PRIVATE WEALTH ADVICE for high-income clinicians and HNW professionals with $1M–$3M+ investable assets, or the trajectory to get there.

We advise high-income medical professionals and business owners who want clear, coordinated strategy across investing, retirement planning, risk protection, and estate considerations.

With over 18 years’ experience, we help clients make confident decisions when income is high, time is limited, and the financial variables are complex: tax, structures, property, insurance, and investment portfolios.

What makes our service different is execution. We do not only deliver a plan. We manage implementation and coordinate with your professional team, including your accountant, mortgage broker, and solicitor, so key decisions are aligned and progress is measurable.

Our approach is built on three principles:

Advice-first: recommendations based on your goals and constraints, not a product agenda.
Clarity and process: structured planning, plain-English explanations, and decisions documented.
Discretion and accountability: confidential relationships, follow-through, and an ongoing review service to keep your strategy on track.

Credentials and recognition

PGW Financial Services Adviser of the Year (2025)
Authorised Representative No. 250437
Member, Association of Independently Owned Financial Professionals (AIOFP)
Compliance Award, Infocus (2015)

"If you don't take care of your money your money won't take care of you.”

Mac Duke The Strategist

Meet the Futurevest Team

A dedicated group of professionals with deep expertise across wealth management disciplines and a shared commitment to excellence.

Matthew Bazzica
Founder + private Wealth Strategist

Lauren Coro
Office Manager

Arlene Gemillan
Paraplanner
Paula de Leon
Client Support Officer
Keith Pimentel
Client Support Officer

Discover how our expertise can help you secure your financial future. Schedule a private consultation today.

What People Say About Us

Reviews

"Matthew has been very clear and helpful in making me aware of all the different insurance options available and how to best structure these based on my situation. He has helped tidy my super affairs and helped with formalising a retirement plan moving forward."

"Matt presented me with solid, easy to understand advice on how to grow my super along with tailoring appropriate insurances for my circumstances. I find Matt to be knowledgeable, approachable and an all-round nice guy. I feel that my future is secure having Matt Bazzica as my financial planner. Thanks again Matt."

"Matt was very helpful with giving us the understanding on what options we had with our insurances and has guided us in setting up the appropriate super fund. Our estate planning needs have also been taken into account. I highly recommend Matt."

Helping You Every Step Of The Way

We use new and proven models that we strongly believe work better than the old outdated models that most businesses still use today.

supporting a community

Giving Back

We are proud to be partnered with The Hope Initiative organisation, who do wonderful things for women in need.

Their organisation helps support certain Australian Charities, buy much needed products for individuals from unfortunate circumstances, mostly not by choice.