Our vision
Aletheia Wealth is a privately owned financial advisory firm serving people aged 50+ across Australia in their pre-retirement and retirement needs.
Having worked for national and international financial services firms since 1995, we founded Aletheia Wealth to build deeper relationships with fewer people, delivering service excellence and better outcomes.
Advice you can trust
An ancient Greek term, ‘Aletheia’ reflects our principles of openness, truth and disclosure. We pride ourselves on transparency, whether it be on our fees, what we do, what we don’t do, who we best serve, and who we do not.
We are not affiliated with issuers of financial products, meaning we serve only our clients.
Our Advisers
Our advisers are our owners, offering service stability, longevity and accountability.
Our partners
Aletheia Wealth is proudly small, and intends on staying that way to deliver service excellence to a limited number of clients. But we are supported by leaders of the wealth management industry.
Formed in Melbourne in 2002, Capstone Financial Planning is one of the largest privately owned providers of important back-office services to Australian financial advisory firms.
We are members of the Financial Advice Association of Australia which represents the interests of financial advisers and their clients across Australia.
We draw on Lonsec’s market leading investment research to build and review our clients’ portfolios.
An Australian born, global giant in financial planning software, we use Iress’ software to model our clients’ strategies and financial futures, analyse their superannuation funds and other platforms, and oversee their portfolios.