About Orbis Wealth
We believe your family is your most valuable asset… so this is the focus of our business.
Located in Mornington, Victoria, we are 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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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.
Make technology work for you
Are you a new technology pioneer, or a proud ‘technophobe’? Wherever you sit on the digital spectrum, the transformative power of technology is undeniable. What’s important is how you harness it.
Top tips when preparing your Will
Preparing a Will can be complicated, especially if you have a complex family structure. Here are some tips to consider when writing a Will