Future proof your finances

We design and provide bespoke financial planning that protects and enhances your wealth.

Our areas of expertise

 
 

Our Team

Meet the team of experts here at AnnexWealth

Simone McMullin

Principal

Peter Matthews

Principal

Lindsay Felsenthal

Principal

Mark Rowell

Private Wealth Manager

Mark Doubleday

Private Wealth Manager

Jarred Boniek

Private Wealth Associate Advice

Megan Connolly

Private Wealth Associate

Angela Crisostomo

Financial Planning Assistant

Our why

  • Chris
    My wife and I started with Simone 15 years ago. We were new parents and wanted to make sure our families future was going to be solid & stable. Simone has exceeded far and beyond what we could ever have asked for. Simone's ability to understand people, their needs and what they require for their future goals is outstanding and is the reason we still have all our finances in her hands today. Simone is an exceptional financial advisor that truly cares and has the very best interest of her clients at heart
    Chris
    Mt Gambier, SA
  • Brian and Kate
    We sold our property portfolio, and this was a big move for us. As we moved into a new diversified portfolio his work made us feel comfortable, and built trust on our part. He led us through a sensitive rebalancing and closer scrutiny of performance, and that pleased us while we came to grips with our changed circumstances. We can easily see that Mark took a good reading of our sensitivities.
    Brian and Kate
    Glen Iris, VIC
  • Denise
    His understanding of my rather complex financial situation is exemplary, and he has helped me to re-construct a sound portfolio to assist me into my retirement. Lindsay has also helped me enormously with issues that are outside his job description but have a direct bearing on my financial stability. I have no hesitation in recommending his services with complete trust and I look forward to a continued financial relationship with him.
    Denise
    Melbourne, VIC
  • Ian
    For me, fundamental to the success of our relationship is trust – and it is essential that this be two-way. Mark understands every aspect of my financial position and my trust in the advice I am given is unequivocal. Annex Wealth works together with my accountant and my solicitor as a single team to ensure that I am receiving holistic advice. The willingness and the ability to work with multiple independent parties provides me with the comfort of knowing that my financial future is secure.
    Ian
    Kew, VIC
  • Nick
    We had a very honest review by a finance professional. He came to see us, probably spent most of the day with us – listening. There was a staggering amount of grunt work involved in setting it up – thanks Peter - almost refreshed our faith in humankind!
    Nick
    Boorcan, VIC

Blog

6 May, 2024

Test blog entry

With the spotlight turned up on financial services in recent times, articulating value has never been more important for those providing advice. What is the real value of financial advice and how impactful can it be? The answer lies in the advice journey and how clear and meaningful the goals that come out of that process are. The measure of success of advice may come down to how aligned these goals are to someone’s core values. Money makes the world go around, or so they say. Making your money grow and all the strategies intrinsic with this is certainly part
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