Get your financial sh!t sorted
No BS. No big bills. Just a simple and smart way to take control of your finances.
Managing your money shouldn’t drain your bank account (or will to live). We help everyday Aussies get financially savvy by combining a financial toolkit with real person support from a finance wiz.
It’s money management tailored to you. Choose the products and level of support you need. Save time, stress less and spend your hard-earned on the more important stuff. Like living.
Get your financial sh!t sorted
No BS. No big bills. Just a simple and smart way to take control of your finances.
Managing your money shouldn’t drain your bank account (or will to live). We help everyday Aussies get financially savvy by combining a financial toolkit with real person support from a finance wiz.
It’s money management tailored to you. Choose the products and level of support you need. Save time, stress less and spend your hard-earned on the more important stuff. Like living.
Money management tools and support to help you take charge, live well and give the finger to financial stress.
You know you should sort out your finances but it’s in the too hard basket. Financial advisers charge like a bull on steroids. And you don’t have the time to book an appointment only to be told you suck at saving and will have to retire in a tent.
Forget that elitist, old school BS!
Our financial toolkit puts you in the driver’s seat. No hidden fees. No headaches. Just efficient automation plus expert guidance when you need it. Want to sort out your super and dash? All good. Need help with the whole shebang? We’re here for it. With Spindle Wealth, it’s all about you. And it’s about bloody time.
The right advice; means less fees, less paperwork and more money to retire in style
We offer a simple and affordable way to take charge, stay calm and snore more.
Why we exist
Spindle Wealth exists because we were ticked off. Ticked off that Aussies were being charged thousands to sort out their finances. Ticked off that financial advisers only seemed to work with the well off. Ticked off that ‘sort out my finances’ wasn’t getting…ticked off.
That’s when our founder, Brett James decided to shake things up and help more Aussies manage their personal finances. He drew off his diverse life experience as country boy working in the finance sector to cut out the BS and cut down the cost by harnessing the power of tech.
You can now take charge of your finances in a simple, smart and affordable way. The Spindle way.
Learn how to master your money with our non-annoying, actually valuable e-books.
We know what you might be thinking – Dear God, not another e-book. But seriously, these are pretty handy. One is an eight-step guide to get more out of your money. The other one shares our CashFit Framework – something you can stick on your fridge as a reminder to keep your dollar ducks in a row.
Download our e-books and we’ll also send you a monthly email full of finance tips, hacks and strategies minus the sleazy sales sh!t. Love it or unsubscribe. No questions asked or grudges held.
You can have your smashed avo and eat it too. Stop procrastinating. Start doing. Get your financial sh!t sorted. It’s simpler than you think.
What our clients have to say
I initially needed assistance refinancing my home loan and Brett saved me a lot of money. He was then able to recommend a suitable super fund, personal insurance and assist with a will. It was an easy process with no printing or scanning!
Craig
Brett has been nothing but amazing in sorting out my finances. Highly recommended!
Nicole
Over the last decade, Brett has helped set up and manage my SMSF and life insurance. He has also set me on the right path for a stress-free retirement. He never hard sells any products and always answers my questions in a prompt and professional manner. I can’t recommend Brett enough for his genuine and professional financial services.