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Specialist wealth management, rooted in experience.
We are an Australian wealth management firm based in Sydney, helping Australians protect and grow their wealth with institutional-grade access and advice tailored to their goals.
The firm, in four numbers.
- 1,000+
- Clients across Australia
- A$320M+
- Under advice
- 50+
- Funds on our researched shortlist
- 8
- Senior advisers in Sydney
Our Story
A privately owned firm you can trust.
Culsans is an Australian-owned firm helping Australians protect and grow their wealth through tailored strategies and institutional-grade access.
We started the firm after watching too many good people receive advice built around products rather than around their lives. We set out to do it the other way round: one adviser who knows you, a plan written in plain English, and a portfolio you can see in full whenever you like.
We are privately owned, which means we answer to our clients, not to a product shelf. When something isn’t right for you, we’ll say so.
Our Approach
Three principles, applied every day.
They shape how we choose investments, how we charge, and how we talk to you about both.
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01
Transparency
Clear communication, honest advice and full disclosure. No hidden fees and no surprises, just straightforward guidance.
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02
Long-term focus
We build lasting relationships and strategies designed for sustainable growth, not short-term gains.
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03
Personal service
Every client has a dedicated adviser and a strategy tailored to their goals and circumstances.
Why Clients Choose Us
Licensed, experienced and on your side.
Six reasons clients give when we ask why they stay with us.
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01
Licensed and regulated
Culsans holds an Australian Financial Services Licence (AFSL 561419) and is regulated by ASIC.
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02
Institutional experience
Our advisers bring institutional experience across Australian and global markets.
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03
Dedicated advisers
Every client has a named adviser for guidance and support, reachable directly.
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04
Transparent fees
Clear, competitive pricing with no hidden charges, set out in writing before you invest.
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05
Disciplined process
A careful, consistent process across market cycles, backed by rigorous risk management.
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06
A modern client portal
See every holding, statement and message from your adviser, on any device.
Our Office
Find us in Sydney.
- Sydney
- Level 3, 2 Bulletin Place
Sydney NSW 2000 - Hours
- Monday to Friday, 9:00 am to 5:30 pm (Sydney time)
- Phone
- (02) 7209 0609
