• Getting Started

    Getting Started

    Ensure your wealth is built on solid foundations by partnering with our experienced team who specialise in providing objective advice and guidance.

  • Accumulating

    Accumulating

    Growing your wealth requires careful planning; our team work with you to develop a strategy tailored to your individual goals, needs and circumstances.

  • Consolidation

    Consolidation

    Our comprehensive advisory process gives clarity on how much you need to retire and provides peace of mind by keeping you on track to meet your goals.

  • Retirement

    Retirement

    We partner with you to remove the stress and uncertainty associated with retirement; your personalised plan will ensure your position is optimised and that your wealth is preserved.

  • Legacy and Estate Planning

    Legacy and Estate Planning

    Starting the right conversations now can allow you to transition your wealth to the next generation with peace of mind and certainty.

About

Calculated Advice

Building on decades of financial services expertise, Calculated Advice was created to provide successful individuals and family groups personalised advice that is tailored to their individual circumstances, values and goals.

The relationship that we build will help you navigate your life journey and our expertise will assist you in making informed decisions about your future with confidence, certainty and clarity. 

Prior to forming Calculated Advice, Matt Wood was a Director and owner of a multi-disciplinary financial services firm and also held senior wealth management roles within a major private bank. Vanja Zoric held senior positions at leading financial services firms in Perth as well as a prominent investment management firm specialising in Private Wealth.


GET IN TOUCH
Our team of experts can provide you with objective and professional advice in a wide range of areas including:
Strategic Advice
Personal Risk Insurance
Investment Management
Wealth Creation Strategies
Retirement Planning
Superannuation & SMSF Advice
Tax Planning
Business Succession Planning
Financial Modelling & Cashflow Analysis
Keyman Risk Advice
Assets Protection
Estate Planning

Your Team

Matt Wood
Matt Wood
Director / Financial Adviser
CFP SMSF

Matt is passionate about building long-term relationships with his clients, he provides them with necessary guidance so they can confidently make well informed decisions about their future.

Matt's experience in financial markets, banking, strategic financial planning and accounting spans almost two decades. He specialises in developing tailored strategies for high net worth family groups, successful business owners and up and coming professionals.

Matt’s qualifications include a Bachelor’s Degree in Business, Master’s Degree in Applied Finance and he is also a Certified Financial Planner (CFP®) and holds a SMSF Specialist Adviser Designation (SSA®).

Vanja Zoric
Vanja Zoric
Director / Financial Adviser
CFP SMSF

Vanja has been servicing high net worth individuals and family groups for the majority of his career. His highly analytical process helps clients to optimise their financial position and to implement tailored strategies to assist them in achieving their goals with confidence and clarity.

Vanja specialises in investment portfolio construction and risk management and is invested in building long-term trusted relationships with his clients. Vanja holds a Bachelor’s Degree in Commerce and is a Certified Financial Planner (CFP®).