Savoia Wealth

Advice that compounds, like the wealth it builds.

Strategy, investment and estate planning for individuals and families who want their wealth managed with judgment, not noise.

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Our approach

Considered, advice-led, and built around you.

We begin with your circumstances and goals — not a product shelf.

From investment strategy and retirement planning to estate and intergenerational wealth, every recommendation is one you will understand and own. Fiduciary by default, transparent on fees, and patient by design.

By the numbers
$100M+
Assets under advice
60+
Individuals & family groups advised
24
Institutional partners
10 yrs
Guiding wealth with purpose
What we invest in

Built around opportunity, balanced for resilience.

Infrastructure assets

Infrastructure assets

Real assets such as commercial property and infrastructure — consistent returns and inflation protection, identified across Australia and global markets.

Australian and international equities

Australian & international equities

Exposure to high-performing companies across Australia and global markets, with a focus on long-term capital growth and quality businesses.

Fixed income

Fixed income

A stable foundation through bond and income portfolios tailored to your risk profile — preserving capital while generating steady, predictable income.

Ethical and ESG investing

Ethical & ESG

Sustainable, well-governed portfolios that align your values with your wealth.

Alternatives and private markets

Alternatives & private markets

Selective access to private equity and private credit, beyond traditional asset classes.

Diversified multi-asset portfolios

Diversified multi-asset

Balance and resilience across equities, fixed income, property and alternatives.

Founder's message

Good advice should be as personal as the life you're building.

I founded Savoia Wealth to offer something different — a place where integrity, transparency and real relationships drive financial outcomes. Whether you're growing investments, planning for retirement, or protecting your family's future, our advice is tailored to you, not to templates or commissions.

Sage D'Costa — Founder & Principal Adviser
Our values

Integrity, conviction, synergy.

Integrity

Transparency, honesty and accountability — every recommendation aligned with your best interests.

Conviction

An unwavering commitment to excellence and the highest standards of professionalism.

Synergy

Success achieved together — relationships that grow and protect wealth across generations.

Savoia Finance

Looking for finance instead?

Home, commercial and asset finance — arranged around your goals, not the lender’s. Explore the other side of Savoia.

Explore Savoia Finance
Get in touch

Speak with Savoia Wealth.

Tell us a little about your goals and we’ll be in touch to arrange a conversation — there’s no cost or obligation for an initial discussion.

Address
Unit 3, 13–21 Vale Street, North Melbourne VIC 3051
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