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Innate Wealth
Founded in 1996 and based in Melbourne, Innate Wealth provides financial planning and advisory services to families, business owners, and professionals.
Innate Wealth
Founded in 1996 and based in Melbourne, Innate Wealth provides financial planning and advisory services to families, business owners, and professionals. The firm operates as a boutique wealth manager, structuring its advice around eight core service lines including strategic guidance, superannuation, investment management, tax planning, retirement planning, government entitlements, aged care, and estate planning. Its client base spans accumulation, consolidation, and transition phases. The firm deploys client capital across every asset class and sector under a unified 'Capital & Assets Under Influence' framework. Innate Wealth does not disclose a specific AUM figure. The advisory architecture relies on an in-house team of specialists supplemented by external partners when mandates extend beyond the firm's core expertise — a model designed to deliver institutional-grade capability without the overhead of a large firm. The business serves three primary client types: employed professionals, property owners, and those with surplus income looking for structured wealth management. Innate Wealth maintains a single office in Melbourne and does not disclose team headcount or total deployment. The firm has no known linked philanthropic foundations, real-asset arms, or external co-investment club memberships. No dated operational event from the last 24 months is publicly available that would inform current investment posture or structural change. The structural differentiator is the firm's bundled eight-service multidisciplinary model. By housing wealth management, tax strategy, government entitlements, and aged-care funding under one boutique roof, Innate Wealth offers a planning experience that bridges traditional advice and life-stage contingency — a shape that sits between a single-adviser practice and a private bank, designed for clients who have built success and are asking 'Will we be okay?'.
General information
Firm type
Bank / Wealth / Trust
Year founded
1996
AUM
Undisclosed
Location
Region
Oceania
Country
Australia
City
Melbourne
Corporate office
Melbourne, Australia
Sector focus
Frequently asked questions
How does Innate Wealth structure its investment management for clients?
Innate Wealth manages client capital across every asset class and sector under a 'Capital & Assets Under Influence' framework. The firm relies on an in-house specialist team for wealth, investments, and tax, and brings in trusted external partners when mandates fall outside its core expertise. This model aims to provide institutional-style oversight without the layers of a large firm.
What client segments does Innate Wealth typically serve?
The firm works with families, business owners, and employed professionals across accumulation, consolidation, and transition phases — generally those aged 25 and above. Its website specifically lists employed professionals at different life stages, property owners, and individuals with surplus income as core client profiles. The focus is on clients who have built success through hard work and are seeking clarity on life's big financial questions.
Does Innate Wealth disclose an assets-under-management figure?
No. Innate Wealth does not publish a specific AUM number. The firm describes its scope as 'Capital & Assets Under Influence,' indicating it guides and manages client capital strategically rather than reporting a single aggregation figure that would be comparable to a traditional fund manager or family office.
What is the firm's approach to aged care and government entitlements?
Innate Wealth incorporates aged care funding, home care funding, and Centrelink entitlements as core advisory services alongside wealth management and tax planning. This multidisciplinary inclusion is a structural differentiator, allowing the firm to address life-stage transitions and government support systems within a single planning relationship rather than referring clients to external specialists.
Is Innate Wealth a single-family office or a multi-family office?
Innate Wealth operates as a boutique wealth manager and financial planning firm, not a family office. It serves multiple households and businesses rather than managing the capital of a single family. The firm's structure is closer to an independent advisory practice than a traditional family office.
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