About us

Who We Help

  • High-net-worth individuals

  • Business owners and entrepreneurs

  • Professionals seeking long-term financial direction

  • Clients focused on wealth creation, retirement, and asset protection

Our Approach

At Wealth Universe, we provide strategic financial advice tailored to each client’s objectives, financial circumstances, and long-term priorities. Our approach is structured, practical, and focused on supporting informed financial decision-making across all stages of wealth accumulation, retirement planning, and intergenerational wealth transfer.

With extensive experience across financial planning, investment strategy, and wealth management, we assist clients in navigating complex financial matters through clear and considered strategic advice.

Why Clients Choose Us

Clients engage Wealth Universe for our experience, structured approach, and long-term strategic focus.

Our advice is tailored to individual circumstances and may include investment strategy, superannuation, insurance, estate planning considerations, and broader wealth structuring strategies.

We work with clients on an ongoing basis to help ensure their financial strategies remain aligned with their evolving circumstances, objectives, and long-term priorities.

Contact Us

Meet Our Team

  • Portrait of a smiling man wearing a black blazer, white shirt, and jeans near a doorway

    Jason Davis

    Managing Director & Financial Adviser

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  • Smiling businesswoman in a navy blazer standing with crossed arms beside a glass door

    Marigold Botton

    Managing Partner & General Manager

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  • Smiling man in a navy blazer and blue shirt standing in a doorway

    Peter Thompson

    Head of Strategy & Growth

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  • "Wealth Universe made the whole process simple and easy to understand. I now feel much more confident about my financial future."

    — Bernie H.

  • "A professional team that delivers on their promises. We're saving more, investing better and making smarter decisions with our money."

    — Matthew P.

  • "Our investments have grown strongly. We’ve built our wealth faster than we expected and feel much more confident about our financial future. We're thrilled with the outcome."

    — Marie & Danny D.