An investment advisor in Perth, building portfolios around your goals
A diversified portfolio built around your goals, timeframe and comfort with risk — so your money works toward the life you want.
Investment advice in Perth, built on diversification
As an investment advisor in Perth, Glow Wealth helps you put your money to work outside your home and your super. We start with what you are actually trying to achieve — repaying the mortgage sooner, giving your children a head start, or simply building wealth beyond the family home — and design a portfolio around that, your timeframe and how comfortable you are with risk.
Good investing rests on diversification. Rather than backing a single asset, a well-built portfolio spreads your money across shares, property, infrastructure, fixed interest and cash. That mix smooths the ride and lets you capture growth from more than one source. We tailor the blend to suit your age, your goals and how long your money can stay invested, then review and rebalance it as life and markets change.
Grow wealth to repay a mortgage faster
Build enough wealth to repay a mortgage faster and in full, giving you financial freedom sooner.
Save for future education costs
Save for kids' future education costs, and provide them with a head start in life once they reach a milestone birthday.
Tax-effective investing
Invest tax-effectively so that you not only build wealth, but create tax deductions either along the way, or upon making withdrawals.
Invest beyond super contribution caps
Invest in something other than super after maximising contribution caps.
Flexible, accessible investments
Invest funds that you don't necessarily want to lock up long-term — accessible well before preservation age.
Not sure where to start?
Tell us where you are — we'll point you at the right service in one conversation.
Investing tax-effectively
How an investment is structured can matter as much as what you invest in. We look at ways to invest tax-effectively — building wealth while creating tax deductions along the way or when you draw funds — so more of your return stays with you. The right structure depends on your circumstances, and we will talk you through the options in plain language.
Investing outside super
Investing outside super gives you flexibility that super cannot: you can access the money before preservation age and you are not bound by contribution caps. The two work best together — once you have made the most of your superannuation, investing outside it is often the natural next step, and we will help you see how the pieces fit.
Other services
Insurance
Income protection and personal insurance advice — a financial seat belt so an illness or injury does not undo everything you have built.
Super & Pension
Grow your super, contribute tax-effectively and put the right foundations in place for the retirement you want.
Wealth that compounds toward your goals
- A diversified portfolio matched to your goals and timeframe
- Tax-effective investment structures
- Wealth built outside super, with flexible access
- Regular reviews and rebalancing as markets move
- Clear reporting you can actually read
Award-winning advice, trusted by WA families.
Most Trusted Advisers 2023
Astrum Awards 2023Common questions
You do not strictly need one to invest, but an adviser can help you build a portfolio that actually matches your goals, timeframe and tolerance for risk, rather than chasing whatever is popular. The value usually shows up in the structure: diversification, tax effectiveness, and the discipline to stay invested through the ups and downs. If you are weighing it up, Glow Wealth is happy to talk through whether advice fits where you are.
Often, once you have made the most of your super. Investing outside it gives you access before preservation age and freedom from contribution caps — the two work best together.
Less than most people think. What matters more is consistency and the right structure — we help you start at a level that fits your budget and build from there.
By spreading your money across asset classes — shares, property, infrastructure, fixed interest and cash — in a blend matched to your goals, timeframe and comfort with risk, then rebalancing as markets move.
