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WE.Private.
WE.
Connect 1300 13 59 53
WHO WE WORK WITH
INDIVIDUALS & FAMILIES
We help you gain clarity around your personal, lifestyle, and financial goals—articulating what matters most and quantifying what success looks like. From there, we design a comprehensive, long-term strategy tailored to help you achieve those goals.
INDIVIDUALS & FAMILIES
Your personalised plan will map out the interconnected elements of your financial life, highlighting the key actions and decisions needed to give you the best chance of success.
Once your strategy is agreed upon, we support you in putting each component into action. As your circumstances and the broader environment evolve, we’ll regularly review and refine your plan to keep it aligned with your goals. We’re with you every step of the way—acting as your sounding board, offering trusted guidance, and helping you make informed, confident financial decisions.
Education is central to our approach. We provide ongoing coaching not only for you, but also for the next generation—empowering your family with the knowledge to make smart financial choices across generations.
BUSINESS OWNERS
As business owners ourselves—with a firm that’s 100% employee-owned—we understand the demands your business places on your time and energy. Often, your personal balance sheet comes third, behind your business and family, and doesn’t receive the attention it deserves.
From experience, we know that the more time and mental space we can help you reclaim, the better it is for both your business and your family.
That’s why we take a holistic approach—bringing everything together by coordinating the professionals in your life and integrating your business strategy with a well-structured personal financial plan. This plan is designed to reflect your personal, family, and lifestyle goals, while also aligning with your business priorities.
And when the time comes to exit your business or unlock capital, we’ll help you put a strategy in place to ensure the financial rewards of your hard work are maximised and protected.
BUSINESS OWNERS
NEWLY DIVORCED
With around one in three Australian marriages ending in divorce, navigating the financial implications of separation can be complex and emotionally taxing.
Unless a binding financial agreement is in place, asset division often involves negotiation — and legal costs can escalate quickly. An early, amicable agreement is ideal, but emotions can make this difficult, even through legal channels.
That’s why seeking financial advice early is essential, especially where there’s a gap in financial understanding between spouses. A trusted adviser can help you make informed decisions and protect your long-term interests.
Rebuilding your financial life starts with a clear budget and a forward-looking plan. While your relationship with your lawyer may end with the divorce, your partnership with a financial planner can support you for years to come.
At WE Private, we help you move forward with clarity and confidence — not just by managing the financial split, but by helping you shape your next chapter
Navigating Divorce: Financial Clarity During Life’s Transitions
NEWLY DIVORCED
PROFESSIONALS
PROFESSIONALS
While your cashflow is strong, you may feel you're not fully capitalising on your earning potential.
At WE Private, we help you turn income into impact — building a disciplined, long-term strategy that evolves with your life and career.
We work closely with you to stay on track, adjusting your plan as circumstances change. Our goal is to help you leverage your surplus savings and future cashflow to create passive investment income — positioning you to achieve your financial goals with confidence and clarity.
It’s not just about growing wealth — it’s about building a future that reflects your values, ambitions, and lifestyle.
TRUSTEES
TRUSTEES
Trusteeship is a role of profound responsibility-
One that demands the highest standards of integrity, sound judgment, and unwavering fiduciary care. It goes far beyond financial oversight, requiring a deep understanding of complex financial structures and the broader context of long-term wealth stewardship.
At Wealth Effect Private, we recognise the delicate balance trustees must maintain—navigating family dynamics, managing intergenerational expectations, and fostering enduring harmony. Our team brings not only technical expertise in governance, finance, and legal frameworks, but also a nuanced appreciation for the human elements that shape family wealth.
In guiding our clients through the multifaceted responsibilities of trusteeship, we take a holistic approach—attending meticulously to both financial and non-financial dimensions. This ensures our clients can rely on us to protect, preserve, and grow their wealth with care and foresight, for generations to come.
NOT-FOR -PROFITS
NOT-FOR -PROFITS
For-purpose institutions—including charities, foundations, and endowments—play a vital role in driving meaningful change across society.
Their unique mission-driven focus requires a careful balance: maximising financial resources while staying true to their values and long-term purpose.
At WE Private, we understand these nuances and bring deep expertise to support these organisations through strategic investment consulting, research, and portfolio management. We work in close partnership with each institution to develop tailored solutions that reflect their goals—whether it's preserving and growing endowment capital, refining investment strategies, or integrating responsible and sustainable investment principles.
By partnering with WE Private, for-purpose organisations gain access to a team of seasoned professionals who understand the complexities of the non-profit sector. We help you navigate an increasingly sophisticated financial landscape, make informed investment decisions, and ensure long-term financial sustainability—so you can stay focused on what matters most: creating lasting impact in the communities you serve and beyond.
Who you partner with matters
We'll bring in our team of experts to assist you unlock debt and equity across your portfolio. Choose the institution that right for you.
You'll receive a tailored plan, that fits in with your wealth management strategy that keeps all your finances moving to reach your future vision.
Every part of your financial world, however complex, should work together seamlessly. We are able to assist you with deep expertise in both debt and equity solutions, unlocking opportunity with strategic debt management and priority transaction support.
Andre Dirckze
Founder Wealth Group
"Andre and I want to make a real difference in our client’s lives. Something that extends far beyond simply offering financial advice. We practice what we preach, and only give advice we follow ourselves, so we know our strategies work because they have been tested by us on us.
We started out on this journey together to move away from corporate financial life and build a future that allowed us to be in control of the hours we work so we could spend time with our loved ones while they are young."
WE.
When you’re navigating uncharted territory, you need a trusted expert. One who has the knowledge and capabilities to steer you through.
Andre Dirckze