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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How to become superhuman
A balanced diet and regular exercise have long been the bastions of good health, but more than ever, people are focused on raising the bar beyond simple living. Peak performance is increasingly the goal of ordinary people seeking to gain a competitive edge at work or to live longer. To reach those lofty ambitions, a holistic approach is required.
Paving your path to financial security in retirement
Generally speaking, financial security is peace of mind that comes from having confidence you can attain all of your financial goals both now and in the future.
Insurance: making sure what you have fits your individual needs
Whilst we all dream of retirement and look forward to the time when we can reap the rewards of a lifetime of hard work, we need to be realistic and consider the possibility of an untimely death or disablement prior to retirement.