Growing & Protecting The Financial Future You Deserve.​

Insurance Advice

​There are many insurance products available in the market today (i.e. Life Insurance, Total & Permanent Disability, Trauma Insurance, Child Cover, Income Protection & Business Expense Cover), so understandably trying to evaluate the best product to protect yourself ....

Financial Advice

We understand that finding the right Financial Planning partner can be hard. Our service are designed to provide you with the peace of mind that allows you the opportunity to stop worrying about your money and start living the life you want, helping you focus on what makes life .....


First home loan deposit scheme introduced:

Eligible first home buyers will be able to purchase a house with as little as a 5% deposit from 1 January 2020

A Journey Worth Planning For!


We are a Financial Planning and Insurance Specialist Company, with over 10 years of experience in the financial sector. We believe that financial life planning can only be effective if it's founded on a full understanding of your life goals and objectives.
Our focus is to discover your lifetime aspirations, evaluate your current and future financial resources and create a balanced and realistic plan to meet your goals.

Charley at Precise Wealth Management have been nothing but pleasure to deal with, he is responsive, knowledgeable and always thinking the best for his clients. I'm now a regular client of Charley since using his services to organise my loan for my second investment property back in 2009........


Edmund, NSW