Our Purpose
Obsidian Wealth is a Melbourne private wealth firm built on a simple idea. Money is one form of wealth among many. The financial side of your life exists to make every other side of your life possible. Your health. Your time. Your relationships. Your mastery. Your legacy.
Our work is to handle the financial side properly. To design it with intention, build it with discipline, and grow it with the long term in mind. So the rest of your life has the room to grow with it.
We work with ambitious professionals, business owners and families across Melbourne who want their financial life built with the same care they put into everything else.
Who We Are
Every client is different, so every plan is different. We take the time to understand you, your goals and what matters most to you before we build anything.
Money is not the destination. It is what funds the life you are actually building, and the plan we design reflects that.
We work with ambitious professionals, business owners and families across Melbourne who want a clear strategy for their financial life. The work covers cash flow, super, investments, tax, debt and protection, all designed to work together as one plan rather than as separate decisions made in different rooms.
Our role is to bring the structure, hold the long-term view, and grow your wealth as your life evolves.
Tav Palapathwala
MBA, BComm
Founder & Director
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.
