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Who we help | Professionals & executives

Give your growing income a clear direction.

A demanding career can leave financial decisions waiting. Your salary may have increased, while the arrangements around your mortgage, super and investments have stayed much the same.

The questions we help you work through

We help you weigh the options and set priorities. Your plan should account for what you need now, the risks you can take and the choices you want later.

  • Should my surplus income go to the mortgage, investments or super?
  • How should a bonus or pay rise change the plan?
  • How much should I keep accessible if I change roles or take time away?
  • Does the insurance I hold match the people and commitments that depend on my income?
  • Am I building the resources to work less or retire when I choose?

A plan that takes account of your career

A professional in a blazer smiles as she sits at a table in a bright, plant-filled office.

We review your financial position alongside your work and personal goals. Tav develops the advice, considering the costs, tax implications and risks of the available options.

If remuneration includes shares or other benefits, we establish what advice is needed and involve your accountant or other specialists where appropriate. The recommendations are explained before you authorise any changes.

Read about our approach

What our clients say.

Reviews left by clients on Google, in their own words.

Google reviews

  • Martin BabawyPosted on Google

    “I’ve always been sceptical about financial advisers, but Tav proved me wrong. His process is clear, intentional, and focused on real solutions and the bigger picture. No product pushing or confusing numbers. Real practical advice that makes sense and I genuinely feel confident about the path ahead. I’m looking forward to working together for many years and would happily recommend Obsidian Wealth Management to anyone looking for genuine guidance!”

  • Anita MarlacciPosted on Google

    “Tav is an absolute pleasure to deal with. Genuine, knowledgeable and someone who clearly cares about helping his clients make the right decisions long term. Really appreciate the time, effort and attention to detail he puts into everything. Highly recommend Obsidian Wealth Management.”

  • Daniel O KeeffePosted on Google

    “As someone who works in real estate and spends every day helping people make significant financial decisions, I don’t give recommendations lightly. But after starting to work with Tav, I can confidently say that the experience has been exceptional. What immediately stood out was that Tav didn’t begin with numbers, products, or spreadsheets. He started with me as a person. He took the time to understand my goals, my lifestyle, what I value, and what I want my future to look like. The financial advice has never felt transactional; it has felt personal, strategic, and genuinely aligned with the life I’m trying to build. In an industry where it can be difficult to know who truly has your best interests at heart, Tav brings a refreshing level of authenticity, professionalism, and care. He has an incredible ability to simplify complex financial concepts while creating a clear pathway towards long-term wealth creation and security. Both personally and as a real estate professional, I can see the difference that quality financial guidance makes. If you’re looking for a financial adviser who genuinely cares about the person behind the portfolio, takes the time to understand your circumstances, and provides advice that is tailored to your future ambitions, then Tav and the team at Obsidian Wealth are simply in a league of their own. The journey is only just beginning, but I already have complete confidence that I’m in the right hands. I cannot recommend Tav and Obsidian Wealth highly enough.”

  • Naomi TappePosted on Google

    “Thaveesh and the team were extremely helpful in setting up an ethical investment option for my daughter. I was given plenty of information and opportunities to ask questions throughout the entire process.”

  • John KarouniPosted on Google

    “Tav is genuine, knowledgeable and truly cares about helping people make better financial decisions. I really appreciated his ability to simplify complex financial matters and provide clear, practical guidance. He assisted us with our retirement planning, superannuation and long-term wealth, and he really took the time to understand our goals to create a strategy that made a lot of sense. If you’re looking for a financial adviser who is approachable, professional and focused on helping you achieve financial confidence, I highly recommend Tav and Obsidian Wealth Management.”

  • Daniel CallejaPosted on Google

    “For me, it’s all about how easy it was to communicate with the team at Obsidian. Everything was clearly explained, and I always felt like I understood not just the advice, but the why behind it. The strategy wasn’t just focused on wealth creation.. it was holistic and tailored to my full financial picture, which made a real impact. Highly recommend for anyone looking for clear, strategic, and long-term financial guidance.”

  • Mark MPosted on Google

    “I’ve had a great experience dealing with Tav at Obsidian Wealth Management. What stands out most is that he genuinely has your best interests at heart and actually takes the time to understand your situation properly, rather than giving generic advice. He’s professional, easy to deal with, explains things clearly, and provides an outstanding level of service throughout the whole process. Highly recommend Tav and the team at Obsidian if you’re looking for someone you can trust.”

  • Disha HayesPosted on Google

    “Feedback for Thaveesh Palapathwala I’d like to extend my sincere appreciation for the retirement planning advice you recently provided. Thaveesh, your ability to break down complex financial considerations into clear, practical steps made the process both approachable and reassuring. Your professionalism, depth of knowledge, and thoughtful approach were evident throughout our discussions. I felt that you genuinely considered my long‑term goals and tailored your recommendations to ensure I can plan confidently for the future. Thank you for your efficiency, clarity, and warm guidance. Your support has been incredibly valuable, and I truly appreciate the care you put into helping me prepare for retirement.”

  • Harriet LamminPosted on Google

    “Thaveesh is an experienced advisor who is dedicated to providing his clients with a personalised approach to their wealth management. His attention to detail is next level and he is reliable and responsive to your needs. I can highly recommend working with him if you are looking for excellent advice and someone who will listen to your specific needs and tailor their approach for you.”

  • Ricky ZPosted on Google

    “Tav was excellent and highly recommend him as a financial advisor, he was very transparent, great communication throughout the process and highly recommend him to friends/ family.. He helped with my SMSF and on track with my future goals. Thank you once again 😊 Ricardo.”

  • Marie FaillaPosted on Google

    “What stands out about Obsidian Wealth is the way they view success through a wider lens. Tav approaches wealth as part of a complete life strategy, ensuring that decisions are aligned with overall goals and direction. It feels structured, intentional and deeply considered rather than reactive or transactional.”

  • Viv GPosted on Google

    “Thaveesh’s passion for the work he does was evident from our first meeting. His wealth of knowledge, professionalism, and willingness to answer even the smallest questions have given me confidence in his ability to set us up for success.”

These testimonials were left voluntarily by clients on Google. No client was compensated for a review, and a testimonial is not a guarantee of future results.

Common questions

Can you review what I already have?

Yes. Existing investments, super, debt and insurance are part of the starting point. We explain where a change may help and where keeping an arrangement may be appropriate.

Do I need a large portfolio already?

The decisions ahead of you matter as well as your current assets. We discuss whether the scope and cost of advice make sense for your position.

What if my income or role changes?

Your circumstances form the basis of the advice. If you choose ongoing support, reviews provide an opportunity to revisit the plan as work and life change.

What would you like your income to do for you?

Start with a conversation about your priorities and the decisions you’ve been putting off.

Book a call

Prefer to speak with us? Call 1300 029 071.