Clarity for your money
We help you cut through the noise, organise your finances and make confident decisions, so your money works for you, not the other way around.
Money’s not the problem. Clarity is.
Financial advice for Sutherland Shire families, from Cronulla.
Wealth strategy, investment, super and retirement advice for families who earn well and want a plan that actually works.
- 5.0 · 16 Google reviews
- Adviser Ratings Gold · 24 reviews
- Authorised Representative 001236699
A financial framework built for you
Advice that adapts
Life changes, and so should your plan. Ongoing guidance that evolves with your life, goals, income and priorities. No one-size-fits-all solutions.
Progress, not perfection
Steady, practical steps that move you forward. Build wealth, reduce stress and create options for your future, one decision at a time.
What we help with
A financial framework that fits your life.
Channel Wealth isn’t about one-off reports. It’s a financial plan for you. Future-focused, adaptive and built around the real moments in your life.
Clarity of goals
We agree on what you’re really trying to achieve. Not vague ambitions, but concrete targets that guide every decision.
Cutting out the noise
Turning endless financial chatter into a simple, actionable map that shows you exactly where to go next.
Efficient pathways
Finding the smartest, most direct ways to reach your goals, so you stop wasting effort, time and money.
Future options
Building assets and creating options, giving you the flexibility to adjust as your circumstances and ambitions change.
Tax efficiency
Smart, tax-aware decisions that keep more in your pocket and compounding over time.
Financial independence
Designing passive income streams that can eventually replace your salary, so you can choose to work and live on your terms.
Who it’s for
Turn good intentions into a plan that actually works.
Channel Wealth is for people who want to turn financial uncertainty into clarity. People who…
Financial planning for families-
Want a clear path
Know they should be doing more, but are unsure of the best way forward.
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Want purpose
Are earning good money but lack direction.
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Want steady income
Have built a healthy nest egg and need to replace their salary with passive income.
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Want living advice
Want advice that adapts with life, not a one-time fix.
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Think long term
Prefer long-term thinking over short-term hype.
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Value straight talk
Value honest conversations more than slick sales.
How it works
From first conversation to a plan that keeps working.
Nothing is put in place until you have your advice in writing and you’re comfortable with it.
- Step 01
A conversation
We chat through your goals, your current setup and whether we’re the right fit. No pressure, no pitch.
- Step 02
Your strategy
We gather the detail, model the options and agree the targets that will guide every decision.
- Step 03
Statement of Advice
Your recommendations in writing, with the costs, before anything is put in place.
- Step 04
Ongoing advice
Regular reviews as your income, family and goals change, so the plan keeps working.
Meet Rory
Real conversations, real advice, real value.
Hi, I’m Rory D’Agostino, founder and lead financial adviser at Channel Wealth. I work with aspirational families juggling careers, family life, health and trying to get ahead all at the same time. For over a decade I’ve helped people take control of their financial future, whether they’re building wealth in their peak earning years or preparing for a confident, purpose-filled retirement.
- Authorised RepresentativeNo. 001236699, Spark Advisors Australia Pty Ltd
- LicenseeAFSL 380552
- OfficeLevel 1, 2–6 Kingsway, Cronulla NSW
My wife and I have been working with Rory for a number of years. We were making good money but felt we weren't getting ahead. He has been extremely helpful in helping us set up property investments, understanding our cash flow and putting our money to good use. We have seen a noticeable increase in assets and feel like we are making good progress longer term. Would highly recommend!
Reviews
What clients say.
Rory's advise always provides positive outcomes for my lifestyle and my wellbeing thinking. He is caring and family oriented. I trust that I can leave all of the responsibility of my money in his care feeling safe. I am grateful for this.🙏
Rory was great to work with, understood our circumstances and gave great advice across multiple scenarios. Would highly recommend to anyone looking to build wealth.
My wife and I recently worked with Rory at Channel Wealth and couldn't be happier with the experience. Rory took the time to genuinely understand where we are now and where we want to be, then built a plan that addresses both our short and long term goals in a way that felt achievable and clear. What really stood out was how thorough he was — he introduced us to superannuation and insurance strategies we simply wouldn't have thought to consider on our own. It felt like getting advice from someone who actually had our best interests at heart. Highly recommend Rory and the team at Channel Wealth to anyone looking for financial advice that's practical, personalised, and genuinely forward-thinking.
Rory has been my financial advisor for 7 years and I’ve had nothing but a positive experience. He’s helped me set my financial goals and achieve upsizing my home, paying down my loan and set up some investments for my kids. I highly recommend his services.
Rory is fantastic. His advice is always so clear, thought out and has provided so much value to our financial future. Would highly recommend!
5.0
16 Google reviews, plus 5.0 from 24 reviews on Adviser Ratings.
FAQs
Questions people ask first.
How much does it cost to see a financial adviser?
Your first conversation is free. If we work together, we quote a fixed fee for your Statement of Advice before any work starts, and ongoing advice is a fixed annual fee, agreed in writing. See our fees page for the detail.
What happens in the first meeting?
We talk through your goals, your current setup and whether we’re the right fit. There’s no pressure and no pitch. If we go ahead, we prepare a Statement of Advice before anything is put in place.
Is Channel Wealth licensed?
Channel Wealth Investments Pty Ltd is a Corporate Authorised Representative (No. 001317426), and Rory D’Agostino is an Authorised Representative (No. 001236699), of Spark Advisors Australia Pty Ltd, AFSL 380552. You can look Rory up on the ASIC Financial Advisers Register.
Where is Channel Wealth located?
Level 1, 2–6 Kingsway (The Promenade), Cronulla NSW 2230. We meet clients in person in Cronulla or by video call, weekdays 8am–5pm.
Is it worth seeing a financial adviser if I’m not wealthy yet?
Yes. Most of our clients come to us while they are still building. The earlier you have a plan for cash flow, debt and investing, the more time it has to work.
Who do you work with?
Families and professionals who earn good money but feel they aren’t getting ahead, people who want to replace their salary with passive income, and people preparing for retirement. Most clients live in the Sutherland Shire; we also work with clients further afield by video.
Ready to chat?
Let’s start with a conversation.
We’ll chat through your goals, your current setup and whether we’re the right fit. No pressure, no pitch.
- Call02 8556 8605
- Email[email protected]
- VisitThe Promenade, Level 1, 2–6 Kingsway, Cronulla NSW 2230
- HoursWeekdays, 8am–5pm