Wade Vautier

Wade Vautier

Financial Advisor & Mortgage Broker

Wade is passionate about building long-term relationships with his clients, providing trusted financial guidance as their circumstances and priorities evolve over time.

He understands that many people approaching retirement, or already enjoying retirement, can feel uncertain about speaking with a financial adviser for the first time. Wade’s approach is focused on bringing clarity, structure and confidence to financial decision-making, helping clients navigate this important stage of life with greater peace of mind.

Specialising in retirement planning, Wade works closely with clients to develop tailored strategies that support their desired lifestyle while ensuring their retirement income and wealth are managed effectively for the future. He believes financial advice should be practical, personalised and free from unnecessary complexity.

Recognising that no two retirements are the same, Wade takes a holistic approach to advice, considering each client’s unique goals, family circumstances and long-term objectives to create strategies that provide financial security both now and into the future.

As a qualified Financial Adviser, Wade has met the education, professional and ethical standards required under Australia’s financial advice reforms. He holds a Graduate Diploma of Financial Planning, completes ongoing Continuing Professional Development (CPD), and adheres to the Financial Adviser Code of Ethics.

Earlier in his career, Wade was recognised by his peers as both the Victorian State and National New Adviser of the Year, reflecting his commitment to delivering high-quality advice and outstanding client outcomes.

Wade and his family live in Newtown, Geelong, and he has called the Bellarine region home for most of his life. Outside of work, he enjoys swimming, surfing, stand-up paddleboarding and golf, and values maintaining an active and balanced lifestyle.

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