FINANCIAL ADVICE FOR EVERYDAY AUSTRALIANS
Financial advice that grows with you.
Working hard but still feel like you should be further ahead? We build a clear plan that fits your life and helps you level up, one step at a time.
No Jargon - No Judgment - No Pressure
What you can count on
Plans built around your life
Advice shaped by your goals and circumstances, never an off-the-shelf template.
Transparent, fixed fees
A clear price agreed upfront, so you always know exactly what you're paying.
Always in your corner
Privately owned, with no big institution behind us, so our recommendations only answer to you.
Everything that matters, in one plan.
HOW WE HELP
From your first home to a comfortable retirement, we bring every part of your financial life together, so the pieces work for you, not against each other.
Investing & Wealth
Build long-term wealth with a strategy matched to your timeline and comfort with risk.
Property
Know what's possible, when, and how to get into your first or next home.
Insurance & Protection
Protect your income and the people who rely on it, without overpaying.
Cashflow & Budgeting
Take control of money in and out, and spend with confidence, guilt-free.
Super & Retirement
Make your super work harder so future-you is well looked after.
Tax Strategy
Keep more of what you earn with smart, legitimate tax structuring.
A simple path, six clear steps.
OUR APPROACH
No overwhelm and no guesswork. Here's exactly what working together looks like.
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Whether you've found us online, called us, or been referred by a client, our first conversation is about understanding what you need. We'll have a quick 15-minute call to find out what you're looking for and what financial challenges you want to solve.
You'll also find out whether Level Up Wealth is the right fit. We provide holistic, goals-based advice, not cookie-cutter solutions. If we can't help, we'll point you to someone who can.
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Your Discovery session is completely free, we cover the cost of this 90-minute meeting. We'll ask you to share some personal and financial information beforehand so we can make it as useful as possible.
We'll talk about your goals, lifestyle, future plans and current situation. We'll walk you through how we build strategies and give you a transparent breakdown of what moving forward looks like.
You'll leave with a sense of what's possible, a roadmap to your priorities, and real clarity about your financial future.
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This is where the real work happens. We research and compare options, fine-tune strategies, and build a plan designed around your life, not a generic template. You get tax planning, insurance coverage, and a tailored wealth strategies.
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The most exciting step. We walk you through your complete financial plan in plain English, no jargon, no confusion. We'll show you exactly what the plan achieves, why we've made each recommendation, and what the journey ahead looks like.
Take your time, ask every question you have, and take the plan home to review. We want you to feel completely confident before taking any next step.
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Once you're ready to move forward, we get started immediately. There's some paperwork involved, but we make it as painless as possible.
From paperwork to full implementation typically takes 1–3 months.
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This is where the long-term work pays off. We're available whenever you have questions about financial decisions or need to respond to life changes. Each year, or more often if needed, we complete a full review of your financial situation to make sure you're on track.
As your goals evolve, your plan evolves with them.
Advice that feels like it's actually for you.
WHY LEVEL UP WEALTH
Money is emotional and personal. We're a partner, not just a service, here to make you feel capable and in control at every step.
Clear
We explain things simply. No jargon, just straight answers.
Confident
We make recommendations, not vague suggestions. We take a position and back it.
Human
Money is personal. We talk to you like a partner, never a demographic.
The person behind your plan.
MEET YOUR ADVISER
No call centres, no hand-offs. Just one adviser who knows your name and your situation, from the first call onward.
Scott Oudendyk-Slor
FOUNDER AND FINANCIAL ADVISER
Scott started Level Up Wealth because he got tired of watching everyday Australians get underwhelmed by their financial advice, generic strategies, product-driven recommendations, and advisers they barely saw after signing the paperwork.
He believes most Australians deserve better. So he built a practice around giving them it.
Every client works directly with Scott, from the first call to ongoing advice. No hand-offs, no product flog. Just honest advice built around your actual life.
With 7 years in financial planning, Scott has worked with clients at every stage, from those just starting out to those enjoying retirement. He holds a Master of Financial Planning and is a member of the FAAA (Financial Advice Association Australia, the industry's peak professional body). He measures his success by one thing: whether his clients are genuinely better off.
Outside work, Scott is a former high-level basketball player still chasing his glory days, a recreational CrossFitter, a husband and father to twin boys.
Real people, invested in your outcome.
WHAT DRIVES US
Level Up Wealth is deliberately small, one adviser, so you always deal with a face you know, and experienced enough to handle whatever your financial life throws at you.
Straight talking
We say what we mean and mean what we say, even when it’s not what you want to hear.
Accountable
We track outcomes, not just advice given, we want to see you actually get ahead.
Genuinely curious
We ask questions because we actually want to understand your life, not tick a box
Always learning
Markets, rules and strategies change. We stay sharp so you don’t have to.
Real people, levelling up.
“For the first time I actually understand where my money goes, and where it’s going next.”
“They cut the jargon and gave me a plan I could actually follow. I finally feel in control.”
“I went from no plan to a clear path to retiring on my terms. Wish I’d called sooner.”
Our fees are always clear & transparent
FINANCIAL PLANNING FEES
Good financial advice is an investment, and we make sure it pays off. Our fees are transparent, and we're committed to delivering value that far outweighs what you pay.
You'll get a clear fee quote at the end of your first consultation, with no obligation to proceed.
We've designed our advice to be accessible to everyday Australians. Depending on your situation, fees can be paid from your superannuation or your cashflow, and in some cases they may be tax-deductible where advice relates to tax planning or generating taxable income.
We do not accept conflicted remuneration, and receive no commissions on superannuation or investments (we do receive commissions on certain life insurance products).
Breaking down our fees
Our fees are tailored to your situation but always follow a clear structure, based on the different stages of work we do together.
Most clients have two fee components, an upfront implementation fee and an ongoing service fee. Both depend on the complexity of your situation and what your plan requires.
No hidden fees. You'll receive a detailed fee schedule you can refer to at any time.
Set Up
A one-off fee
Once you decide to become a client, we get to work. This covers all the initial research and planning, setting up your accounts, investments, superannuation, and any other agreed strategies.
The fee depends on the complexity of your situation. Part of it may be tax-deductible, and some can be paid from your superannuation.
Ongoing Advice
Always in your corner
After we set up your plan, we keep it on track. This includes managing your investments and strategies as your life evolves.
At least once a year, we meet for a full review of your progress and talk through any changes needed.
Move forward knowing you will always have a financial professional in your corner.
The value of advice
Good financial advice is about more than money. It helps you focus on what matters most to you and your family, and gives you the clarity and confidence to use your money to build the life you want.
So what's the actual value of advice? Our fees should be far outweighed by the impact we have on your life and finances, both in real dollar terms and in peace of mind.
Our services are backed by a network of trusted complementary service providers. Your adviser acts as a project manager, bringing in additional expertise when it's needed.
Ongoing service is renewed each 12 months, but you can change or exit the arrangement at any time.
On an ongoing basis, we:
Monitor and adapt your plan to legislative changes, market shifts, and changes in your circumstances
Provide accountability and support to help you reach your goals
Update your strategy as you hit financial milestones
Answer your questions and help with day-to-day financial decisions
Manage your investments, including rebalancing
GOOD TO KNOW
Questions, answered.
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You can, there's no shortage of articles, calculators, and videos out there. The hard part isn't finding information; it's knowing how it applies to your specific income, goals, tax position, and family situation, and then actually doing something about it.
That's where we come in. We cut through the noise, build a strategy around your unique individual circumstances, and make sure it gets implemented rather than sitting in a browser tab you meant to revisit.
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There isn’t one. We work with everyday Australians across a real range of ages and stages, from people getting their first plan in place to those fine-tuning the run into retirement. What they share is wanting clarity and a partner to help them get ahead.
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We charge transparent, fixed fees agreed upfront. No asset-based fees or kickbacks. After your free intro call we'll quote a clear price based on what you actually need, so there are no surprises.
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No. Level Up Wealth is privately owned. No big institution dictates the advice we give or the solutions we use, which means our recommendations are built around you, not a product shelf.
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No. We can use products from across the market, with strict quality controls. We recommend the best fit for your situation rather than whatever pays us.
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We focus on financial advice, planning and money coaching. We don't do tax returns, mortgages or legal work ourselves, but we have a trusted network of professionals we can introduce you to when you need them.
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We don’t lodge tax returns, but tax is part of every strategy we build. When we help you invest, buy property or grow your super, we make sure it’s done tax-effectively and partner with accountants for any formal tax advice.
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No. The best time to get a plan was ten years ago, the next best time is now. Small, smart steps early make a big difference later. We help you get the most out of where you are right now.
Ready to take the first step?
LET’S CHAT
Book your no-obligation discovery session and find out what's possible for you.
CALL
0466 441 061
hello@levelupwealth.com.au
VISIT
Online or in person — we're based on the beautiful Sunshine Coast.