Andrew Lee

I believe money should give you more choice, freedom and confidence in life - not complexity or stress. Financial planning should be clear, meaningful and firmly rooted in what truly matters to you.

I’ve worked in finance for over 12 years, and when I chose to build my own practice, I knew I wanted to do things differently. Too many people feel like passengers in their own financial lives—plenty of products, little clarity, and even less purpose. My work is about changing that and helping realise their potential...

I partner with entrepreneurs, professionals and families who are building something meaningful and want a clear answer to one question:

“Is what I’m doing today taking me closer to the life I actually want?”

For me, financial planning goes far beyond investments and spreadsheets. It’s about clarity, purpose and living in the moment. It’s about protecting the people you love, building financial independence on your terms, and having confidence in every decision. It’s about living a life you don’t need to escape from and having enough when you need it.

I call this True Wealth—the point where financial security meets a fulfilling life.

Through disciplined planning, intelligent investing and genuine long-term partnership, I help clients:

Design what they want their life to look and feel like

Build and preserve wealth with purpose to achieve that

Create structure and confidence around decisions

Live intentionally - not “one day”, but now

Clients come first. Always. Every recommendation is made through a simple lens:

Does this help you live a better life—financially and personally? If yes, we do it. If not, we don’t.

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