Prepare for tomorrow, make the most of today.

Financial advice to help you manage, grow and protect your wealth.

Advice that makes a difference.

A financial plan is about more than just money. It’s about freely living your life without worrying about your finances. It’s confidence and excitement about your future.
It’s leaving a legacy for the next generation.

At Involve Wealth we help you navigate your financial life.

Stress less. Take Control. Plan Ahead.

How we can help

At Involve Wealth, our goal is to help you reach your potential, whether you are just getting started, building your wealth, preparing for retirement or enjoying life after work.

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GET STARTED AND SET YOUR FAMILY UP FOR SUCCESS
You want to buy your dream home, expand your family and grow your wealth.
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BUILD WEALTH AND PURSUE YOUR GOALS
It’s time to pay down debt, protect your wealth and grow your assets.
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PREPARE FOR RETIREMENT AND BEYOND
You want to be confident that you will have enough money to enjoy life after work.
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MAKE THE MOST OF RETIREMENT
You would like to leave a legacy for your kids and ensure you don’t run out of money.

We make the complex simple.

Your local financial partners

At Involve Wealth, we believe in providing a holistic approach to financial advice, tailored to each client. Our advice is practical and easy-to-understand to help you achieve your financial and personal goals both now and over the long-term

5 Steps To Mastering Your Money

In this free ebook we share 5 important steps to help you be the boss of your money.

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Kind words from our clients

Insights

View our latest newsletter and register to receive the latest financial and lifestyle articles.

Ben Hornsey

Financial Adviser

When you meet me, Ben Hornsey, Principal of Involve Wealth, you’ll quickly understand why so many of my clients come through referrals. I’m friendly and approachable, yet highly professional and experienced. I know that financial planning can be daunting and unfamiliar, so I tailor my approach to address your individual concerns.

With over 10 years of experience in financial planning, I founded my firm in Hobart, specializing in superannuation, retirement planning and pensions, Centrelink, investments, and insurance. As a small business, I ensure that you will always deal directly with me, not passed off to another adviser like in larger practices. I maintain a strong network of professional advisors, including accountants, solicitors, and mortgage brokers, allowing me to provide timely, tailored, and professional care to my clients. Whether you’re dealing with basic budgeting concerns or complex business owner retirement plans, I’m here to help.

I live a fit and healthy lifestyle, balancing exercise and golf with my work commitments. I understand that life isn’t confined to a 9-5 schedule, so I’m happy to balance family time during the day with client appointments outside of traditional hours. This approach is a win/win for many of my clients.

Jess Hornsey

Paraplanner/Client Services Officer

I have been in the financial services industry since 2018 and am the go-to person in the office for client administrative assistance. I prepare all of the advice documents and handle implementation, so you will get to know me during the process. I have also been dealing with Centrelink for many years and take pride in fixing clients’ positions to ensure they don’t have to stress about it. While being on hold with Centrelink isn’t my favourite part of the job, the relief in clients’ voices when I tell them it’s sorted brings me happiness in my work.

To escape the office, I enjoy workouts in the gym or spending time with my family and friends. In my downtime, I make sure Ben is taken care of once my daughter Ava is happy.

Jane Brown

Head Accountant

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Sample Someone

Director

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