Discover how to fast track your finances

Reach your financial goals faster

Tomorrow’s level of wealth is largely determined by how you start today. See how we can help you get on a personalised path to achieving your financial dreams using today’s most effective financial solutions.
Services We Offer
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Our unique four-step Discover Process is the foundation to making financial planning easy and it’s proven to help reach your goals.

Discover

Our financial solutions are tailored to you. We first need to get an overall picture of your situation. That includes your short- and long-term financial goals, how you value money and what is and isn’t working.

Analyse

Once we know what you want to achieve, we can personalise your financial roadmap. This includes a clear, step-by-step wealth management plan that maximises your financial growth.

Implement

It’s go time. Here we work closely with you to implement your personalised financial roadmap.

Review

It doesn't stop there. To help your financial goals stay on track, we’ll help review its progress, assess market shifts and make changes accordingly.

What our clients say

  • The advisor took the time to thoroughly assess our financial situation and provide tailored recommendations that have made a positive impact on our financial well-being. We were advised with easy... Read more

    Wendy O'Brien Avatar Wendy O'Brien

    We have been with David Meffert and more recently Discover Financial Partners for nearly a decade. We are very happy with how they have managed our financial assets,... Read more

    Darryl Cuzzubbo Avatar Darryl Cuzzubbo

    I had not previously had great experiences with Financial Advisers in the past, so was dubious initially about Discover - but have had nothing but a great experience! Manela and... Read more

    Sheila Gawthorne Avatar Sheila Gawthorne

    Professional and friendly service. We trust that Discover Financial Partners provide us with honest financial advice and recommendations to ensure that we are financially sufficient now and in the future.... Read more

    Alex James Avatar Alex James

  • Sensational business. Matt and co have been looking after us for years and have grown our port folio in a meaningful way. They have a grounded approach and are very... Read more

    Campbell Davies Avatar Campbell Davies

    We can't express enough how grateful we are to have worked with Manela at Discover Financial Partners. She demonstrated her expertise from the beginning by helping us navigate our messy... Read more

    Peter Burns Avatar Peter Burns

    Discover have been great in providing prompt and sound advice. In particular, it's been a pleasure working with Manela, who understood our situation with ease, and tailored solutions.

    Nicole Anderson Avatar Nicole Anderson

    A truely honest, reliable and friendly company with fantastic people who all work together to help me achieve my goals. Would highly recommend.

    Kim McGain Avatar Kim McGain

  • Tim from Discover helped my wife and I set up our finances in such an easy and simple way. Helped remove the confusion and stress that can so easily surround... Read more

    Jordan Barrett Avatar Jordan Barrett

    10/10 very understanding 🙂

    Sophie Herzog Avatar Sophie Herzog

    I would highly recommend Tim Barresi from Discover. Tim is always very professional and takes a genuine interest in the goals and objectives that are important to me. The financial... Read more

    Nick Peters Avatar Nick Peters

    The team is very knowledgeable, approachable, and prompt with their communication. They actively listen and respond to my thoughts and concerns. I feel very much that my future is in... Read more

    Robyn Shallard Avatar Robyn Shallard

  • Very helpful in planning our wealth options for the future

    Rowan Reid Avatar Rowan Reid

    We highly recommend Tim Barresi from Discover. He does exactly what he says he will do. He is organised, on time and has excellent communication skills. Tim is able to... Read more

    Deborah Warner Avatar Deborah Warner

    Can’t talk highly enough of Discover and the service they provide. I met with Tim Barresi who is one of the adviser’s at Discover. He was well educated, very professional... Read more

    Mathew Zammit Avatar Mathew Zammit

    "I would like to thank Louella Jorge for the great help with advise in managing my superannuation. Louella showed genuine interest and was very professional which made the whole... Read more

    Janette Nowicki Avatar Janette Nowicki

Meet our expert team

Matthew Gibson
Founding Director, Financial Planner CFP
Manela Gunawardena
Financial Adviser
David Meffert
Partner & Principal Adviser (Private Wealth)
Tim Barresi
Financial Adviser

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and long-term financial goals with our proven approach to wealth creation.