At 1 Wealth,
We want to be your number 1 source of trusted advice – by always putting your interests first.
Helping You Invest with Clarity, Confidence and Purpose
At 1 Wealth, we believe investing doesn’t need to be confusing — you just need clear guidance, sound judgement, and a plan that makes sense for you.
That’s where we come in. Our advice is built on a deep understanding of the many decisions that shape your financial outcomes — and our process is designed to help you make smarter ones.
Quality
Value
Diversity
Time
We consistently apply four key principles to help you grow and protect your wealth:
Quality
We focus on high-quality investments with the potential to build lasting wealth.
Value
We seek opportunities where value is real, measurable, and sustainable.
Diversity
We diversify across asset classes, securities, managers and strategies to help manage risk and return.
Time
We take a disciplined, long-term approach — because the best results come from patience, not emotion.
Put yourself first – with advice that puts you at the centre.
Get expert advice – tailored to you, not tied to products.
Intelligent Wealth Management, Built Around You
At 1 Wealth, we understand that what matters most is your financial security, flexibility, and long-term confidence. That’s why everything we do is designed to put your interests first — always.
You want investment advice that’s truly objective.
We’re free to work across any asset class, security, or institution — giving you access to the right solutions, not just the available ones. And because we’re not paid per transaction, we’ll only recommend action when it’s the right move for you — even if that means doing nothing.
You want the best ideas and pricing, not conflicts
Our clear stance on fees gives us the freedom to source the most suitable opportunities and negotiate the sharpest pricing on your behalf.
You want experience you can trust
Our team brings a proven track record in investment management — giving you the confidence that your portfolio is in expert hands.
You want people who ‘get’ you
Our clients are typically savvy investors who value proactive advice, broad networks and meaningful relationships. We make sure we have the time and capacity to truly support you — not just your portfolio.
You want a coordinated financial team
We’ll work hand-in-hand with your accountant, solicitor, mortgage broker and other advisers — ensuring your entire financial world is aligned and working toward your goals.
You want transparency and alignment
Our annual retainer model means our advice is based solely on time and expertise — not sales or commissions. You’ll always know exactly where you stand and who we’re working for: you.
You want advice, not products
The investments we recommend don’t pay us commissions — so you can trust that our recommendations are made purely in your best interest.
You want to protect your capital
Our absolute return focus means we actively manage your investments with the goal of avoiding negative returns — because you’ve told us that’s what matters.
You want the power of a private bank, without the price tag
We offer the sophistication and capability of a private banking service — but with the accessibility, responsiveness and personal touch of a boutique firm.
You want clarity in a complex world
Financial markets can be noisy and overwhelming — but your strategy shouldn’t be. We cut through the complexity to deliver clear, considered advice that’s easy to understand and act on. You’ll always know the ‘what’, ‘why’ and ‘what’s next’.
Your financial future deserves clarity.
Get expert advice — tailored to you, not tied to products.
I feel a strong need to tell you how much I value your friendship and wise management of my financial affairs over the last 30 years.
David Thomas AM
Entreprenuer and Philanthropist
Helping You Invest with Clarity, Confidence and Purpose
From my 30 years in wealth management, I’ve seen how overwhelming investing can feel — especially when advice is unclear or conflicted. At 1 Wealth, I’ve built a business around changing that.
Our philosophy is simple: you deserve advice that makes sense, feels right, and puts you in control. That means clear guidance, sound judgement, and a strategy that’s truly aligned with your goals — not ours.
We take the time to understand the full picture of your financial life, so we can help you make smarter decisions at every step. That’s what we’re here for — and that’s what we love to do.
— Tony Bates, Founder & Principal Adviser
