PictureWealth

12/03/2025

We’re evolving—and we can’t wait to share what’s in store! 🌟

PictureWealth is on a mission to connect more advice to more lives—and that mission is stronger than ever! We’re excited to share that Superannuation Advice Australia and Financial Advice Australia are now part of PictureWealth Advisory Pty Ltd 🎉

This partnership allows us to bring simple, honest, and effective financial advice to even more people, ensuring you have the clarity and confidence to build the life you want.

We have plenty of exciting updates in the pipeline, and we’ll be sharing more in the coming months. In the meantime, if you have any questions, reach out to [email protected].

Thank you for being part of the PictureWealth community—there’s so much more to come! 🚀

More financial advice to more lives. PictureWealth connects you to expert insights and personalised strategies, helping you visualise, plan, and build a secure financial future with confidence.

12/04/2022

Its was such an honour to welcome the Right Honourable, the Lord Mayor Basil Zempilas to open our new headquarters in Murray St, City of Perth. Thank you to our executive team for their super speeches and to Basil for his enigmatic talk on the city of lights.
Thanks to all our staff that made this a special day and to the local innovation community for their support.
Out team is loving the new space and so are our customers, so please come down and see us!

24/02/2022

We are thrilled to announce that we have been fortunate enough to attract the Westpac Consumer bank CEO for Western Australia, Allan Maitland into PictureWealth as our PictureWealth advisory CEO (our advice subsidiary).

Oh yes, we also raised $14m of our Series A round 😊

https://www.hubbis.com/news/picturewealth-raises-aud14m-and-hires-westpac-consumer-bank-ceo

Online training, news, education and information for the wealth management community in Asia. Compliance, learning, regulation, skills, products, suitability and technology.

03/02/2022

Do you REALLY know what drives your employees? And what a massive opportunity to improve productivity, engagement and retention you are missing?

Our very own Laurence Smith discusses this in his latest article for
Chief of Staff Asia

GUEST POST: Digital transformation expert Laurence Smith suggests the true way to connect with staff is through their individual financial literacy and wellbeing. The last two years have been incredibly stressful for every employee, leader, and family. Companies have experimented with many combinati...

14/12/2021

It's time companies got more serious about the financial health of their employees as it is one of the biggest drivers of mental health issues.
But did you know it also has a quantifiable return for your business, Deloitte research shows that the return on investment for financial literacy programmes is 5:1, with a $5 return for every dollar invested.

A very informative article from Laurence Smith (FCIPD) supported by case studies and data on the benefits of improving financial wellness.
For example look at the results of a recent financial education session, if you get this right it can forever change people’s lives:

"Post assessment results showed that 94% had strengthened their financial literacy by learning some new ideas, and 90% of those had shared those ideas with family and significant others in their lives. 98% of participants took at least one positive action in the first 30 days, with 'started or revised planning and budgeting' being the most common task completed."

GUEST POST: Digital transformation expert Laurence Smith says financial literacy programs offer some of the best productivity returns for staff wellness investments in the current Covid-19 era. Growing up many of us were taught that it was impolite to ask people about money, how much they earned, or...

14/06/2021

We are pleased to announce that Neal Cross, Co-Founder and Chairman, PictureWealth opens Day Three of as a Keynote Speaker. Neal has been titled the world's most disruptive CIO/CTO globally from judges Sir Richard Branson and Apple co-founder Steve Wozniak, and is known for leading the transformation at DBS Bank through his former role as Chief Innovation Officer. Register now: https://bit.ly/2STauGA


https://changemakers.asianprivatebanker.com/?utm_campaign=2021+APB+Change+Makers&utm_content=168909399&utm_medium=social&utm_source=linkedin&hss_channel=lcp-2505054

APB Change Makers is the annual event for progressive industry transformation. Three half-day sessions will focus on the individuals, institutions and critical themes that are changing the face of today's private wealth management industry in Asia Pacific.Join us to understand the impact these chang...

26/03/2021

Our esteem co-founder and CEO Dave Pettit was recently interviewed by XY Adviser about our journey in bringing financial happiness to the world.
This is a must listen for anyone who works in the wealth industry or just wants to improve their financial wellbeing.

Some of the gems located here are:
"We did research in a large accounting firm and only 1 in 33 felt they were organised in terms of their money."

And our personal favourite:
“We are a plumber and we know you have leaky taps, but so does everyone else”

David is the Co-Founder & Group CEO of PictureWealth, the fastest growing WealthTech company in Australia. He discusses scaling through technology, and lever...

08/02/2021

Great to be mentioned in the 10 startups to watch in 2021.
Even though Western Australia may not have the same startup depth and breadth of some of the Eastern states, it is punching above its weight in the startup world and with it’s close ties with Asia it made the perfect location for us to launch our business.

Could WA’s next Canva be ready to take on the world? Some pointers on what to look for among the leading local hopefuls.

22/01/2021

What COVID-19 taught us: Six financial takeaways

The significant economic impact of the recent COVID-19 pandemic will continue to affect people in the times to come.

One of the key lessons COVID-19 taught us was not to be careless and to be prepared for every circumstance.

Do save up, build an emergency fund and an investment portfolio.

Be patient and seek help if required on matters regarding financial planning and investments.

https://kalkinemedia.com/education/personal-finance/what-covid-19-taught-us-six-financial-takeaways

The recent vaccination drives in the UK, the US and other parts of the world have rekindled the hopes of the global residents to return to the much anticipated normal. In the weeks to come, we can expect the commencement of COVID-19 vaccination dri...

15/01/2021

How to save money in 2021

Battered by the COVID-19 pandemic, the year 2020 has shown how significant it is to save money. Many individuals do not think of saving for the rainy days, but instead, prefer to live in the moment by spending more.

That said, everyone should ask themselves: how much money do I have saved in case of an emergency and for the future? If the answered sum does not cover their bills and other necessary costs for an extended period, they should get up to speed with the following pointers and boost their investments for future events.

https://kalkinemedia.com/education/personal-finance/how-to-save-money-in-2021

Image Source: Shutterstock Battered by the COVID-19 pandemic, the year 2020 has shown how significant it is to save money. Many individuals do not think of saving for the rainy days, but instead, prefer to live in the moment by spending more. That ...