Way2Wealth Advisers
Plan. Grow. Prosper.
Way2Wealth Advisers began through a collaboration of professionals with backgrounds in accounting, financial planning and equities trading. Choosing a financial adviser is a major decision, and our team has the discipline and experience of working with financially successful clients through proven strategies.
We specialise in providing holistic advice with multiple service levels. You can seek an expert second opinion or engage us to help manage your insurances, investments and finances so you have more time for the things you love.
Services
- Superannuation and retirement strategy design
- Investment portfolio construction and ongoing review
- Cash flow and taxation planning
- Estate and legacy planning alignment
Related Company Services
Superannuation Services
Self Managed Super Fund
Manage retirement savings through an SMSF structure tailored to member goals.
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Superannuation Services
Superannuation & Retirement Planning
Maximise superannuation outcomes through careful retirement-focused planning.
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Superannuation Services
Premium Investment & Superannuation Portfolio Services
Construct diversified portfolios using independent research and asset allocation discipline.
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Additional Services
Estate Planning
Document and implement transfer intentions to protect family outcomes.
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Additional Services
Cash Flow & Taxation Planning
Build sustainable strategies grounded in cash flow and tax efficiency.
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Additional Services
Children Education Bonds
Use education bond structures to fund future education costs tax-effectively.
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Team Members
Raghu Vattam
Director
Sukumar Keshava Murthy
Financial Adviser
Sanchi Kogata
Financial Adviser
Liz Rodricks
Admin Support
Disclaimer
This website is published by Way2Wealth Advisers Pty Ltd. Raghavendra Vattam [AR 291575]; Kumar Keshava Murthy [AR No 1270118]; Sanchi Kogata [AR No 1308018] and Way2Wealth Advisers Pty Ltd [CAR 1237433] are authorised representatives of Synchron Advice Pty Ltd (ABN 33 007 207 650), AFSL 243313 for Financial Advice Services ONLY. The information contained in this website and any of the resources available through it including eBooks, fact sheets and seminars ('Content') has been prepared for general information purposes only and is not (and cannot be construed or relied upon as) personal advice. No investment objectives, financial circumstances or needs of any individual have been taken into consideration in the preparation of the Content. Financial products entail risk of loss, may rise and fall, and are impacted by a range of market and economic factors, and you should always obtain professional advice to ensure trading or investing in such products is suitable for your circumstances. Under no circumstances will any of Way2Wealth Advisers Pty Ltd, Synchron Advice Pty Ltd, its officers, representatives, associates or agents be liable for any loss or damage, whether direct, incidental or consequential, caused by reliance on or use of the Content. This Content is restricted to Australian residents and is for the intended recipient only. From time to time, Way2Wealth Advisers Pty Ltd representatives or associates may hold interests in or transact in companies or products mentioned herein, and may receive fees or other benefits, in connection with the making of any recommendation or facilitating a transaction in such companies or products.