Discover The New Way To Manage Your Money

We Help Everyday Australians Find Their Financial Purpose

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.

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

Discover The New Way To Manage Your Money

At Financial Purpose Wealth we Look at more than just money

Everyone is different. Different life stages, different circumstances, different objectives, different balls in the air, different concerns, different money habits, different financial experience, to name only a few. With all these differences at play, we know a one-size-fits-all financial service model will not serve you best.

How We're Different

Supporting you in a way that's best for you

Financial Coaching

Learn how to manage and grow your money the smart way, through one-on-one coaching sessions delivered by a Certified Financial Planner.

Financial Advice

Optimise your current resources through smart, practical & effective strategies that aligns your money with the life you want to live.

One-Off Consultation

Only need to brainstorm your options and a sounding board to test your thinking? We can help with that.

Financial Coaching for Teens

Give your kids the ultimate gift of early Financial Education and Coaching.

Book in for a free intro chat

Not sure if you need coaching or financial advice?

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

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. 

Frank & Kelly R

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.

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.

Difference Between Coaching and Advice

We’re not your regular financial services business

When financial coaching is best

01.

Coaching

Learn how to manage and grow your money the smart way, through structured one-on-one coaching sessions delivered by a Certified Financial Planner.

Our Coaching packages ranges from cash flow coaching to investment portfolio coaching, Superannuation coaching, Life Insurance coaching, as well as property investment coaching.

When Financial Advice is Best

02.

Advice

Close in on financial freedom and live the life you want by optimizing your current resources through smart, practical & effective strategies – captured in a plan we prepare. 


We incorporate all the areas ranging from cash flow & surplus, superannuation & contributions, investment portfolios, investment property, ownership structures, how and when you borrow, the tax you pay & insurances you should hold. We bring these elements together to build a plan with you that has the key objective of financial freedom.

Learn how to get started

The process of getting started is as easy as 1, 2, 3

We’ve made working with us easy, with no unnecessary steps. We guide you through the entire process and we’re in your corner the entire time.

Intro 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).

Online Zoom Chat

We arrange a 30 min 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 assist you through either Financial Advice or Financial Coaching. We explain the process and the fees for both options.

Kick things off

We either book your first coaching session or start the fact-finding process, if financial advice is appropriate for you.

Not your usual 'wealth firm'

What it’s like working with us, from our founder Werner

At Financial Purpose Wealth, we’ve created a culture driven by our core value of ‘we exist to serve’. We love seeing you take control and make progress. Your progress is our purpose.

Life is there to be lived, and money is simply a tool to fund your best life.

Werner Jansen van Vuuren

Our Testimonials

What our clients are saying about us

Jacob
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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.
Em
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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.
Sabrina
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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.
Gus
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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!
Rach
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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.
Ellie
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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!
Kim
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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!
Jordan
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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
Tamara
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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
Stefania
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I have been working with Werner for the past 4 months and I am very satisfied with his service. Werner is not only knowledgeable and professional, but also very helpful and friendly. He took the time to understand my goals, values, and preferences, and taught me how to build a suitable investment portfolio for me. He also coached me on my super and gave me the skills to align my fund with my risk profile. Werner is easy to talk to and always responds to my queries and concerns promptly and patiently. He is open minded and encourages me to learn and grow as an investor. I highly recommend Werner to anyone who is looking for a reliable and trustworthy financial coach.
Sophia
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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.
Mandy
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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!
Andrea
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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.
Lynda
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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.
Andrew
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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.
Lachlan
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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.
Kelly and Frank
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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.
Emily
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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.
Kalani
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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.
Dom
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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.
Mai
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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.
Paul
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Werner - our interactions are well timed, and the outcomes are spot on. I feel secure with our retirement plan. Would highly recommend.
Ash
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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.

Book in for a free intro chat

Not sure if you need coaching or financial advice?

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

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. 

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.