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Our Story
Nikki Zammit DipPFS
Founder & Director
Realise Wealth Management began in 2021 with a simple belief: financial planning works best when it’s personal, independent and rooted in long‑term relationships. I saw clients looking for something the big banks couldn’t offer, genuine relationships and advice shaped around their lives rather than sales targets. That’s the foundation the firm was built on, and it continues to guide everything we do.
With my first child on the way at the time, I also knew I wanted flexibility, for my
family and for the team I hoped to build. I didn’t want to miss sports days or
everyday moments that matter. Those family values became the foundation of
Realise Wealth Management and continue to guide how we support our clients and
each other.
We provide truly independent, regulated financial advice with no product bias that
helps individuals, families and business owners and organisations turn complex
financial decisions into clear, confident action. We feel privileged to support clients
through some of life’s most meaningful milestones: buying a first home, welcoming
a child, navigating education costs, growing a business, and preparing for
retirement.
I’d love to hear from you if you’d like to discuss your financial goals, or if you’re an
IFA looking to join a growing team.
