A Different Kind
of Private Wealth Firm
Thoughtful financial planning and disciplined wealth management, built around what matters most to you.
Our Approach to Wealth
The best financial decisions are made when you can see the whole picture.
That’s why we take the time to understand where you are today, what you’re working towards, the opportunities ahead and what matters most to you before making recommendations.
From there, we create a clear financial roadmap that brings your investments, superannuation, tax strategy, estate planning and broader financial planning into one connected approach, ensuring every decision supports your long-term goals.
As your circumstances change, so does our advice. We’ll continue to review, refine and adapt over time, helping you navigate new opportunities and make informed financial decisions with clarity and confidence.
Our Story & Mission
Ikigai is a Japanese word meaning “a reason for being.” That idea sits at the heart of everything we do.
Ikigai Private Wealth began with a simple belief: money should serve your life, not rule it. Too often, we saw Australians weighed down by uncertainty, one-size-fits-all advice and financial plans that missed the point: what truly matters to them.
We believed financial advice could be different. More personal. More thoughtful. More connected to the people behind the numbers.
That belief still guides everything we do today. It’s why we take the time to understand the bigger picture, build advice around your goals and stay alongside you as your life and finances evolve.
Meet the Team
Financial advice is personal, and so are the people behind it. Meet the experienced team who’ll be alongside you throughout your financial journey.
Winston McKell
Winston is a Financial Adviser with close to 10 years’ experience helping individuals, families, and businesses build and protect their wealth.
Read more
He holds a bachelor’s degree in commerce, majoring in financial planning, a foundation that has supported his ability to provide informed, strategic, and forward thinking advice.
Winston’s knowledge spans over multiple areas across the industry, fostered from extensive boutique firm experience. This background has enabled him to cater to a wide array of clients, from aspiring young professionals, to pre and post retirees.
Beyond his expertise in financial planning, Winston is motivated by a deep desire to give clients confidence in their decision making to achieve their goals. Winston loves building strong financial foundations for clients, employing a holistic approach when helping clients navigate their financial journey. His approach involves a high attention to detail, with a passion for exploring the numbers and the outcomes they represent.
Devan King
Devan is a Financial Adviser with nearly 20 years of experience in the industry. He holds both a diploma and a postgraduate diploma in financial planning.
Read more
His career is marked by a significant achievement in building and subsequently exiting a successful wealth management business in South Africa.
In 2016, Devan expanded his professional horisons by relocating to Australia after the sale of his business in South Africa. Devan’s extensive experience spans across various facets of the industry, including roles in corporate wealth management entities and boutique firms. This diverse background has equipped him with the skills to cater to a wide range of clients, from high net-worth individuals to ambitious young professionals and business owners.
Beyond his proficiency in financial planning, Devan is driven by a deep-rooted passion for numbers and, more importantly, the stories and strategies they represent. His approach combines a strong analytical foundation with a keen understanding of the personal and business narratives that underpin financial decisions.
Rene Solis
Rene is part of the Financial Planning Support team, bringing with him a unique blend of technical expertise and operational experience.
Read more
With undergraduate studies in both Applied Physics and Industrial Engineering, he developed a strong analytical foundation early on. His career began in customer service, where he gained valuable experience in client interaction and problem-solving.
He then spent over seven years working as a Workforce Analyst, honing his skills in data analysis, forecasting, and process optimization, capabilities that now serve him well in his role supporting the firm’s financial planners and clients.
Now working as a Financial Planning Admin Support, Rene is passionate about creating seamless processes, ensuring accuracy, and providing behind-the-scenes support that empowers planners to deliver the best outcomes for clients. His combination of technical knowledge, analytical skills, and client-focused mindset allows him to play a key role in helping the team provide high-quality financial advice.
Shanley King
Shanley is a certified Life Coach, NLP Master Practitioner & Matrix Therapies Master Practitioner, who has proven experience helping people overcome mindset blocks.
Read more
After experiencing many years of soaring success, followed by painful failure in the fashion world, Shanley was inspired to research and understand success better. Shanley understands the power of mindset and offers coaching sessions to help her clients clear their own path to wealth & success so that they can achieve the dreams they desire and deserve.
Shanley’s clients have received dream roles, promotions, doubled their income, started new businesses, bought their dream houses, and she knows that you can too.
FAQs
Questions we're often asked.
What makes Ikigai Private Wealth different?
We take the time to understand the bigger picture before making recommendations. Rather than looking at investments, retirement or tax planning in isolation, we bring every part of your financial life together into one connected strategy. It’s a more thoughtful approach that helps you make confident financial decisions over the long term.
Who do you work with?
We work with professionals, business owners and pre-retirees across Australia who are looking for thoughtful financial advice and long-term wealth management. Whether you’re growing your wealth, preparing for retirement or navigating life’s major financial decisions, we’re here to help you move forward with clarity and confidence.
How does your financial planning process work?
Every client journey starts with a conversation. We’ll take the time to understand where you are today, what you’re working towards and what’s important to you before exploring different strategies together. From there, we’ll develop a personalised financial plan and continue to support you as your circumstances evolve.
What does private wealth mean?
At Ikigai, private wealth isn’t about having a certain level of assets. It’s about receiving personalised financial advice that’s built around your goals, your circumstances and your long-term future. It brings together financial planning, wealth management and ongoing advice into one coordinated approach.
What is wealth management?
Wealth management is about much more than managing investments. It’s about making sure your investment decisions continue to support your broader financial goals as your life changes. That includes ongoing portfolio reviews, rebalancing and working closely with specialist investment managers where appropriate.
Do you manage investments?
Yes. We work alongside specialist investment managers to build personalised investment portfolios aligned with your goals, timeframe and tolerance for risk. We oversee the overall strategy, monitor performance and make adjustments over time, ensuring your investments continue to support your broader financial plan.