About Orbis Wealth Management
We believe your family is your most valuable asset… so this is the focus of our business.
Orbis Wealth Management is a boutique wealth management and financial advisory firm focused on managing wealth strategies for a range of clients including individuals, families, small business owners and business executives.
We help our clients maximise the probability of achieving their financial goals and lifestyle aspirations. To do this we take a holistic approach and spend the time to ascertain what is really important to them. We empower our clients to achieve great things, through advice, education and planning.
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The 5 step business plan review
As business owners it is easy to get lost in a cloud of activity, and lose sight of the big picture. Having some structure around your business plan, such as key objectives and progress, can ensure activity is congruent with your business’s vision and purpose.
Busting the $1 million retirement myth
It’s often said you’ll need $1 million in superannuation to live a comfortable retirement. This is a daunting figure for most and has many Australians concerned about the retirement lifestyle they’ll have.
Self-employed? Don't leave your business at risk
What would you do if you became sick or injured and were unable to keep your business running? It’s not something that is often thought about, but it is important to take a moment to consider it.