About Us

Your Partner in Achieving What Matters Most

At Orbis Wealth, we help our clients maximise the probability of achieving their financial goals and lifestyle aspirations, through advice, education, and planning services. Whether growing your wealth, protecting your assets, or planning for the future, we handle the complexities so you can focus on what matters most. With expert guidance and ongoing support, we ensure your plan evolves with your needs—giving you peace of mind and confidence in achieving your goals.

Our Team

Meet the Experts Behind Orbis Wealth

Simon Dundas-Smith

Managing Director

Simon is Managing Director of Orbis Wealth Pty Ltd. Simon made the transition to the financial planning industry in 2010 after a career in corporate risk management and compliance. Simon thrives on building long term relationships and loves being able to help his clients achieve great things.

Jolyon Peters

Financial Adviser

Jol has experience in the Wealth Management, Stockbroking and Financial Planning sectors. At Orbis Wealth he provides holistic financial planning advice to a range of clients with varying needs/objectives. Jol loves building and maintaining relationships with clients to enable them to achieve peace of mind and financial freedom.

Katie Dundas-Smith

Marketing & Communications Manager

Katie runs Orbis Wealth’s marketing, communications, and social media.

Jessica Dundas-Smith

Client Services officer

Jessica provides essential administrative support to the advisers to ensure seamless provision of advice and customer service.

Maitri Bhatt

Paraplanner

Maitri supports Simon and Jol by conducting technical research, modelling scenarios, and drafting financial plans.

Start Your Journey to Financial Confidence and Success

Our Financial Planning Process

Discovery Meeting

We meet to assess your needs, goals, challenges, and complexities and see how we can add value.

Engagement Meeting

Confirming your circumstances, goals & objectives prior to beginning our work.

Strategy Development

We prepare a draft advice document outlining our recommendations.

Presentation/ Implementation

We present your tailored plan and begin implementation of our recommended strategies once approved.

Ongoing Service

We provide ongoing support, keeping your finances aligned with evolving goals/ circumstances for peace of mind.

Google Reviews

Hear from Our Valued Clients

    
 
 
      Posted on Google  
   
   Sean Patterson 
 20 August 2026
 
 
  Both Simon and Jolyon are absolutely fantastic. Couldn’t recommend them more highly. The whole experience has been seamless and I felt immeasurably supported by the team at Orbis from the very beginning.
  
 
     Posted on Google  
   
   Nick Wootton 
 15 June 2026
 
 
  We have worked with Simon and Jol for many years now they are highly professional, constantly keep in touch, provide real reports, good advice and make our money work for us. I can't recommend Orbis wealth enough, if you're wavering and wondering whether to go and get them to look after your financial affairs stop hesitating and take the plunge you'll have no regrets.
  
 
     Posted on Google  
   
   Nate Thomas 
 20 March 2026
 
 
  I’ve worked with Jolyon and was really impressed with his approach to financial advice. He’s knowledgeable, professional, and keeps it practical. He explains things clearly, keeps it straightforward, and focuses on what actually matters across wealth, retirement, and risk. If you’re looking for a financial adviser in Mornington, Jolyon is someone I’d highly recommend.
  
 
     Posted on Google  
   
   Pauline Bignell 
 20 August 2025
 
 
  Jolyon is amazing and my clients rave about him.  He is great at listening to your dreams and goals and coming up with a plan to get there!
  
 
     Posted on Google  
   
   Jennifer Angsiting 
 20 August 2025
 
 
  Jol from Orbis wealth was so enlightening to meet with. He made the entire process very clear and we now feel very confident to make the most of their services in the very near future.