Bespoke Wealth Management

as Unique as You Are

Welcome to Royce Advisory where we provide comprehensive wealth & investment advisory solutions to help you preserve & grow your assets, diversify your portfolios, and maintain a legacy for future generations.

Why settle for being just another number at a big firm when you deserve personalised, attentive care for your financial future? At Royce Advisory we understand that your goals are unique, and we're dedicated to providing the tailored strategies and ongoing support that large companies simply can’t offer.

At Royce Advisory, we may be a boutique firm, but that’s what allows us to be nimble, responsive, and fully dedicated to each client. Our team brings the same level of expertise and industry experience you’d expect from a large advisory, but with one key difference: we genuinely care about your financial success. Here, you're not just a client — you're a valued partner. We take the time to deeply understand your goals, crafting personalised strategies that reflect your unique situation. With us, you’ll always have someone who listens, someone who cares, and someone committed to your wealth stability and growth.

DEEP ALIGNMENT WITH CLIENT

VALUES & GOALS

We believe that a successful relationship demands a deep sense of compatibility; this implies a clear understanding of goals and objectives and a mutual appreciation for common and permanent values.

LONG TERM CAPITAL PRESERVATION AS A FOUNDATION FOR GROWTH

The emphasis on capital survival as a prerequisite to growth showcases a conservative, risk-conscious approach that places client protection above speculative gains.

COMMITTMENT TO UNBIASED, LONG-TERM STRATEGY

By rejecting market sentiment extremes (bullish or bearish) and focusing on distinguishing truth from market noise, the firm demonstrates a disciplined, rational investment philosophy aimed at long-term compounding rather than short-term trends.

How Royce Advisory Transformed Retirement

for Wayne & Virginia

Over the past seven years, Wayne and Virginia, a couple in their 60s, have worked with Royce Advisory to transform their financial future. Initially, they approached Royce Advisory with concerns about securing a sustainable retirement income from their $3.7 million AUD in assets, including their home, holiday property, and investments.

They lacked a clear strategy to manage their wealth, navigate retirement, and leave a legacy for their family. Our comprehensive financial assessment and strategic investment choices provided a balanced approach to risk and their desire to achieve a 7%+ annual return while protecting their capital.

To ensure their financial security, Royce Advisery crafted a strategy focused on optimising superannuation, restructuring their investment portfolio for growth and income, and implementing strong risk management measures.

We diversified their investments, rebalanced their portfolio regularly, and reviewed their insurance coverage to safeguard against unforeseen events. Tax efficiency played a key role in their strategy, including income-splitting and capital gains strategies, which saved them $10,000 - $15,000 annually. Additionally, we helped establish a testamentary trust and an education fund for their granddaughter, securing a lasting legacy.

Over a 10-year period, we projected their investment portfolio would grow significantly while generating an annual income of $80,000 - $100,000. Wayne and Virginia now enjoy a secure retirement with the peace of mind that their assets are protected and their future healthcare needs are accounted for. Their story is a testament to how Royce Advisory turns complex financial situations into clear, actionable plans that balance growth and protection.