About Wealth Financial Strategies

Wealth Financial Strategies specialises in Financial Planning advice that helps clients create and protect wealth. We are passionate about helping businesses and individuals achieve their financial and lifestyle goals. Our aim is to build long-term partnerships with our clients and assist them in building, protecting and managing their wealth and lifestyle for them and their families. So whether you are approaching retirement, starting a business, changing careers or moving from two incomes to one, we can help you.

We provide a range of strategies and services that can assist clients to achieve their goals including:

  • Advice on budgeting
  • Debt and cash flow management
  • Property investment
  • Tracking and consolidation of superannuation
  • Ensuring appropriate investment strategies and insurance requirements met inside and outside of super
  • Retirement planning

More specifically

At Wealth Financial Strategies, we service the financial planning needs of a wide range of clients, many of whom require advice on how to structure debt, debt repayment strategies and financing debt to increase cash flow. We also provide advice on property investment which can include the use of managed funds and the funding options available when purchasing direct property.

Wealth Financial Strategies also focusses on providing advice on consolidation of multiple superannuation funds, thereby reducing fund fees and charges. Through salary sacrifice and other tax efficient strategies, we assist clients to boost the long-term value of their super. Clients approaching retirement benefit from the advice we provide on tax effective transition to retirement strategies.

Wealth protection is another area of focus. This includes setting up Income Protection, Life Cover, Total & Permanent Disability Cover (TPD) and Trauma Cover. Premiums for these risk benefits, apart from Trauma Cover, can be paid from clients' super funds.

Our Mission

To provide pro-active advice to maximise opportunities available to you, our client. To this end, we will work with you to identify your lifestyle and personal circumstances important in developing a plan to create and protect wealth in a manner that is appropriate for you to achieve peace of mind. We will work with you to develop a mutually beneficial long-term relationship through regular, ongoing communication, thereby keeping you informed and helping you adapt to changing trends and circumstances that may impact your goals and objectives. We will carefully explain our fee structure before you proceed to ensure you understand the value of the services we provide.

For more information about us, including areas we specialise in, please download our Financial Services and Credit Guide/ Financial Services Guide.

 

Disclaimer

This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.