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  +61 3 5366 0700  hello@360one.com.au

360 ONE WEALTH

Grow, protect + sustain your wealth

Investment strategy, super planning including SMSF, insurance + risk with the long view on retirement. Built around your life and what matters most to you.
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Discovery Call
01 → Discovery
We take the time to understand your business properly. Your structure, your goals, your pressure points. Most clients tell us this first conversation alone surfaces things their previous advisor never asked about.
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02 → Strategy
We build a tailored plan. Compliance obligations, tax position, reporting framework, and a 12 month strategic roadmap aligned to your goals. Everything connected, nothing working against itself.
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03 → Partnership
Ongoing and proactive. We check in regularly, surface issues early, and adjust your strategy as your business evolves. You are in the rhythm year round, not waiting until June for the next conversation.
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WEALTH, ON PURPOSE

Build wealth on purpose, guided by experts

Most people accumulate wealth reactively. Saving what is left at the end of the month. Investing when they get around to it. Hoping it adds up.

At 360 ONE Wealth, we help you build it deliberately. With a clear strategy, the right structures, and advice that connects your business success to your personal financial future. Because wealth is rarely about what you earn. It is about what you keep, what you grow, and what you eventually pass on.

For business owners, the line between business finances and personal finances is rarely clean. Decisions made inside your business, how you pay yourself, how you structure your entities, when you draw dividends, have a direct impact on your personal wealth position. We treat them as one integrated picture.

Established 2007
Xero Platinum Partners
Bacchus Marsh Based
Clients Australia Wide
OUR WEALTH SERVICES

A complete approach to building + protecting your wealth

Strategies to maximise your superannuation and build a stronger foundation for retirement. Including full SMSF setup, administration, compliance, audit coordination and strategic investment support.
The right cover to protect your income, your family and your assets. Considered, fit for purpose, without complexity.
A clear plan for the lifestyle you want, built on the wealth you have worked to create. Practical timelines, achievable targets, and the structures to support it.
We work with you to build a personalised wealth strategy, identifying the most effective ways to accumulate assets, reduce tax, and grow your net worth over time, inside and outside your business.
Proactive tax planning that goes beyond minimising your annual bill. We look at how your income, investments and business structures interact, and find legal, sustainable ways to keep more of what you earn.
Connecting your wealth plan with your estate plan, so your investment decisions today support the legacy you are building for tomorrow. We work through wills, testamentary trusts, powers of attorney and succession planning to ensure your wishes are carried out and your estate is protected.
Where specialist financial planning advice is required, including licensed investment advice and insurance, we work closely with trusted referral partners to ensure you receive holistic, coordinated support. (Details available on request)
Helping you hold investments in the right structures, trusts, companies, super, to protect assets, manage risk and optimise your tax position across your portfolio.
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INTEGRATED ADVICE

One team, one plan, complete clarity

When most people deal with their accountant, their financial planner, and their lawyer in three separate conversations – information gets lost, opportunities get missed and strategies can conflict with each other without anyone realising.

At 360 ONE Wealth, your wealth planning goals and team are managed cohesively alongside your tax, your business and your succession. Every conversation is informed by the complete picture. Every recommendation accounts for the rest of your financial life.

The fragmented approach
  • Your accountant files your return
  • Your financial planner manages your investments
  • Your lawyer updates your will
  • Each one holds part of the picture
  • You connect the dots between them
The 360 ONE approach
  • Your tax position informs your investment strategy
  • Your super integrates with your estate plan
  • Your business structure aligns with your personal wealth goals
  • One team holds the complete picture
  • You make decisions with full clarity
Discovery Call
OUR APPROACH

The 1% way. Consistent, disciplined growth strategies

Wealth is built through patience, precision and a clear plan. We partner with you to make steady, informed decisions that strengthen your financial position over time.
Explore the 1% Hub

01. UNDERSTAND

We start with a complete picture of where you are today. Assets, liabilities, income, tax position, super, estate and business structure. Most clients are surprised by what this review surfaces.

02. STRATEGY

We develop a personalised wealth strategy that integrates every element of your financial life. A specific roadmap built around your goals, your timeline and your appetite for risk.

03. REVIEW + EVOLVE

Your strategy moves with you. We review it regularly and adjust as your life and business change. New assets, life events, shifts in income, approaching retirement.

SELF MANAGED SUPER

Your super + our expertise = Compliant + Compounding

A self managed super fund gives you control over how your retirement wealth is built and invested. With over 600,000 SMSFs operating in Australia, they are relatively common. Common does not mean simple, though. The rules are complex, the compliance obligations are real, and the cost of getting it wrong can erode the very wealth you are working to protect. At 360 ONE Wealth, we work with SMSF trustees at every stage. From establishing a new fund through to ongoing SMSF administration, SMSF compliance, SMSF audit coordination and SMSF strategic planning. We bring the technical expertise and the strategic thinking, so you can focus on the bigger picture.
OUR SMSF SERVICES

Everything you need to start, manage + expand your SMSF

Full SMSF setup including trust deed preparation, trustee structure, ATO registration and bank account establishment, so your fund is ready from day one.
Accurate, up to date fund records, member statements, investment registers and transaction reconciliation, kept in order all year round.
End to end preparation and lodgement of your SMSF annual return and financial statements, with every compliance obligation met on time.
Coordination with approved SMSF auditors on your behalf, managing the documentation and communication to keep your fund audit ready.
A documented, considered investment strategy that reflects your goals and meets compliance requirements, reviewed and refined as your circumstances evolve.
MELBOURNE WEALTH ADVISORS

Why our clients come back, year after year

My deepest gratitude for the exceptional service you have provided over the past five years. Your expertise, diligence, and commitment have been instrumental in the smooth financial management of both my business and personal affairs. Your guidance has been invaluable, and I have always appreciated your professionalism and responsiveness.

Lazar Savic

Customer

Krushang and the team from Devenny Payne have by far been the most helpful, caring and attentive accounting firm we have worked with. Highly knowledgeable and genuinely wanting the best for the clients I cannot recommend them enough.

Iliano Ciardiello

Customer

When we moved to Ballarat we was looking for an accountant to assist us with our tax return for ITR, rental and CGT.
It’s been 2 years since we engaged with Devenny Payne Taxation & Business Services and we are pleased to say we are very impressed by their professionalism and willingness to support and assist their clients achieve the best possible outcome from their tax returns.
We highly recommend their services which is of top notch quality and a great value for money.
Thank you James, we will definitely be returning back.

Gracie KD

Customer

Had a fantastic experience with Patricia, James and the team. They have helped us over the last few months with finalising a Deceased Estate and have made the whole experience easy and stress free. We would definitely recommend them for their hard work and efforts and will be returning!

Rebecca Cassar

Customer

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SUPPORTING GENERATIONS

You can start creating wealth plans for your future generations. Starting today.

One of the greatest privileges of our work is partnering with second and third generations of the same families. We look at the people who matter to you alongside the financial picture itself. Your partner. Your children. The generations that follow.

True wealth is about continuity, stability, and the confidence that what you have built will support the people you love.

We support young adults stepping into:

  • Businesses they are inheriting
  • Properties they are taking responsibility for
  • Wealth they are now custodians of
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Your Legacy

You have built something valuable, now let it work for you

Clients don’t always come to us knowing how they want to manage their financial assets, they are typically business owners and professionals who have reached the point where they are earning well, but suspect their money is not working as hard as they are. They are thinking about the future. Retirement. Leaving something meaningful for their family. Selling the business one day. Simply having more freedom sooner.

They are not necessarily looking for a financial planner in the traditional sense. They want someone who understands their business, knows their tax position, and connects those dots into a wealth strategy that actually makes sense for their life.

If you are at that stage, or close to it, a conversation is worth having.

Discovery Call
BEYOND WEALTH

360° Service Offering

Wealth is just one of our connected divisions at 360 ONE. Your wealth and SMSF work is fully integrated with the team handling your accounting, your advisory needs, your books and your succession planning. One team, one plan, one complete view.

The business decisions that drive personal wealth outcomes.

  • Business strategy
  • Structure and entity advice
  • Growth planning
  • Performance reviews
  • Cash flow modelling

The tax position that underpins your wealth strategy.

  • Tax position planning
  • Individual tax returns
  • SMSF accounting
  • Capital gains advice
  • Compliance and lodgement

Protecting the wealth you are working hard to build.

  • Estate planning
  • Asset protection
  • Business succession
  • Wealth transfer
  • Generational planning

The clean data that informs every financial decision.

  • Xero setup and training
  • Bookkeeping support
  • Payroll management
  • Financial reporting
  • Systems optimisation

Important Information
The information on this page is general in nature and is provided for educational and informational purposes only. It does not constitute personal financial product advice and has been prepared without taking into account your individual objectives, financial situation or needs. 360 ONE is not a licensed financial adviser and does not provide personal financial product advice, investment advice, insurance advice, or advice on the acquisition or disposal of financial products. Where licensed advice of this nature is required, we work alongside trusted referral partners who hold the appropriate Australian Financial Services Licence (AFSL) and can provide advice tailored to your circumstances. Before acting on any of the information provided, you should consider whether it is appropriate to your individual objectives, financial situation and needs. Where relevant, you should obtain and consider the relevant Product Disclosure Statement (PDS) and seek advice from a licensed financial adviser before making any financial decisions. 360 ONE provides SMSF accounting, administration, compliance and audit coordination services. Personal advice on the establishment or operation of an SMSF, and advice on the acquisition or disposal of financial products held within an SMSF, requires an Australian Financial Services Licence. Where this advice is required, we work alongside licensed referral partners. The information on this page is general in nature only.
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