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Experience Wealth

  1. Port Melbourne
  2. Port Melbourne Finance

Reviews, get directions and contact details for Experience Wealth

About

The types of Goals we help our clients with include - Saving money, Buying 1st property, Starting a Family, Career Changes, Getting the right Home Loan, Paying off Debt, Building Wealth - feeling better about how they manage their money.

Story

Are you in your 20s, 30s or 40s and want to start making "smarter, more confident decisions around your money"? Well we can help - because that is what we help our clients do every day.

If you want to learn more about the process we have created - that we teach our clients - to help them make smarter, more confident financial decisions, then lets have a confidential phone catch to see if we can help you.

Book a time on the following link https://www.timetrade.com/book/N52FH or alternatively email [email protected]

From Steve and the team at Experience Wealth


General Advice Warning

Experience Wealth Pty Ltd holds it's own Australian Financial Services Licence (t/as Black Sheep Advisers AFSL 480021). Experience Wealth Pty Ltd is an ASIC Authorised Credit Rep (CR No. 367393) of Australian Finance Group Ltd (ACL 389087).

This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, you should consider whether the information is appropriate in light of your particular objectives, financial situation and needs.



"Your unapologetically real money coaches"
Address: 311/120 Bay St, Port Melbourne VIC 3207, Australia
Phone: (03) 9646 5252
ua.moc.htlaewecneirepxe@ecivda
State: Victoria
City: Port Melbourne
Zip Code: 3207


Opening Hours

Monday: 9:00 AM – 5:00 PM
Tuesday: 9:00 AM – 5:00 PM
Wednesday: 9:00 AM – 5:00 PM
Thursday: 9:00 AM – 5:00 PM
Friday: 9:00 AM – 5:00 PM
Saturday: Closed
Sunday: Closed

Update Info

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Reviews
I've been with Experience Wealth for 10 years now and do not know where I'd be without their expertise and advice over the years. I came to them in debt and with absolutely no idea how much money I was spending. I'm now a lot more conscious of how I spend and save but at the same time still manage to enjoy holidays and some luxury items within reason. I also have the confidence that I'm adequately covered by my insurance policies and I'm getting the best possible deals. The whole team are so supportive and empathetic, understanding the needs of younger professionals. Highly recommend!
Personal financial advice that is tailored to your values and short, medium and long term objectives. The Experience Wealth team genuinely get to know you, your life, your ambitions and tailor their approach based on this. Their advice is not judgemental, overly conservative or too risky - it's sound and specific to you. I've worked with EW for about 7 years - they are great people that really care about their clients.
Fantastic company to work with. Experience Wealth made the process of purchasing our first home stress less and achievable. Experience Wealth gave us plenty of options accompanied with expert knowledge. Would highly recommend to all of families and friends.
The team at Experience Wealth are amazing. They have a modern approach to financial planning and are always available to help assist with financial and lifestyle decisions. No ask is too big - you truly feel like they are a partner and advisor in some of your biggest life choices. Chris in particular is a superstar!!!
As a young family, Experience Wealth has been our saviours when adjusting our finances to our current situation, whilst also planning for our future! Their expertise, professionalism and service is outstanding and I highly recommend becoming part of the Experience Wealth family!
The team at Experience Wealth continue to be such an integral part of our success. Over the past 7 years we have grown through life stages and changing scenarios where they continue to demonstrate not only their experience, but their care. We're so excited to share our future with the team at Experience Wealth.
The guys at Experience Wealth are great Financial Planners and Mortgage Brokers, they have helped us purchase our own home, plan for our baby and help us control our spending! Keep up the great work guys.
I was recommended to Bret and was not disappointed. His attention to detail and ease of communication in our dealings were both excellent. I felt supported throughout and would not hesitate in recommending Bret to others. Thanks for all your help.
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