The Wealth Centre

About

The Wealth Centre takes a truly holistic approach to Finance. We recognise the importance of you and all your financial advisors being on the same page.

Story

The Wealth Centre takes a truly holistic approach to Finance. We recognise the importance of you and all your financial advisors being on the same page when it comes to successfully developing, implementing and protecting your wealth.

At The Wealth Centre we have all your financial advisors in one location… advisors who know each other and work well together to provide you with consistent advice and co-ordinated support for your financial future.

Together “The Wealth Centre Team ” coordinates all your financial needs, stores your documents and manages your appointments so that you don’t need to explain to each of your financial advisors what you want and how you would like to achieve it.

At The Wealth Centre we can help you with all your Financial Broking, Mortgage Broking, Accounting, Financial Planning, Estate Planning, investing, property investing and Insurance.

You don’t need to take multiple days off work or travel to different offices, we have all of your financial team, products and services together under the one roof!

And what’s more…all initial consultations with our advisors are free of charge.

Mission

We’ll get your finances in order and then keep them in order!

Products

Mortgage Broking, personal, investment & business loan
Financial Planning, superannuation consolidation, self manages super funds, income protection, life insurance, retirement planning, tax returns, SMSF auditing, business & tax planning, GST advice, bookkeeping, Wills and Estate planning, property law and settlements, technology law, property investment strategy, wealth building, tax minimisation, maximising cash flow, property selection, depreciation schedule, property management, SMSF investment strategy, General Insurance, workers compensation, business insurance, public liability, professional indeminity