The Ferizis Group

Our Services

Solutions across the full range of wealth services.

We help people across a range of disciplines.

The Ferizis Group areas of expertise include:


Wealth Advice

  • Wealth Creation
  • Personalised Investment Portfolios
  • Retirement Planning and Superannuation
  • Intergenerational Wealth
  • Personal Protection
  • Personal Cash Flow and Lifestyle


  • Accounting and Tax Reporting
  • Business and Entity Tax Preparation
  • Business Advice and Structuring
  • Cash Flow and Probability Analysis
  • SMSF Advice and Establishment
  • SMSF Tax Preparation and Compliance
  • Strata Management Returns & Audits
  • Strategic Planning
  • Succession Planning

Mortgage Solutions

  • Home Purchases
  • Investment Purchases
  • Commercial Lending
  • Asset Finance
  • Trade Finance
  • Pre-approvals

How It Works

We keep the process simple, independent of the complexity of your finances.


An initial conversation to understand more about your specific situation and how we can help you progress towards your goals.


A more in depth meeting where we outline the specific strategies that enable you to achieve your goals and answer your questions.


If you decide to proceed with the strategies, we help you every step of the way. We will continue to fine tune your strategies over time.