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Specialist Financial
Advisors Sydney

Secure your Financial Future

Unlock Potential, Create Wealth – Your Journey to Financial Empowerment Starts Here

Both Future Wealth Group & Peter O’Malley are authorised
representatives of AVALONfs Pty Ltd AFSL 437518.

Our Partners

Future Wealth

Meet Peter O'Malley

Meet Peter O’Malley: Founder, Principal, and trusted financial advisor at Future Wealth Group Planning, offering tailored, comprehensive services to meet your financial goals.

How We Can Help

Our team of qualified Financial Advisers can provide advice on a range of services.

Mortgage Broking

Mortgage brokers connect borrowers and lenders, advising and managing to secure the best terms.

Superannuation

Superannuation saves for retirement, ensuring comfort by building it while working.

Retirement Planning

Retirement may seem a long way off but putting money into super now is still a tax effective way to invest your money.

Debt Management

Effective debt management involves investing in the right type of assets, understanding the interest you pay, and prioritising your debts efficiently.

SMSF

SMSF is one where you, as a trustee and member, have responsibility over the management, investment and administration of your super fund.

Aged Care

It’s not easy making the decision to place a loved one into care. Once you’ve made the call, it can be confusing to understand how it all works.

Who We Are

Future Wealth Group is a boutique private wealth company that aims to provide quality, transparent and effective wealth advice solutions to clients ranging from young professionals to pre and post – retirees.

Working closely with leading professionals in Accounting, Property and Estate Planning, Future Wealth Group provides an efficient solution to assisting individuals and families manage and plan their finance needs to help them achieve Financial certainty and independence.

With You Along The Way

At Future Wealth Group we work with you along the way on life’s journey. Whether you are getting married, starting a family, embarking on the trip of a lifetime or planning to enjoy your years after work, we can help.

Starting Out

Whether you are starting your first job, buying your first home, starting a family or saving for something special, we want to help give you the best start to your financial journey

Building Foundations

Life’s really busy now and although retirement is still quite a way off, you want to know that your financial future is secure. You might be considering starting your own business, looking at buying an investment property and/or shares or you just want to be sure that will have enough to pay for your children’s education. This is a time when we can help you build on your financial foundations.

Thinking About Retirement

Retirement is on the horizon and you are dreaming about all the wonderful things you are going to see and do in your life after work.

Putting the right plans in place while you are still working will give you the comfort of knowing that your future is under control.

Enjoying Retirement

You are enjoying life after work and all the opportunities that this exciting time in your life presents. At this time in your life you want to know you are going to have the finances to support your adventures and perhaps even leave a legacy so you can share your wealth now and in the future.

Mortgage Broking Excellence

Future Wealth Group’s mortgage broking service is dedicated to forging pathways to financial empowerment through tailored advice and strategic loan management. Their approach prioritizes securing the best mortgage terms for clients by closely advising and managing the entire loan process. Emphasizing personalized service, Future Wealth Group ensures clients’ journeys towards property ownership are both efficient and aligned with their financial goals.

Why Choose Us

  • Keep You On Track

    We will keep you accountable along the way because we want you to stay on track to achieve your goals.

  • A Holistic Approach

    We want to understand exactly what you want to achieve in life and provide you with strategies to guide you towards your goals.

  • Ease & Convenience

    Deal with one company for your superannuation, investment, debt management, insurance and estate planning needs.

  • Exceptional Personal Service

    Our focus is on listening, understanding, and caring about your concerns and providing you with an individual level of service.

  • Ongoing Support

    Our friendly support team will support you throughout your journey with us and answer any questions you have along the way.

  • Knowledge & Experience

    Our Financial Advisers are highly qualified and have the knowledge and experience necessary to focus on all your important financial matters.

What our client’s say

Hear from our satisfied clients and discover how our commitment to excellence has transformed their lives.

Your Future Wealth Group Experts

Meet the Team at Future Wealth Group: At the heart of Future Wealth Group lies a dedicated team of financial experts, each bringing a unique blend of experience and insight to help you navigate life’s financial journey.

Peter O'Malley

Founder

Kerri Blackett

Senior Mortgage Broker

Rueben Enoka

Mortgage Broker

Lee Malek

Client Service Manager

Contact Us

Office Hours

9:00am – 5:00pm Monday – Friday

Get in touch

Please call us on 0424 434 060 or fill in the form below and we will get back to you as soon as possible.