Our Purpose
Who We Are
Every financial journey is unique, and we take the time to listen, understand, and craft strategies tailored to your goals and aspirations. Wealth is not the destination – it’s the tool that enables you to live the life you desire.
Through personalised financial advice and a focus on accountability, we empower our clients to navigate challenges, seize opportunities, and achieve long-term success.
Thaveesh Palapathwala
MBA, BComm
Founder & Principal
Thaveesh is a professional financial adviser with close to ten years of experience delivering bespoke advice to clients who want clarity, control and purpose behind their financial decisions. He specialises in financial planning, wealth creation, retirement strategies and building long-term risk adjusted portfolios tailored to each client’s unique circumstances.
Having worked across both boutique and corporate advisory firms, Thaveesh brings a high level of care, insight and professionalism to every client relationship. He is known for asking the right questions, cutting through complexity and designing strategies that are aligned with each person’s goals, values and lifestyle.
His approach is built on empathy, accountability and mindset. At the core, it is about helping people gain deeper insight into themselves so they can align their wealth with their purpose and work towards their version of financial freedom. He looks beyond the numbers to deliver an experience that brings clarity, confidence and meaningful progress.
Outside of his advisory work, Thaveesh is committed to personal growth and maintaining balance. He enjoys travel, exploring new cuisines and staying active through weight training and boxing.
Our Philosophy
- Empathy and Understanding: Your story is unique, and we listen to what matters most to you.
- Accountability and Mindset: Financial freedom requires disciplined money management and a mindset focused on achieving your goals.
- Navigating Challenges Together: Life’s obstacles are opportunities for growth, and we guide you through them with confidence.
- Aligning Finances with Values: Every strategy we create reflects your goals, ensuring your wealth supports the life you envision.
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At Obsidian, we are your trusted partners and guides, helping you achieve financial freedom and embrace your journey with clarity, confidence, and purpose.
Ready to Take Action?
Financial freedom is within your reach. Let’s take the first step together.
What to Expect in Your 15-Minute Clarity Call:
- A clear understanding of how we can help you achieve your goals.
- Personalised insights into managing wealth, planning for the future, and overcoming challenges.
- Confidence in your next steps toward financial freedom.
Purpose-Driven Financial Planning Matters
Whether you’re a busy executive, business owner, or growing family in Melbourne, our purpose-led approach is designed to support your financial future.
