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Ikigai Wealth

Ikigai Wealth

5.0(45 reviews)See reviews ↓·Brisbane

About the company

Ikigai Private Wealth is a Brisbane-based private wealth, financial planning and wealth management firm. It provides 100% fee-based advice with no commissions, referral fees, or incentives. Services include retirement planning, private wealth management, and strategies for business owners, integrating investments, superannuation, tax strategy, estate planning, and broader financial planning. The firm works alongside clients' existing accountants, lawyers, buyers' agents, mortgage brokers, or insurance advisers, and can introduce clients to experienced professionals from its trusted network.

It serves professionals, business owners, and retirees across Australia. Winston McKell is a Financial Adviser with close to 10 years' experience and holds a bachelor's degree in commerce, majoring in financial planning.

Devan King is a Financial Adviser with nearly 20 years of experience, holds both a diploma and a postgraduate diploma in financial planning, and built and exited a successful wealth management business in South Africa before relocating to Australia in 2016. Rene Solis is part of the Financial Planning Support team, has undergraduate studies in both Applied Physics and Industrial Engineering, and spent over seven years as a Workforce Analyst. Shanley King is a certified Life Coach, NLP Master Practitioner & Matrix Therapies Master Practitioner, offering coaching sessions to help clients clear mindset blocks. The firm's name 'Ikigai' is a Japanese word meaning 'a reason for being'.

What customers say

Based on genuine customer reviews

Financial planning that clients describe as patient and clearly explained has built a loyal following for this practice, with Devan King named often for his thorough and knowledgeable manner. Winston also draws praise for professionalism, and reviews time and again mention that advice is shaped around individual goals rather than generic solutions. An observation shared by more than one reviewer is the clarity of communication, described as consistent and transparent from first meetings onward, with complex matters broken into practical steps.

Clients preparing for retirement speak of confidence gained, locked-in timelines and strategies that account for safety factors, while those expecting a first child valued direction on personal investments, superannuation, cover and estate documents. The team's availability and responsiveness feature across accounts, as does the genuine care shown when understanding personal circumstances and objectives. Reviewers note proactive updates and thoughtful strategies balancing shorter and longer term aims, with several saying they feel well supported and better equipped to make decisions. That combination of accessible expertise and tailored planning keeps clients engaged and referring others to the practice.

Investment service
Ikigai Wealth — Customer photo

Reviews

Reviews are taken from publicly available sources.

SJ
Sam Jarrett26 July 2026

We have had a fantastic experience working with Devan and the team at Ikigai Wealth. From our initial meeting through to the final presentation, Devan was incredibly knowledgeable, approachable and genuinely invested in understanding our goals and circumstances. The advice and guidance we received has given us a much clearer understanding of our financial position and a practical strategy for the future. Devan took the time to explain everything clearly, answer all of our questions and make what can sometimes feel like a complicated process easy to understand. We are extremely grateful for the time, care and expertise Devan and the team have provided. We would highly recommend Ikigai Wealth to anyone looking for thoughtful, personalised financial advice.

KK
Ken King1 May 2026

Devan was great to deal with from the very start. We needed direction and reassurance for a retirement plan that suited our requirements. I feel very comfortable now, with a solid plan locked in and our new home strategy worked out. We now have the perfect plan, with a retirement date now locked in. We now feel very comfortable we can move into retirement and live financially comfortably for the rest of our lives. With built in safety factors and inflation strategies, we are excited for our future. Definitely recommend Devan, for anyone looking for the reassurance and direction to transition into retirement and ongoing support.

MH
Melissa Hall2 April 2026

My partner and I had a great experience with Ikigai Wealth…and we are still working with them! Their approach to financial planning really aligned with our values and felt tailored to our specific needs rather than a one-size-fits-all solution. Communication is clear and consistent throughout, and the team are always friendly, approachable, and professional. We feel well supported and confident in the advice we received. Highly recommend to anyone looking for thoughtful and personalised financial guidance.

MC
Mandy Collins2 March 2026

Devan and Winston supported us to sort out our finances in a way that was easily understood and easy to implement. We liked the process and the way that it prioritised our life goals and values, not just money.

AC
Arturo Castro Alvial24 November 2025

I have had an excellent experience working with Ikigai Wealth. Their team combines deep financial expertise with a genuine commitment to client success. From the very beginning, they took the time to understand my goals and provided clear, tailored advice that gave me confidence in my financial decisions. What sets them apart is their proactive approach regular updates, transparent communication, and thoughtful strategies that balance both short-term needs and long-term growth. They make complex topics easy to understand and always ensure I feel supported in the process. Ikigai Wealth has proven to be not just a financial adviser, but a trusted partner. I highly recommend them to anyone looking for reliable, professional, and client-focused financial guidance.

TR
tash rappos27 October 2025

Devan and Winston were fantastic from start to finish. They took the time to understand our goals and values, helped us get organised, and clearly explained our financial projections. They’ve been attentive, approachable, and always punctual with their replies. We’ve loved working with them and look forward to continuing our journey together. Highly recommend!

AN
Alex Newcombe13 September 2025

Devan King is an excellent financial planner. He is patient, understanding, and always takes the time to explain things clearly and simply. He’s readily approachable and always available when needed. Top guy! Highly recommended.

Financial advisers & planners in Brisbane 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 Brisbane are compared.

RankProviderRatingReviewsOpen Sat.
1Ikigai Wealth (this page)★ 5,045No
2Blue Tree Financial Planning Brisbane★ 5,0155No
3Financial Advice Matters Brisbane★ 5,0197No
4Hudson Financial Partners Brisbane★ 5,0132Yes
5Antea Financial Services★ 5,030Yes
Contact
+61402644491www.ikigaiwealth.com.auLevel 1/470 St Pauls Ter, Fortitude Valley QLD 4006
Working hours
Monday08:00–17:00
Tuesday08:00–17:00
Wednesday08:00–17:00
Thursday08:00–17:00
Friday08:00–17:00
SaturdayClosed
SundayClosed