Our Words

HONESTY – COURAGE – LOVE – FUN & ADVENTURE

When we formed Wealth Built Right, we knew it had to reflect us and the ‘why’ that drives us. To that end we spent a lot of time identifying words that encapsulate exactly that.

These are words that represent our new and contemporary approach to financial advice. They are words that guide us in all that we do and lead us a world of financial possibilities, reimagined.

LOVE. This is a simple word to embrace at Wealth Built Right, we really love what we do and the people we work with. We know that love drives us all and is at the heart of a life lived well.

HONESTY. We are always honest with our clients and ourselves, it is the only way to build and maintain a respectful relationship and achieve the most sustainable outcomes. Honesty is at our core of all that we do.

COURAGE. At Wealth Built Right we don’t shy away from tough conversations or decisions. We know that fortune favours the brave and sometimes it takes courage to seek that fortune. And, sometimes it takes courage not to.

FUN & ADVENTURE. At Wealth Built Right we know you can’t beat a life filled with fun and adventure. It’s the life that we want to live and it’s the life we want to facilitate for our clients.

Your Finances

We will conduct a FREE financial health check, identifying your current position and discovering your life goals and aspirations, not just your financial ones.

Designed for you

You are unique and so are your finances so we will build a bespoke plan that reflects ‘you’ and the future you want. No ‘cookie cutter’ solutions here.

Solid Foundations

Our honest, transparent and upfront approach means that you will never be confused about your financial position or the work we’re doing for you.

Terry Powell

B.Bus (Acc), DipFP, FAICD, CFP
Partner - Managing Director

Terry has been working at the highest level in the financial services sector for close to 30 years. From an Executive Financial Planner with ANZ, working with some of Australia’s wealthiest families and business leaders, to successfully building and selling two businesses from start-up Terry has devoted his career to increasing the wealth of his clients.

An innovative leader in the industry, Terry through his start-up Alliance Wealth Management, was one of the first in Australia to offer ‘fee for service’ and tailored direct investment portfolios in the financial services sector. Providing a clear fee for clients and personalised investments to suite their well set goals and aspirations.

As a Fellow of the Australian Institute of Company Directors, Terry is involved in a number of community organisations, serving on various not-for-profit Boards and is currently Chair for Barwon Youth (BAYSA Ltd).

Terry’s ‘happy place’ is with his family. He loves keeping fit, is a passionate supporter of Geelong’s Buccaneers American Gridiron team and has been known to don the lycra and ride his bike with his mates.

Natalie Waterhouse

DipFP
Partner - Client Service Manager

As a highly experienced professional in the financial services sector Natalie has dedicated the past 20 years to ensuring the client experience is empowering and rewarding both personally and financially.

Natalie has been with Wealth Built Right since its inception coming from AMP and working in London and Dublin for a number of years before that. Her breadth of experience has proved to be an invaluable assistance to the continual improvement of the company’s service offering.

As a young mum Natalie brings a very real and relatable perspective to wealth management. She’s passionate about ensuring clients achieve financial security and the independence to enjoy what’s important to them in life.

Nothing beats time with her family for Natalie but she does admit to enjoying the odd escape with her girlfriends for a winery tour or to enjoy live music. Travel is always on Natalie’s agenda and she’s looking forward to the day she can take her hubby and daughter to Europe and revisit her old stomping ground.