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Wellbeing is the state of being
comfortable, healthy, or happy.

Gareth Colgan
Gareth Colgan

Hi, I’m Gareth Colgan, and I launched Wellbeing Wealth because I believe overall wellbeing is inextricably linked to financial security and freedom. So, everything we do at Wellbeing Wealth is designed to provide peace of mind in a world with so much uncertainty.

You see it played out pretty much every day. While ‘money troubles’ often refer to a lack of financial security, problems arise when people have wealth but are overwhelmed by the thought of making the wrong decisions.

Financial stress takes many forms and can affect all areas of life. That’s why our goal is not a number but a sense of wellbeing for our clients.

Backed by Fortnum

Although Wellbeing Wealth is a financial planning entity in itself, we operate as a member firm of Fortnum who are the AFSL. This relationship gives us access to resources and a collaborative community of advice professionals which enables us to provide our clients with quality advisory services.

Fortnum is an Australia wide advisory network with over 90 practices, 220 advisers, approximately $20B of funds under management, $106M of in force risk premium.

Gortnaghey Pty Ltd trading as Wellbeing Wealth and its advisers are Authorised Representatives of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306

Fortnum Logo

That’s why our goal is not a number but a sense of wellbeing for our clients..

our goal graphic

Where we add the most value is by amplifying success. Most have high incomes and an asset base, and they’re looking for strategies designed to achieve their goals, whether income requirements, capital growth or legacy and intergenerational wealth planning.

We know wellbeing means something different to each person, but as we build the relationship, we get a real sense of what money means to them and what they want to achieve in life.

That’s why our services are all about strategies for better financial health and wellbeing, and we only work with partners – such as accountants and lawyers – who have the same mindset.

Gareth’s Qualifications

  • Certified Financial Planner
  • Accredited Estate Planning Strategist
  • ALPA – ASX Listed Product Adviser
  • Aged Care Specialist
  • Advanced Diploma of Financial Planning
  • Diploma of Financial Planning
  • Bachelor of Science