Our Mission
Helping People Make Confident Financial Decisions
Our mission is to help people make confident financial decisions and create lasting financial freedom.
About Cherokee Wealth
Strength, Wisdom, Prosperity.
Trusted, personalised financial guidance for individuals, families and businesses since 2002.
Our Journey
A Name Built Around Enduring Values
The Cherokee Wealth brand was established in 2002. During its creation, several names were considered, including Premier Wealth, Infinite Wealth and Summit Wealth. Ultimately, Cherokee Wealth stood apart because it felt authentic, memorable and grounded in meaningful values.
The name was inspired by qualities associated with strength, endurance, wisdom and legacy. It reflects a respect for resources, responsible stewardship and the importance of thinking beyond the present.
These principles continue to shape how we approach financial advice today: with integrity, careful consideration and a commitment to helping our clients build, protect and preserve their financial futures.
Our Vision
Transforming Lives Through Trusted Advice
Our vision is to transform lives through trusted financial advice and innovative wealth management solutions.
What Guides Us
The Values Behind Our Advice
Our values shape the way we work, the relationships we build and the standard of service we provide.
Integrity
We act honestly, ethically and transparently, always placing responsible advice at the centre of what we do.
Trust
We earn trust through consistency, open communication and advice our clients can rely on.
Accountability
We take responsibility for our actions, our recommendations and the service we provide.
Client First
Every client is different. We listen carefully and build our advice around their individual needs, priorities and goals.
Excellence
We hold ourselves to a high professional standard and continually look for ways to improve the value we provide.
Innovation
We embrace practical ideas, technology and solutions that make financial planning more effective and accessible.
Continuous Learning
We remain informed, curious and committed to developing our knowledge in an ever-changing financial environment.
Plan With Confidence
Let’s Plan Your Next Step
Speak to a Cherokee Wealth adviser about your financial goals and discover how personalised guidance can help you move forward with confidence.