longevity, designed for flexibility and control.

Intentional wealth building.

A tailored strategy for saving, cash flow and priorities, so progress becomes consistent.

Protect your family and what you’ve built.

Effective structures and insurance advice, reviewed to stay fit for purpose.

Estate planning, handled with care.

Estate planning and inheritance advice designed to preserve wealth, reduce friction, and support the people you care about.

WealthSpan's Mission s

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.

Make an Enquiry

Reach out to us for any enquiries or a consultation.

Send a Request
03 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."

Kerry, 56 - 65 years, Camberwell, VIC

"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."

Hans, 65+ years, Hawthorn, VIC

"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."

Brad, 46 - 55 years, Melbourne, VIC

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

    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.

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      Frequently Asked Questions

      What services does WealthSpan provide?

      WealthSpan offers personalised 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 no-obligation 45-minute meeting.
      • You’ll complete a short questionnaire beforehand then when we meet we will clarify your goals and financial situation.
      • After that, WealthSpan will prepare a “terms of engagement” letter outlining what advice is proposed, the scope, and the estimated cost.
      • If you move forward, WealthSpan will prepare written advice tailored to your objectives.
      • 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 provide personal financial advice.
      • WealthSpan advisers are committed to acting in your best interest, considering your full situation (liabilities, tax, risk appetite, goals).
      • WealthSpan's business model is based on complete transparency: they are privately owned, not tied to a product manufacturer.
      • Your adviser will disclose limitations and costs of their advice upfront.
      Who leads WealthSpan and what is their experience?

      The Founder, Chief Executive Officer and Client Adviser is Paul Greenwood, who has more than 30 years’ experience in financial services. Paul has extensive academic credentials in banking and finance and holds a Masters Degree and Diploma of Financial Planning. 

      What is the cost of working with WealthSpan?
      • There is usually no cost for the initial meeting.
      • After assessment, WealthSpan will provide a clear estimate of the costs for preparing the advice, or providing the financial service you require.
      • Final costs depend on the complexity of your financial situation, the scope of advice, and the services you choose to access.
      Is WealthSpan’s licence legitimate?

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

      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 legislative and market conditions.

      How do you assess what strategies are right for me?

      WealthSpan employs various forms of financial modelling including the use of stochastic optimisation to evaluate different strategies based on your goals, risk tolerance, tax, and other circumstances.
      They consider variables like inflation, interest rates, life expectancy, legislation, debt, and more.
      Where necessary, they bring in external specialists (tax experts, estate lawyers, mortgage brokers) to ensure a comprehensive solution is provided.

      What makes WealthSpan’s approach different from other financial advisers?
      • Their extensive experience covering many decades.
      • They’re not tied to a product provider, giving them flexibility to recommend the best solutions for you.
      • A strong framework: they use financial modelling and scenario analysis to tailor advice.
      • They are licensed to provide a broad range of financial services.
      • Transparent process and costs: they clarify engagement, deliverables, and fees from the outset.
      • Their focus on delivering value laden advice.
      • They listen and seek to understand your unique situation.
      How do I get started with WealthSpan?
      • Reach out via their website to book the initial meeting.
      • Alternatively, you can contact them by phone at 03 9122 2060
      • Email: This email address is being protected from spambots. You need JavaScript enabled to view it..