Investment Management
Evidence-based investment strategies designed to grow your wealth while managing risk in line with your goals and risk tolerance.
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Sheridans Private Wealth
Your Financial Future,
Your Financial Future,
Guided by Expertise
We partner with high-net-worth individuals, retirees, business owners, and families to build, protect, and transfer wealth — with clarity, care, and decades of experience.
A Personal Introduction
Meet the Team Behind
Meet the Team Behind
Sheridans Private Wealth
Hear directly from Managing Director Darren Wright about who we are, how we work, and why the advice relationship we build with clients makes all the difference.
Your Interests, Always
Every recommendation we make is built around what's right for you — objective, transparent advice tailored to your circumstances, not shaped by product incentives.
Decades of Experience
Our advisers bring deep expertise across investment management, retirement planning, estate planning, and more.
Relationships First
We take the time to understand your goals, your family, and your future — then build a strategy that fits your life.
Free Interactive Tool
Are You on Track to Retire Comfortably?
Answer 6 quick questions and get a personalised retirement readiness score — takes less than 2 minutes.
How We Work
Your Path to Financial Confidence
A clear, four-step process — so you always know exactly what to expect next.
Free Consultation
A no-obligation 45-minute financial review call to understand your goals, your concerns, and whether we're the right fit for each other.
Your Personal Strategy
We build a comprehensive financial plan tailored to your specific situation, goals, and risk profile — not a template.
Review & Agree
We walk you through every recommendation in plain English. Nothing is implemented until you're fully comfortable.
Ongoing Partnership
Regular reviews, proactive updates, and a relationship that adapts as your life changes — for the long term.
What We Do
Comprehensive Wealth Management
From growing your investment portfolio to protecting your legacy, we provide the full spectrum of financial advice under one roof.
Retirement Planning
Tailored strategies to transition from accumulating wealth to drawing a sustainable, tax-effective income in retirement.
Learn MoreEstate & Succession Planning
Protect your assets and ensure your wealth is distributed according to your wishes with careful estate and succession strategies.
Learn MoreInsurance & Risk
Comprehensive personal insurance advice to safeguard your income, lifestyle, and family from life's unexpected events.
Learn MoreSMSF Advice
Expert setup, management, and strategy for Self-Managed Super Funds — helping you take control of your superannuation.
Learn MoreNot sure where to start?
Book a no-obligation consultation and we'll guide you through the best options for your situation.
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Is Sheridans Right for You?
Who We Work Best With
Great advice starts with the right fit. Here's an honest picture of who we serve — and who we probably can't help most.
We're a great fit if you…
- Have $300k+ in super or investments and feel you're not making the most of it
- Are a wealth accumulator who wants expert coaching and a clear strategy to grow your wealth faster and more deliberately
- Are 5–15 years from retirement and want a clear, actionable roadmap
- Own a business and need to think about protection, succession, or a future sale
- Want a trusted long-term adviser you can actually call — not a product pusher
- Value straight talk and jargon-free advice over impressive-sounding complexity
- Are ready to share the full picture of your finances and commit to a real plan
We're probably not the right fit if…
- You want someone to pick individual stocks without a broader financial strategy
- Your primary concern is finding the lowest possible fee, regardless of quality
- You prefer to manage everything yourself and just want occasional validation
- You're after a one-off product transaction rather than an ongoing relationship
Not sure whether you're a good fit? The free 45-minute financial review call is the perfect place to find out — no pressure, no obligation.
Client Stories
What Our Clients Say
We measure our success by the confidence and clarity our clients feel about their financial future.
"The team at Sheridans took the time to genuinely understand our situation. For the first time, we feel truly confident about our retirement. Their advice has been invaluable."
"As a business owner, I needed an adviser who understood the complexity of my finances. Sheridans have been exceptional — strategic, responsive, and genuinely invested in my success."
"Setting up our SMSF felt overwhelming before we came to Sheridans. They made the whole process simple and have continued to provide outstanding ongoing advice. Highly recommended."
Team Photo / Illustration Placeholder
Our Story
A Firm Built on Trust and Long-Term Relationships
Sheridans Private Wealth was founded with a clear purpose: to provide Australians with the kind of sophisticated, personalised financial advice once reserved for only the wealthiest clients.
With a team of highly credentialled advisers and a commitment to putting clients first, we've helped hundreds of families achieve financial clarity and lasting security.
Meet Our Team