About Assert Wealth

What We Do

We are a Sydney-based team, with years of experience in helping clients and building relationships.  Assert Wealth are dedicated to understanding your needs, and we partner with established finance and real estate experts with many years of proven experience.

Whether you are looking for your first home, refinancing your existing mortgage, or looking for a way to increase your wealth through property investment, we can set you on the right track and get you working with our specialists. Our team of experts will help you make the best decision to secure your financial future. 

Throughout the entire process, we will be with you every step of the way.

Our Background

After working in the wealth creation industry for several years, we recognised the need for a company in the industry that puts clients first. At Assert Wealth, our relationship with you is not all about dollars and cents, it’s about creating a custom, tailor-made strategy that works for you. 

Want to Hear More?

Our complimentary consultation and assessment is carried out with no obligation, so why not contact us today? 

How do we work?

After we have an initial chat to you over the phone, we will set up a time for a face-to-face consultation.


We come to you, so whether you want to meet at your house, the local cafe or your office, we will be there. If you are self-isolating or would just prefer a video call, we are happy to use Zoom, Skype or FaceTime instead. Even better, we work outside of normal business hours, so if the only time you are free is after the kids go to bed, it's the perfect time for us to have a chat.

We work with you to find which of our expert partners you need, and co-ordinate a unified strategy and delivery of service. Our partners will provide you with the financial advice, tax advice, real estate services, mortgage finance that you need, as a team. We manage that team and ensure that you get what you need, when you need it.

We put our clients first. Read our Testimonials to see what our clients have to say firsthand.

Be proactive, not reactive when it comes to your future. There is nothing more important than securing the best possible life for you and your family.

Lloyd Davis-Slade
Business Development Manager