Our team is over 40 people strong, all working to support our clients across Australia. From strategy and acquisition through to handover and ongoing portfolio reviews, the right people are involved at every stage.
Helping everyday Australians achieve greater financial freedom through property investing, without the bullshit.
Everything we do is built on clear, no-fluff principles that drive real results, for our clients and our team.
Explore our valuesFrom property strategy and research through to acquisitions, contracts, settlement, handover and ongoing reviews, our teams work together so our clients are supported at every stage of the journey.
Your Property Strategist, Relationship Manager and Client Success Manager each lead a different stage of the journey, while staying connected to the same goals, decisions and long-term plan.
Helps you understand your position, define what you are trying to achieve and decide how property may fit. They explain each opportunity, connect it to the wider strategy and remain involved whenever the plan or next acquisition needs to be reviewed.
Works closely with your Property Strategist through the acquisition stage, then takes the lead once a property moves forward. They coordinate the expression of interest, contracts, build journey, handover and property-management setup while keeping you informed.
Soon after handover, they review the current rent, interest rate, loan structure, expenses and how the property is tracking against the original plan. They coordinate ongoing reviews, help keep you accountable and bring the appropriate specialists back into the conversation when changes or another acquisition need to be considered.
Your dedicated success team is backed by specialist teams across research, acquisition, contracts, settlement, build support, technology and client communication.
Provides the management layer across Contracts & Settlements and Build & Handover Support, helping teams stay coordinated, issues get escalated and clients remain informed.
Analyses markets and locations, assesses individual properties, completes builder, developer and asset checks, negotiates pricing, terms and inclusions, and works with the Property Strategist to match suitable opportunities to each client's strategy.
Coordinates the expression of interest, contract progression, signing, deposits, key finance and settlement dates, and communication between the client, broker, solicitor and other relevant parties.
Supports clients through construction with build updates and milestone communication, then helps coordinate handover and property-management setup. Where clients choose our optional Due Diligence Pack, this team also coordinates independent building inspections, depreciation schedules and insurance through external providers.
Uses data platforms, modelling, AI and analytical tools to help the team process more information, strengthen due diligence and improve client communication.
Turns complex property information into clear client updates, useful education and market commentary, helping clients better understand the decisions in front of them.
Where lending, financial, legal, tax or other specialist advice is required, we can introduce you to independent professionals we know and trust. You are also welcome to use your own advisers.
Investment lending specialists formally assess borrowing capacity and usable equity, compare lenders, recommend the loan structure and manage the application. Their portfolio-lending experience helps clients consider both the immediate purchase and their future borrowing options.
Licensed financial planners assess whether an SMSF strategy is appropriate, explain the risks and obligations, and provide the required financial product advice before any decision is made.
Independent solicitors and conveyancers review the property contract, explain the legal obligations and advise the client before they decide whether to sign and proceed.
Qualified accountants and tax professionals advise on ownership structures, tax implications and ongoing accounting requirements based on the client's individual circumstances.
Independent inspectors, quantity surveyors and insurers provide the relevant reports and cover needed to help protect the property and complete the handover setup.
Experienced property managers provide rental guidance, prepare the property for tenants and manage the day-to-day tenancy after handover.
Access Wealth was built from watching our parents struggle financially, run out of options and become reliant on the pension early.
That experience shaped why we entered the property industry, how we built the team and why we care so deeply about helping clients take responsibility for their financial future before it is too late.
Dory leads the direction of the business, the client experience and the education standards behind the service. After more than 13 years in property investment, his focus remains helping clients understand the decisions in front of them and ensuring the team continues to raise the standard.
Ben leads the research, acquisition and strategist standards behind the service. With more than a decade in property investment, he remains closely involved in how opportunities are assessed, how the acquisition team operates and how strategists are trained.
Together, we have built Access Wealth around one belief: people deserve the chance to create more options for themselves and their families before life forces the decision on them.
Read our founders' storyI grew up in country NSW in a town called Kempsey, home to Slim Dusty and Akubra hats, exciting huh? Kempsey at the time was a small town of about 20,000 people and I lived 30 minutes inland on 150 acres and while it was amazing to have so much bushland to explore, it came with a ton of financial challenges.
My dad built the small 2 bedroom house I grew up in (and he is NOT a builder), and I shared a tiny room with my younger brother and sister. Kempsey didn't offer many job opportunities, so Dad took whatever manual labouring work he could find while Mum stayed home with us kids. As you can imagine, money was always tight. I wore homemade clothes (with fluoro striped shorts and dinosaur shirts) and eating black & gold or no frills cereal (cocoa puffs – not coco pops) with powdered milk. The treat for the week was a hot roast chicken from Woolies on shopping day which was Thursdays.
Dory's dad building the family home, Kempsey NSW
From strategy and acquisition through to handover and ongoing portfolio reviews, each part of the service stays connected to the same long-term plan.
Clarify your goals, understand the likely resources required and map out a practical property roadmap.
Model the property cash flow, consider appropriate buffers and work alongside investment lending specialists who formally assess borrowing capacity and loan structure.
Research, shortlist and explain suitable opportunities, complete the due diligence and coordinate the acquisition process.
Coordinate contracts, settlement, build communication, handover and property-management setup, with additional services arranged where selected.
Review the property and wider portfolio over time, update the plan and help identify when the next acquisition may make sense.
Real feedback from clients who have worked with Access Wealth across strategy, acquisition and ongoing support.
Read more client reviewsI cannot recommend a better and more helpful team to work with. John, Shannon and the team have made my life very easy to move forward with purchasing another investment property. Building a portfolio with a team that you can trust, I will be working with this company for years to come and will be recommending them to everyone.
John and Aaron have been incredibly helpful in our journey to acquire our first investment property. They provided detailed guidance every step of the way and ensured we felt comfortable throughout the entire process and decision-making. Thank you, John and Aaron, your support means a lot! Cheers to more properties in the future!
Start with a free 15-minute Discovery Call to understand your current position, what may be possible and whether working together makes sense.
