Wedan Consulting (WC), is a financial planning service focused on providing our clients with a strategy that means their money and Super work better for them. Our firm benefits as our clients' finances do.

The company was established in 2017. Our partners combine to have over 30 years of experience in finance.

Our co-founder, Wence Peraza, recognised, without an advisor, people's Super was often inefficient and in unsuitable products. Partner, Scott Goold, recognised that people often believe a financial advisor is an expensive, out of pocket cost they could not afford.

In reality everyone needs an advisor so they are not losing to the system.

Wedan was set up to solve those issues for people in the Sydney and Illawarra region, so that their clients could have a financial plan where their Super worked for them. As our clients have become more wealthy we are moving to providing services for HNWIs, but we still make time for potential clients who are motivated to put themselves and their families into a stronger financial position.

Typical Clients

Tradies and Small Business Owners

Have a plan to start a business or already have one? Are you worried about what cover you have in case you can't work? Need help structuring your business in the right way and what about taxes and Super?

Parents (and grandparents) of young children

Need to save for their education? Are you struggling with the cost of living and want  some guidance on how to better work within the system? Want to build assets for your children or grandchildren, in a protected way? There are some amazing products and services out there that can really help you.

Planning on buying property - even first homebuyers

This is the reason many of our clients come and see us. We can't tell you what property to buy but we can help you there sooner and be in a stronger position, plus we even work with a Mortgage Brokers so we can assist you in what you need for a loan and getting the best possible product.

Over 60's - Ensure you are looked after to your wishes if you get sick and your assets transfer according to your wishes

Your children probably don't feel comfortable having these conversations. We act in the middle so that it's all set up and your children know your wishes and can act accordingly when the time comes.

We do tend to work with younger clients but approaching retirement is complicated and there are many ways to gain massive financial advantages and the children often request that we work with their parents to ensure their wishes around estate planning can be carried out. This means, without the children and the parents needing to have difficult conversations, everyone is on the same page regarding financial and legal issues around elder care and that assets are passed down in the way that is intended.

Want to accumulate wealth and protect it

If you want to build wealth you need to be smart about it, particularly if you want it to grow and need to protect it. We help clients who already have wealth and we help clients who are just starting out. Plus life changes and you want to have security and an adviser who will work with you as your goals and circumstances change.

Our mission

We believe that central to creating a secure financial position and building wealth is about being smarter.

You work hard. We help you be smart in structuring, building and protecting your wealth. Ultimately, this should reduce stress and mean you have significantly more wealth in the future.

We look forward to working with you and helping you achieve your financial objectives while also contributing to a more sustainable future. Contact us today to schedule an appointment with our team of experts.