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IW
RIA · CRD 304959

Updated:

IKIGAI WEALTH

Ikigai Private Wealth provides personalised private wealth advice combining financial planning, investment management and long-term strategic guidance.

Overview

Ikigai Private Wealth provides personalised private wealth advice combining financial planning, investment management and long-term strategic guidance. The firm is 100% fee-based, with no commissions, referral fees or incentives. It creates a connected financial roadmap covering investments, superannuation, tax strategy, estate planning and broader financial planning, and works with professionals, business owners and pre-retirees.

General information

Firm type

RIA

Location

City

Fortitude Valley

Principals

Winston McKell

Financial Adviser

Devan King

Financial Adviser

Rene Solis

Financial Planning Support

Shanley King

Life Coach

Sector focus

Professionals, business owners and pre-retirees

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