Retire with confidence that your money will last.
We help transition you into a healthy confident retirement without worrying about having your money run out.
If It Doesn’t Help You, We Don’t Charge. Simple.
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Shape Your Ideal Retirement
Not having enough savings to live comfortably
Complex taxes or super rules reducing your income
Outliving your savings
Having to rely on the Age Pension alone
Travel and leisure ✈️
Retire early and on your terms ⏳
Achieve financial independence 💰
Leave a legacy for family 👪
How We Help You Retire with Confidence
We provide personalised retirement strategies to help you enjoy your future without stress or uncertainty.
Initial Free Discovery
A free 15-minute chat to understand if we can potentially help and move to the next stage.
Deep Dive Discovery Session
An in-depth, paid session where we explore your financial situation, identify key opportunities, and give you practical insights. There is no personal advice here & no obligation to proceed further either!
Strategy Development
If we've agreed to provide advice, in this stage we create a personalised, independent financial plan focused on growth, protection, and long-term results.
See Your Strategy Come to Life
We present your strategy, guide you through every step, and implement the plan so you can feel confidence & momentum towards achieving your goals.
Ongoing Support & Optimisation
We monitor your progress, adjust strategies as life changes, and ensure your financial plan keeps delivering value.
TESTIMONIALS
What others are saying
STILL NOT SURE?
Frequently Asked Questions
We understand you might have questions before getting life insurance. Here are the answers to the most common concerns our clients have.
Is the initial 15-minute chat really free?
Yes. It’s a short discovery call to see if we can help you and is completely free. No obligation.
What’s the difference between the free chat and the paid session?
The free chat is a quick introductory call. The paid session is an in-depth, one-hour discussion where we explore your financial situation and provide strategic insights (not personal advice). Not all potential clients get offered the paid session. We only offer it if we feel confident, you'll walk away with at least some value from the meeting. We've never had anyone walk away not finding value from the paid session.
Do you provide personal advice in the paid session?
No, the paid session gives guidance and strategy discussion only. Personal advice requires formal engagement.
What happens after the strategy session?
If you choose to proceed, we present your personalised strategy and implement it step by step. You’ll have a clear roadmap and actionable steps to achieve your financial goals.
How do I know if I’m the right client for you?
We work with clients who are serious about their financial future, want independent advice, and are ready to act on strategic guidance. If that’s you, the session will be highly valuable.
How much does the paid session cost?
The paid discovery session costs $440. This is charged for our time and expertise, reflecting the value and actionable insights you’ll receive.
About us
Hey, I’m Vince. Founder of Wealthly Advice.
I started Wealthly Advice to do financial advice differently.
That means no sales targets, no fluff, just clear strategy that creates real impact.
Since entering the industry in 2010 and becoming a Certified Financial Planner® by 2013, I’ve helped clients navigate everything from first homes to retirement transitions and complex SMSF strategies.
My specialty is giving people the clarity, control, and confidence to grow their wealth and make decisions they won’t second-guess.
I have helped hundreds of clients retire comfortably and on their terms. Managing everything to help them feel confident. Check out our reviews to see how happy our clients are once they decide to engage us.
This work matters and I take it seriously. If we are a match and can work together, I will not let you down. I can become your personal finance CEO on demand and once you become a client of mine, I'll always be available, show up and get you the best results.
Let’s get to work on your version of financial freedom together.
Vince Madaffari
Director & Wealth Adviser, B.Fin, Certified Financial Planner®
Office Headquarters
4/2 Walker Street, Moonee Ponds VIC 3039
0403 254 306
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