Discovery Wealth Advisers
About the company
Discovery Wealth Advisers Pty Ltd was formed after many years in the financial services industry and has over 20 years of experience. The firm has built long-term relationships across Sydney over the last two decades. It has offices in Baulkham Hills, Oran Park, and Penrith.
Discovery Wealth Advisers is an Authorised Representative of RI Advice Group. The firm serves North West Sydney, South West Sydney, and Greater Western Sydney. It specialises in superannuation and SMSF, retirement planning, wealth protection, and investment advice. The firm provides a clear, actionable 3-step plan.
What customers say
Based on genuine customer reviews
In Baulkham Hills, New South Wales, Discovery Wealth Advisers operates as a financial planning practice, and has accumulated 251 reviews averaging 5 out of 5. This directory entry classes it among local financial planners. The review count suggests an established, ongoing practice rather than a recent listing.
Reviews
Reviews are taken from publicly available sources.
Best thing I ever did was getting someone to manage my financial future. Lou understands my goals and helps me make informed, stress-free decisions that keep me on track for a secure retirement and beyond. I highly recommend her professional advice and ongoing support.
Louella is a knowledgeable, professional financial advisor who genuinely cares about her clients. She explains everything clearly, answers questions patiently, and makes complex decisions feel simple and manageable. Her guidance has given me confidence in my financial future. She is honest, caring, and always prioritizes her clients’ best interests. I highly recommend her for trustworthy, expert financial advice.
Would not recommend anyone more. She has looked after my family and mum in particular for over 20 years . My mum has had a good retirement thanks to Louella's investment advice .
The whole team at Discovery are lovely. I mostly see Selwyn. He is very knowledgeable & always does what is best for my super. He is patient with my questions & reminds me he's always available if I need any help. Selwyn is really friendly & takes a genuine interest in what I want for my future. I would definitely recommend Discovery to others.
Louella is fantastic. She explains everything in a way that its easy to understand how to achieve our financial goals. She shows us options on what paths we can take and its great to see the growth projections and how we're tracking. Louella is helping us work towards financial security for our young family as we head towards retirement age. If you're like us, unsure about your Superannuation and finances, Louella can help guide you through the process.
Lou is an absolutely awesome person to work with and I would advise anyone I know that requires financial advice to make use of her services. It is always a pleasure to have my 6 monthly reviews with her!! I look forward to working with Christine as well in the coming years!
After a number of years with a bank, we had no issues with joining Robert Mehew (ex HAM Financial Advisers) then 16 years with Robert, he decided to dedicate more time to family, This was difficult for both of us as Robert was like family & looked after our portfolio for those 16 years, he had zero difficulties in assuring us both, that he had worked with both Louella & Selwyn for many years, he was correct, we are both extremely satisfied with being able to get them on the phone & have a chat at any time when we feel uncomfortable with the markets, they both understand the market enough for us both to be confident with their advise. We now live on the Gold Coast, Queensland & Selwyn does zoom calls to keep us up to-date on all thing that make our lives a little easier. We love calling Louella she can brighten up the most gloomy of days with her enthusiasm.
Financial advisers & planners in Sydney compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Sydney are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Discovery Wealth Advisers (this page) | ★ 5,0 | 251 | No |
| 2 | CFV Advisory (formerly CFV Services) | ★ 5,0 | 56 | No |
| 3 | Au Financial Pty Ltd | ★ 5,0 | 6 | No |
| 4 | Leading Advice | Trusted Financial Advisor Sydney | ★ 5,0 | 20 | No |
| 5 | Ethinvest | ★ 5,0 | 1 | No |
