At Renaissance Wealth Advisors, we are building a legacy of long-term trust

Who We Are

Renaissance Wealth Advisors is a boutique wealth management and financial planning firm. We assist in achieving financial goals and objectives through tailored financial advice and services.

Working alongside leading financial institutions, we can provide you with access to a diverse range of investment strategies and products, offering flexible investment solutions and platforms for ease of reporting and administration

Our Philosophy

Our passion is to ensure you are upholding a better lifestyle through personalised investment strategies.

Renaissance focuses on adaptive investment strategies made for you and the ever changing business of social, environmental and technological advancements

"It is not the strongest that survives, nor the most intelligent, but the one most responsive to change" - Darwin

History

2003 - Hau Lam and Ivan Lim decided to leave Ord Minnett and formed a financial firm. The firm first traded and was licensed under Garrisons Financial Planning, a subsidiary of Challenger Financial Services Group.

2005 - Garrisons Financial Planning was taken over by Genesys Wealth, a subsidiary of AXA Financial Planning (now AMP Financial Planning). While trading under AXA Financial Planning, this lead to a new partnership with Greg Shapkaitz for two years. Greg went on to join AMP as the National Sales Manager for the AMP Superannuation Products and Services division.

2007 - The firm withdrew from AXA Financial Planning and obtained their own Australian Financial Services Licence (ASFL no. 308297), establishing Renaissance Wealth Advisors Pty Limited

2012 - Renaissance started their SMSF administration in a partnership with Reset Group Chartered Accountants and offered this to our clients

2014 - Renaissance took full operational control of SMSF administration, which was later rebranded to CubeSuper