Financial Advice Done Differently

We help Everyday Australians find their financial purpose

For curious action takers in their 30s, 40s and 50s who want to do more with their money.

100+ Everyday Aussies Trust Financial Purpose Wealth To Power Their Finances

When money feels complicated, real life gets put on hold

You know the feeling. You read financial articles, listen to money podcasts, and even chat with friends about investing – yet somehow end up with more questions than answers.

Meanwhile, big life decisions wait in limbo:

Should we upgrade the house or invest the difference?
Are we saving enough for the future while still living well today?
How do we turn good income into genuine financial progress?

At Financial Purpose Wealth, we focus on what actually moves the needle – the 20% of actions that drive 80% of your financial results.

With no unnecessary complexity.

The Real Value of Partnering with Financial Purpose Wealth

Energy

Free up mental space and feel genuinely excited about what’s possible.

Progress

See actual momentum in your financial life with actions that compound over time.

Freedom

Know your path to financial independence where you free up your time and your assets do the work.

“We believe the ultimate level of wealth is being able to do what you want, when you want, with whom you want, for as long as you want. It starts with understanding money’s purpose in your life. We call it finding your Financial Purpose.”

Werner Jansen van Vuuren

Financial advice without the confusing jargon and rigid fee structures

Hey there. I’m Werner (pronounced Verner).

My mission is to make financial advice accessible to more Australians.

The traditional financial planning model can deter people from getting advice because they feel trapped in complex, jargon-filled relationships where they don’t understand what they’re paying for.

We do things differently.

We believe success means empowering you to need us less over time, not more.

We offer service options that fit your needs – from one-off scenario sessions to help you weigh up the options for a big decision to full-service financial advice with ongoing support.

Clients tell me working together feels like a weight lifted – they finally have someone who makes money matters clear, actionable, and even (dare we say it) enjoyable.

Our Testimonials

What our clients are saying about us

I have the pleasure of working with Werner as my financial advisor, and I couldn't be more satisfied with the experience. Werner took the time to understand my requirements thoroughly, and his attention to detail was remarkable. He prepared a range of detailed options tailored specifically to my situation, providing invaluable insight into each one. Werner's expertise and personalized approach gave me the confidence to make informed financial decisions. I wholeheartedly recommend Werner to anyone seeking expert financial guidance.

So far so good, Werner has answered all my concerns and brought forward solutions I never would have thought of alone. He's done all the hard work with forms and companies so everything has been incredibly easy for me.

I’ve been working with Werner for 3 months via weekly zoom meetings to set my finances up for the long term. So far we covered budgeting, investing in shares and superannuation and insurances and property investing. Werner has been very responsive and professional in helping me get the foundations right for my financial goals. As someone in their 20s, I am glad I took the big step in seeking out professional financial coaching. Highly recommend his service.

The team at Financial Purpose Wealth are exceptional! They demonstrated deep expertise/knowledge, provided clear explanations, and tailored recommendations to my financial goals. Wouldn't recommend anyone else!

Werner is professional and extremely personable. He is also very pragmatic about how to reach your financial goals which I enjoy and has been extremely supportive in aiding me. You will be very happy with his services.

Werner has seriously changed my outlook on not only my finances but life! The best mentor I have ever had and challenges me in the right way to think differently about to manage my wealth. Only 4 sessions in but a lifetime of value out! Can't wait to see where this journey takes me. Highly recommend to all!

I’ve been working with Werner for a few years now and I can say he has been the best financial planner I’ve had out of the 20+ years I’ve been engaging in financial planning services. Werner’s communication is top shelf and he never leaves you wondering what’s going on or where he is up to. He is responsive and flexible and increasingly supportive to my ever-changing needs and goals. Werner respects and celebrates that everyone has different financial profiles and he optimises this for me. Thank you team!

Werner has been an excellent asset to my partners and my wealth creation, the team he has been superb in communication and expertise. Also, Werner has skills in relationship coaching! Haha. My partner and I had some difficulties in the adjustment, with Werner’s help he got us both on the same page. We are now 6 months in and on our way to getting our 2nd investment property next year. Best call I ever made was calling him for help. Thanks legend

Coming from someone who had always taken risk with my money, came to realise that there was a lot of past traumas and money habits that came from my upbringing. It wasn't until I started to work with Werner and created discipline in my wealth, I started to see the wealth grow, because I created a new habit and followed a really sustainable system that has now shown that progress is being made with wealth creation. This has been the best decision, not only for me but for my partner. HIGHLY recommend Financial Purpose Wealth

I was referred to Werner's independent financial advisory service by my VERY well-trusted mortgage broker. But I was halfway through the Melissa Caddock podcast- So I was a bit wary! Fear not! Werner is passionate about making your money work better for you with the minimum of fuss, with clear explanations, and with thoughtful regard to personal circumstances. I highly recommend Werner's service for WOMEN also.

This was the first time I used a financial adviser, so I was quite hesitant and uncertain about what to expect. I have to say I have been pleasantly surprised by Werner. No jargon, practical, educational and fun actually! Werner has an easy going way that has resonated with me. He has gone above and beyond. No shortcuts. My eyes have opened to what's possible with my planning and I have gained so much more clarity and control about where I am heading. Thank you!

As a young person with no prior experience with professional financial advice, I was very fortunate to have had Werner reach out to me through Bark. He is a highly educated and capable individual who is organised, methodical, and overall trustworthy--a rarity given the nature of the industry. I appreciate his combined personal and research-based approach to financial planning, as well as his honesty and no-nonsense method of delivery. I highly recommend Werner if you are looking for an advisor who cares deeply about creating the best possible outcome for his clients and ensuring financial security.

Werner has been very supportive in finding us the best solution to meet our goals and dreams for retirement. We can retire now!! We look forward to him helping in this next phase of life.

It is an absolute great experience working with Werner. From the initial chat we had to actually meeting to discuss my financial options and plans he’s been very professional. He took the time to patiently discuss with me my options and the implications of my decisions to my future financial well-being. But what stands out the most was his willingness to listen and get to know more about me and provided valuable insights along the way. highly recommended.

Our experience with Werner and Financial Purpose Wealth has been incredible. After listening to us and learning about our situation, Werner has helped us with a sound structure and cash flow plan, and is actively helping us achieve our goals. We can't recommend his services enough for anyone looking for financial guidance and mentorship.

Werner provides the perfect balanced guidance. He holds our hand, while educating us with clear communication every step. The regular check ins and updates keep us on track with our goals, while adjusting for life’s changes. He has earned our trust.

I recently had the privilege of working with Werner who completely transformed my perspective on financial planning. From the very first consultation, it was evident that he was committed to providing a personalised experience that went beyond the numbers. His ability to listen attentively and ask thought-provoking questions not only made us feel valued, but it also enabled him to craft a financial strategy tailored specifically to our needs.

Werner was very helpful with his coaching, going into depth in the areas I didn’t understand and clarifying the areas I did, would highly recommend and look forward to working with again.

Definitely the best financial adviser I have worked with. Werner is the first adviser we've worked with who actually cared about what we wanted and actively created a practical plan around our objectives, rather than just giving us a spreadsheet and saying they will see us next year. I'd would certainly recommend Werner to anyone looking for an adviser.

This is the first time we are seeking a financial advisor and Werner was very patient and explained everything in detail. His communication was prompt and he followed up regularly. Werner took the time to create videos to explain concepts to ensure we understood technical terms. We felt very comfortable with him. I would highly recommend his services.

Werner - our interactions are well timed, and the outcomes are spot on. I feel secure with our retirement plan. Would highly recommend.

I love Werner's pragmatic views on planning and being optimistic for the future, while enjoying the present and what's important right now! He is very open and super easy to work with. He has coached me in the areas of investment portfolio and investment property, and I now have assets to build on! Thank you team.

I had a desire to take a bit more control of my financial future but needed someone trustworthy to provide me with the essential knowledge, tools and confidence needed to make smart choices. I decided to give Werner a go and I do not regret it at all. He provided all these things and, importantly, gave me space to arrive at my own decisions through my own reasoning. I would recommend Werner’s course to anyone who wishes to strengthen their financial position and increase their likelihood of financial freedom in the future. Thanks Werner!

I couldn’t speak more highly of Werner, especially the guidance he provides. He is open and honest and genuinely wants to see people succeed in their endeavours. I had no financial knowledge and he made me feel completely at ease the entire journey and I was even able to learn new skills along the way too. I will be forever grateful, thanks Werner!

Werner is very approachable and friendly, he took the time to help me understand the complexities of superannuation and communicated in a none hurried way the path forward. He answered all my questions promptly and accurately. I have no hesitation in recommending him to anyone in need of financial planning.

The moment I met Werner I knew he was someone I could trust. I interviewed several financial advisors and generally found out they were too costly or their 'too good to be true offers' had various hidden costs. But that's not the case with Werner. He is a diamond in the rough and as a professional life coach, I advise my own clients to see him when it comes to creating financial freedom. Don't look any further, Werner is your guy!

It is an absolute pleasure to be guided by Werner. He is very knowledgeable and he gives a 5 star service

After several quotes, I chose to work with Werner to review my Superannuation position. I found his advice thorough and suitable to my needs. The process went very smoothly and all my discussions with Werner were very clear and understanding. Now that the rollover is completed, I am very happy with the service and my position and look forward to an ongoing relationship with the company.

One of the best things that I did was choosing Financial Purpose Wealth to get advice and guidance on managing my money. It was my first time seeking expert advice and Werner (financial advisor) was very thoughtful, understanding and was invested in genuinely understanding what my goals and concerns were. This allowed us to come up with a strategy that worked for my personal circumstance. I would highly recommend FPW for those looking for expert and thoughtful financial advice and guidance.

I have been working with Werner for a few months now. He is always helpful, kind, and willing to go the extra mile for his clients. His suggestions have really helped me work towards my financial goals.

Werner has been energetic and focused in helping us set up our retirement financial planning. He is easy to contact, personable and explains issues with clarity and thoroughness. I feel confident about our retirement plan. Highly recommended!

It's a pleasure working with Werner. We started out with some vague ideas regarding our finances but Werner helped us understand our options and we are more confident today about the decisions we are making. Highly recommended!

My partner & I decided it was time we got our retirement plan organised so we sourced a number of financial advisers & found Werner of Financial Purpose Wealth the most knowledgeable & professional adviser we met. The retirement plan Werner offered gave us the confidence & peace of mind we needed to retire comfortably. Werner is very personable & made us feel our financial future was in good hands. Thanks Werner, we appreciate you & your services & would highly recommend you to anyone looking to secure their retirement and financial future.

Learn how to get started

Take decisive action towards financial freedom

A quick phone chat

We jump on a quick call to discuss high level what your circumstances are and what you are trying to achieve. We'll gather basic financial information and ask you to complete an anticipated spending plan (budget).

Zoom financial reality check

We catch up for a complimentary online chat to discuss your objectives in more detail, discuss what we feel is possible considering your numbers and explain to you how we can work together. I'll let you know the fees and process to move forward.

Kick things off

We either book your 'what if' scenario session or start the fact-finding process, if full-service financial advice is appropriate for you.

Uniquely different - Just like you

This is what makes us different to the rest

Individuals and families are at varying stages of their financial journeys, each with unique objectives. Therefore, a one-size-fits-all approach is not possible.

It starts and ends with you

We designed our service options based on our expertise and what our clients truly need from us at their unique stage.

MORE OPTIONS FOR YOU - We don't try and fit you into one service box. We offer Financial advice, financial coaching as well as one-off consultations, the result being we have a greater chance of helping you in a way that works for you
ENJOYABLE - We need you to enjoy the process for your progress to be lasting, so we keep it fun and relaxed, without any jargon or confusion. It's enjoyable because we love what we do.

Your peace of mind is on our mind

We designed our service options based on our expertise and what our clients truly needed from us at their unique stage.

HIGHEST QUALITY - We only appoint Certified Financial Planners, the top designation for Financial Planners
FAIR PRICING - We don't charge based on what you earn or what you own, and we don't earn product commissions.
MONEY BACK GUARANTEE - We've been helping people be smarter with their money and achieve their goals for the last 18 years. We are confident about your progress and we put our money where our mouths are

Book in for a free intro chat

Not sure how to get started? Book in a free call today

Let’s explore your objectives and your circumstances and we’ll help you identify which approach could be best for you.

Frank & Kelly R

Our blog posts

Our blogs to keep you up to date

We cut through the fluff out there and provide you with insights that we believe is meaningful for your life and planning.

Financial Advice Done Differently

We help Everyday Australians find their financial purpose

When money feels complicated, real life gets put on hold

The Real Value of Partnering with Financial Purpose Wealth

Energy

Progress

Freedom

“We believe the ultimate level of wealth is being able to do what you want, when you want, with whom you want, for as long as you want. It starts with understanding money’s purpose in your life. We call it finding your Financial Purpose.”

Financial advice without the confusing jargon and rigid fee structures

Our Testimonials

What our clients are saying about us

Learn how to get started

Take decisive action towards financial freedom

A quick phone chat

Zoom financial reality check

Kick things off

Uniquely different - Just like you

This is what makes us different to the rest

It starts and ends with you

Your peace of mind is on our mind

Book in for a free intro chat

Not sure how to get started? Book in a free call today

Our blog posts

Our blogs to keep you up to date

Super is Quite Super

So, you are thinking of buying an investment property?

Risk & Luck

How you behave is more important than what you know

Welcome to the new FPW website!

Financial Jargon Decoding & some insights.

Financial Advice Done Differently

We help Everyday Australians find their financial purpose

When money feels complicated, real life gets put on hold

The Real Value of Partnering with Financial Purpose Wealth

Energy

Progress

Freedom

“We believe the ultimate level of wealth is being able to do what you want, when you want, with whom you want, for as long as you want. It starts with understanding money’s purpose in your life. We call it finding your Financial Purpose.”

Financial advice without the confusing jargon and﻿ rigid fee structures

Our Testimonials

What our clients are saying about us

Learn how to get started

Take decisive action towards financial freedom

A quick phone chat

Zoom financial reality check

Kick things off

Uniquely different - Just like you

This is what makes us different to the rest

It starts and ends with you

Your peace of mind is on our mind

Book in for a free intro chat

Not sure how to get started? Book in a free call today

Our blog posts

Our blogs to keep you up to date

Super is Quite Super

So, you are thinking of buying an investment property?

Risk & Luck

How you behave is more important than what you know

Welcome to the new FPW website!

Financial Jargon Decoding & some insights.

Financial advice without the confusing jargon and rigid fee structures