Senexus Wealth Management

The financial advice you need

Senexus Wealth Management is a boutique financial advisory service established as a partnership between Senexus and MJI Wealth Management. The business was founded in 2024 by David Coluccio and Matthew Illana to provide local, personalised, and ongoing financial and wealth management support to clients of Senexus following the admission of a loved one into residential aged care

The service offering has since expanded to provide trusted financial advice to our clients and their families for a wide range of financial needs.

Specialists in financial & retirement planning

Senexus Wealth Management are your experts for superannuation, self-managed superannuation, retirement planning and financial planning in Adelaide.  If retirement is on the horizon then you will want to plan how to retire and put yourself and your family in a strong financial position for retirement.  Even if you are financially astute, expert advice can help to effectively navigate the ever-changing complex world of finance.  Our expert team will partner with you to educate and provide you with the knowledge to Plan, Invest and Protect your wealth and lifestyle.  We know that this can be a complex and stressful time in your life which is why Senexus Wealth Management pride ourselves on being approachable, transparent, and easy-to-understand.  Explore our range of services below and get in touch with us to tailor your financial strategy to get the most from your situation.

How we can help you

Whether it is a specific financial concern or to achieve your aspirations, we have the expertise to advise in the following areas:

  • Aged care planning
  • Retirement planning
  • Pre-Retirement planning
  • Estate planning
  • Wealth and asset protection
  • Centrelink planning
  • Risk and insurance analysis
  • Superannuation planning
  • SMSF strategies
  • Business succession planning
  • Budgeting and goal setting
  • Savings and wealth creation
  • Investment planning
  • Gearing

Contact Senexus Wealth Management

To start receiving the financial advice that you need please call David or Matt on (08) 8344 1991 or send an email to info@senexuswealth.com.au

Does someone you love need aged care?

Get the advice you need.

Download the free aged care guide