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We helped David manage his finances after a significant change in his career

David became our client when he was made redundant after 30 years with his employer. We initially built a financial strategy to help David stay on track for a healthy financial future, and 2 years on we continue to help him manage his investments and superannuation. Find out more

Right from the outset I felt comfortable in his presence and was impressed by the calibre and professionalism of his team.

David Clements
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We helped Hector grow his personal wealth

We helped Hector grow his wealth through Investments, Superannuation and Tax Efficiency. Now manage his income stream according to his needs, while at the same time minimising tax payable. Find out more

“Over a period of years my financial position had changed dramatically. My overall wealth has grown but it has been done so methodically & efficiently that my aim of retirement has become a reality."

Hector
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We helped Kate on the biggest financial learning curve of her life

When Kate and her husband Scott first came to us, we helped set them up for a solid financial future. And when Scott became terminally ill, we were there to help Kate prepare for the financial changes she faced, including refinancing her home. Find out more

“John managed this situation in not just the most professional manner but in a steady and calm fashion, with empathy, compassion and honesty.”

Kate
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We help David manage his self managed super fund

David, a busy executive, asked us to help manage his financial affairs better. We spent time ensuring his investments and the tax paid he paid on them were optimised. We also helped to ensure the investments David made were in line with his request for minimum risk. Find out more

“I can say with certainty, that our financial affairs have never been in better shape. John is a great family man, a formidable financial planner and most of all; he is a man you can trust."

David Banks
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We are Financial Specialists

About Socius

Socius Wealth Management is a boutique financial advisory firm that delivers tailored financial strategies to help its clients meet their lifestyle and financial goals.

  • John D'Alessandri

    Director/Financial Planner

  • Ros Johannesen

    Director/Financial Planner

  • Penny Chai

    Financial Planner and Practice Manager

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  • PARTNERSHIP WITH HILLROSS

    Hillross is one of Australia’s premier wealth adviser firms. As part of the Hillross network, we believe that professional wealth management should not be left to chance.

  • Visit Hillross


  • PROFESSIONAL MEMBERSHIP

    Hillross is a Professional Partner of the Financial Planning Association of Australia (FPA).

    Visit the FPA website