Channel Wealth helps aspirational families grow and protect their wealth - with advice that is clear, structured, and built to grow with you.
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.
Life changes and so should your plan. We offer ongoing guidance that evolves with your life, goals, income, and priorities. No one size fits all solutions.
We focus on steady, practical steps that move you forward. Build wealth, reduce stress, and create options for your future - one decision at a time.
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.
We bring you together to agree on what you’re really trying to achieve. Not vague ambitions but concrete targets that guide every decision.
Turning endless financial chatter into a simple, actionable map that shows you exactly where to go next.
Assessing the smartest, most direct ways to reach your goals - so you stop wasting effort, time, and money.
Building assets and creating options in the future, giving you the flexibility to adjust as your circumstances and ambitions change.
Make smart, tax-savvy decisions that keep more in your pocket and compounding over time.
Designing passive income streams that will eventually replace your salary, so you can choose to work and live on your terms.
Channel Wealth is for people who want to turn financial uncertainty into clarity, and good intentions into a plan that actually works.
Know they should be doing more but are unsure what is the best way forward
Are earning good money but lack direction and purpose
Have built a healthy nest egg and need to replace their salary with passive income
Want advice that actually adapts with life, not just a one time fix
Prefer long term thinking over short term hype
Value honest conversations more than slick sales
We’ll chat through your goals, your current setup and whether we’re the right fit. No pressure, no pitch.
Real Conversations, Real Advice, Real Value
Hi, I’m Rory D’Agostino - founder, lead financial adviser, and someone who genuinely believes that great advice can change people’s lives. I’m a financial adviser who works with aspirational families juggling careers, family life, health, wellness 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 you're building wealth in your peak earning years or preparing for a confident, purpose filled retirement, my role is to simplify the complex, bring clarity to your decisions, and help you move forward with confidence.
I take a holistic approach - combining strategy, structure, technical expertise and action.
That means understanding not just your numbers, but your values, goals, and the life you want to lead. From building your assets, reducing tax, paying down debt and having enough money to take the family overseas without sacrificing your daily coffee. I tailor advice that’s practical, personal and always forward looking.
Outside the office, I’m an early riser, ocean swimmer and a family man. I understand the want to live a life with adventure and curiosity but also provide a secure and abundant life for the people I love. I believe in persistence, curiosity, and the power of small, consistent steps - financially and personally.
If you're ready to make smart decisions with your money and build a life you’re proud of, I’d love to help you get there.
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“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!”
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Discover how Alex turned a complex mix of income and goals into a clear, actionable plan for their family’s future.
Taylor shares how ongoing advice helped them balance career growth, family needs, and long-term security.
See how Morgan built a flexible, purpose-driven retirement strategy—without sacrificing today’s joys.
Jordan navigated a major life shift with support, structure, and a plan that adapted as their world evolved.
Ready to chat?
We’ll chat through your goals, your current setup and whether we’re the right fit.
No pressure, no pitch.
Share your questions or ideas anytime.
info@channelwealth.com.auWeekdays, 8am–5pm—let’s talk.
02 7209 0901Visit or book a remote session.
Level 2, 34 Banksia Road,