Build, Grow & Protect

Your Wealth

with Melbourne's

Leading Financial Planner

About

Welcome to Royce Advisory where we’re here to help you navigate financial planning, wealth management, and investment growth with a personal touch.

At Royce Advisory, we focus on working with a select group of clients so we can provide truly tailored advice and exceptional service. We take the time to understand what matters most to you, offering expert guidance and customised strategies that align with your financial goals. Our relationships are built on trust, transparency, and genuine care—because your success is our priority.

With a blend of in-house expertise and strategic partnerships, we offer the personalised service of a family office while providing the capabilities of a large institution. Whether you’re looking for fresh ideas, strategic advice, or innovative ways to grow and protect your wealth, we’re here to support you every step of the way.

How We Help Our Clients
Achieve Financial Freedom

Superannuation & Pension Planning

Whether you're building your super, transitioning to retirement, or drawing down your pension, we ensure you get the most out of your retirement savings.

Wealth & Investment

Management

We develop and manage a diversified portfolio aligned with your risk tolerance and long-term objectives to protect and grow your wealth.

Tailored Retirement

Strategies

We assess your financial situation, goals, and lifestyle to create a personalised plan that maximises your wealth.

Tax

Efficient Solutions

We optimise your income streams to minimise tax and maximise benefits, ensuring you keep more of what you've earned; and live the lifestyle you deserve.

Estate & Succession Planning

We help you structure your assets for a smooth transfer of wealth to your loved ones, protecting your legacy.

Debt Optimisation

Structure and optimise your debt so that it works for you, not against you. By reducing costs, improving cash flow, and aligning your debt with your long-term financial goals, we ensure you’re on the path to financial freedom.

How Royce Advisory

Transformed Retirement

Over the past seven years, 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.

$3.7 Million in Assets

Projected 7% Annual Return

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, aligned with the couples goals.

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.

Investment diversification

Insurance for safeguarding long term plan

Reviewed portfolio regularly

Tax optimisation strategies saving up to $15,000 per year

Over a 10-year period, we projected their investment portfolio would grow significantly while generating an annual income of $80,000 - $100,000. This couple 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.

Investment portfolio growth

Passive annual income of $80,000-$100,000

Security in retirement

MEET THE FOUNDER & CEO

Hi, I'm Miles

"At Royce Advisory, we know your goals are unique, and we’re here to offer the tailored strategies and ongoing support that larger firms can’t match. As a highly experienced Financial Planner, Wealth Manager & Investment Adviser, I have 22+ years of experience across global and domestic markets. I’ve managed wealth and assets for individuals, families, and mission-driven organisations.

I also bring the expertise and industry insights of 12+ years working at one of Australia's largest global institutions, and combine this with the personalised care of a boutique service.

You’re not just a client — you’re a partner. We listen closely, understand deeply, and design strategies that reflect your individual needs. Our commitment is to your financial growth and stability, with a focus on long-term success. Royce Advisory is built to deliver exceptional outcomes, allowing you to secure your financial future with assurance and confidence.

It would be my absolute pleasure to assist you and your family on your financial journey."

Financial Planning

Bespoke Solutions

Our long-term mission is to build, and increase our client’s capital in real terms

with a sense of transparent and responsible stewardship.

Deep Alignment with Your 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

The focus on capital preservation as a foundation for growth highlights a prudent, risk-aware strategy that prioritises client protection over speculative opportunities. This approach underscores our commitment to safeguarding assets while pursuing sustainable, long-term growth.

Commitment 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.