About Us
Who We Are
Vella Wealth is a privately owned, Toowoomba-based financial advisory and wealth management firm serving clients around Australia. Led by Robbie Vella, a financial advisor with 13 years of industry experience, we provide outstanding service and high quality, expert advice at an affordable price. Our aim is to empower our clients to live comfortably through every life stage by growing and protecting their wealth so that they can achieve financial freedom and fulfill their unique personal aspirations. We do this by providing holistic advice across all areas of financial planning including superannuation and self-managed super funds (SMSF), retirement planning, investments, insurance, debt management, estate planning, aged care and Centrelink assistance.
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Our expertise equips us to help clients balance competing priorities and goals while extracting the best value from every dollar they have available to grow their wealth.
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We value professionalism and knowledge and believe that everyone deserves the opportunity to benefit from good financial advice. As such, our fees are designed to be as accessible and affordable as possible. Our client relationships are personal, never just transactional, and we seek to build connections that go beyond numbers and financial projections while demonstrating kindness and respect in all interactions.
Our Values
Connection and Support​
​We seek to get to know our clients personally and connect in a way that goes beyond numbers and financial projections. We love supporting our clients through the various seasons of life, hearing about how things are going at work, getting the latest updates on what the kids are up to, and even living vicariously through clients’ adventures abroad. We believe that client relationships should be personal, never just transactional.
Professionalism and Knowledge
​With 13 years financial planning experience, including work for some of the largest financial advisory firms in Australia, managing hundreds of millions of dollars, we are proud to be able to support our clients with our extensive industry knowledge and technical expertise. We aim to deliver all our services to the highest standard of professionalism and exceed expectations at every opportunity.​
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Accessibility and Affordability
We believe that everyone deserves the opportunity to benefit from good financial advice. All our clients, regardless of their current position, can feel confident that they are receiving expert support to reach their financial goals, at an affordable price point. We don’t expect clients to know the ins and outs of financial planning, so we take the time to explain our recommendations and facilitate informed decision making.
Kindness and Respect
Holding these tenets in high esteem, we strive to treat all with whom our paths cross with kindness and respect. We place understanding and compassion at the forefront when dealing with clients, prospects, industry colleagues and suppliers. We value other people’s experiences and aspirations and respect their time by being responsive and prompt in our communications.