Helping Victorians grow, safeguard and enjoy their wealth since 1993.

Why we do what we do.

We’ve seen it time and again — smart, successful people with good incomes and growing assets still feeling unsure about their financial future. Not because they’re careless, but because life’s busy and the financial landscape is noisy.

The team at Atkinson Saynor Private Wealth is here to quiet the noise, organise the chaos, and give you clear direction for your wealth - so every decision feels calm, connected, and purposeful.

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Proud of our past.

It all started back in 1993 when Steve Atkinson founded Atkinson & Associates. From humble beginnings, Steve grew the firm into a respected financial planning business with a reputation for grounded advice and strong relationships.

By 2007, it became Atkinson Financial Planning — a trusted name for wealth advice across Victoria.

In 2023, Steve passed the reins to his long-time General Manager, David Saynor, and we became Atkinson Saynor Private Wealth (ASPW).

David had worked alongside Steve for two decades, not only mastering the technical side of financial planning but also embracing the values that truly matter: trust, care and accuracy.

Eyes on the future.

The world is changing fast - and so are our clients’ lives.

We’re building on decades of trust, continuously sharpening our thinking and embracing the tools that make advice more relevant, timely and easy to act on.