Finance
- Services
- Finance
Wealth Management
Wherever you are in life—whether building a business, managing a career, planning for retirement, or securing your family’s future—we see you. Your financial journey is unique, and so is our approach to helping you navigate it.
At the core of our service is a commitment to unlocking your full lifestyle potential. We go beyond traditional wealth management, acting as your personal CFO to provide strategic guidance, simplify complexities, and ensure that every financial decision aligns with your goals. Through thoughtful planning, expert insights, and a personalized approach, we help you build, protect, and optimize your wealth.
With us by your side, you gain more than financial security—you gain the confidence and clarity to enjoy life on your terms. No matter where you are today or where you want to be tomorrow, we’re here to help you make the most of every opportunity, every step of the way.

Services
Our Offerings
Investment advice isn’t just about short-term returns—it’s about understanding your financial potential and building lasting wealth. With a strategic, disciplined approach, we help you navigate markets, balance risk, and secure your future. Thoughtful planning today ensures financial freedom tomorrow—because with the right plan, your lifestyle is just the beginning.
Retirement planning is about more than just saving—it’s about defining how much is enough and structuring your assets to provide a sustainable income for life. At Velixir, we create enduring peace of mind, ensuring you’re financially prepared for the retirement you envision. With expert guidance, we help you transition seamlessly from preparation to retirement, so you can enjoy the future you’ve worked for.
At Velixir, we prioritize asset protection as the foundation of your financial security. By carefully structuring ownership to minimize risks and limit exposure to litigation, we ensure your wealth remains protected. With proactive strategies and expert guidance, we help you secure your legacy and focus on growing your wealth with peace of mind.
At Velixir, we view budgeting as a key driver in improving your cash flow and financial flexibility. When done right, it not only helps you manage expenses but also empowers you to do more—whether that’s protecting your wealth, investing for growth, or strategically leveraging debt. Our approach ensures your finances are structured to work in your favor, unlocking opportunities and enhancing your overall financial health.
At Velixir, we view insurance as a prudent way to protect yourself and your family from the unexpected—whether it’s illness, injury, or other unforeseen events. We work across life insurance, income protection, and disability insurance to ensure all aspects of your personal and financial well-being are safeguarded, giving you peace of mind in every situation.
At Velixir, we view finance and lending as opportunities to make smart, strategic decisions that align with your unique needs. By gaining a deep understanding of your goals, we access a range of lenders to secure favorable terms tailored to both your immediate and long-term financial aspirations. Our approach ensures you get the right financing solutions to support your growth and success.
At Velixir, we see superannuation as a tax-effective investment vehicle for building wealth and planning for retirement. We work to maximize the benefits and options within your super—whether that’s retail, industry, wrap, or SMSF—helping you choose the right structure to align with your retirement goals and financial strategy.
At Velixir, we see tax planning as the strategic key to achieving your financial success and the lifestyle you deserve. With every tax position carefully planned, every choice optimized, and every decision aligned with your ultimate goals, we ensure that you make the most of your financial opportunities.
At Velixir, we see estate planning as your greatest legacy—ensuring that your assets and wealth are passed down according to your wishes. Through tools like wills, powers of attorney, and binding death nominations, we help you manage the distribution of assets and income to future generations, preserving your hard-earned wealth for years to come.

Corporate Finance
Whether you're an emerging startup, a fast-growing business, or a well-established enterprise, we understand the unique financial challenges you face. Our mission is to empower your success through strategic financial insight and expert execution.
Specializing in corporate finance and capital markets, we offer customized solutions designed to drive sustainable growth, enhance financial stability, and maximize value. From raising capital and optimizing financial structures to navigating mergers, acquisitions, and strategic investments, we provide the expertise and guidance you need to make informed, confident decisions.
With a deep understanding of market dynamics and industry trends, we partner with you to unlock opportunities, mitigate risks, and position your business for long-term success. Whatever your financial goals, we’re committed to helping you achieve them with precision, strategy, and impact.
Our Services
Key Offerings
Corporate Valuations: Understand Your Business's True Value
At Velixir, we provide accurate corporate valuations to give you a clear picture of your business’s market value. Whether you're navigating mergers and acquisitions, raising capital, or refining strategic plans, our valuations empower you to make informed decisions that drive success.
Acquisition Advisory: Expanding with Precision
At Velixir, we specialize in identifying and securing the right acquisition opportunities to fuel your growth. From strategic planning to deal execution, our Acquisition Advisory services ensure a smooth, efficient process that aligns with your business goals and maximizes value.
Divestment Advisory: Streamlining for Success
At Velixir, our Divestment Advisory services guide you in identifying and strategically divesting non-core assets. This enables you to concentrate on your key business objectives while optimizing your portfolio for enhanced performance and future growth.
Capital Raising: Fuel Your Growth
At Velixir, we help you secure the capital required to accelerate your business’s growth. Our Capital Raising services connect you with customized equity and debt financing solutions, designed to meet your unique needs and support your business at every stage of growth.
Debt Advisory: Smart Financing Solutions
At Velixir, our Debt Advisory services simplify the complexities of debt financing. From structuring to securitization, we provide tailored solutions that support your growth while maintaining financial stability and health.
Transaction Support: Navigate with Confidence
At Velixir, our Transaction Support services offer comprehensive guidance throughout every step of your corporate transactions. From due diligence to financial modeling and strategic structuring, we ensure a smooth, confident process that drives successful outcomes