Welcome to Australian Wealth Advisory. This page will guide you through your first steps with us and help you understand how our process works from the moment you arrive through to receiving your personalized strategy pathway.

1. Book Your AWA Wealth Systems Overview

The first step for every new client is a Wealth Systems Overview, conducted through our online appointments portal.

During this session, we will:

• Learn about your goals, challenges, and current circumstances
• Understand your eligibility for housing and lifestyle solutions
• Clarify which AWA pathways may apply to you
• Answer early questions about the AWA ecosystem
• Establish whether you require residential, retirement, or membership‑based support

This appointment can be booked directly using our AWA Appointments feature on the website. You’ll receive confirmation and reminders automatically.

2. What to Expect in Your Overview Session

Your Overview is not a sales call — it is an evaluation and discovery session designed to understand you properly before offering guidance.

You can expect:

• A friendly, structured conversation
• Overview of relevant AWA systems and product pathways
• High‑level explanations only (not financial advice)
• Clarity on what is possible based on your situation
• A clear outline of next steps

Our team will only recommend pathways that genuinely make sense for your circumstances.

3. Personalized Assessment of Your Situation

Once your session is complete, our team will conduct a strategic evaluation of:

• Your housing position
• Your retirement goals
• Your current financial settings
• Any government programs that may apply to you
• Which AWA systems could provide the most meaningful benefit

This step ensures we fully understand your situation before making any recommendations.

4. Guided Pathway Recommendation

After reviewing your individual circumstances, we will guide you on the best way forward, which may include:

• Membership options
• Residential solutions (Tiny Super Solutions, RetireSmart Innovations, DIY oakZERO)
• Retirement‑aligned housing pathways
• Coordination services under the IncomeBuilt Asset™ model
• A structured onboarding plan if you are ready to proceed

Everything is explained clearly, step‑by‑step, with no pressure.

5. Your Next Steps

Once you understand your recommended pathway, we will help you:

• Access the correct onboarding forms
• Understand timelines and requirements
• Prepare any documents you may need
• Move confidently through the process with AWA support

Your journey is fully guided from start to finish.

Book Your Systems Overview 

6. We’re Here to Support You

Your AWA experience is designed to be simple, transparent, and empowering.

If you ever need help or have questions, our team is only one message or call away.