Working Towards
Financial Freedom

Welcome to Wealth Connect Financial Services

If you want to find the answers and make the most of your financial journey, it’s important to have an advisor who can help you along the way. That’s exactly what you can expect from Wealth Connect Financial Services - we will get to know you, understand how you see your future, and identify clear steps to help you plan for it on your terms.

Discover our services Request an appointment

We’re here to help you create the financial life you want.

The first step is our Initial meeting, where we ask a lot of questions, and identify where we may be able to add value to your situation. If we all agree that we can help, and you want to progress to the next stage, we would detail a fixed fee for our initial advice, and any structural changes we would propose.

What happens at a first meeting?

The purpose of the first meeting is for you to outline what type of advice you are looking for and what assistance you need so we can establish if and how we may be of assistance.

Some examples of work we carry out:

• Preparation of comprehensive financial plans and investment strategies
• Planning for clients in the years leading up to retirement
• Review of current superannuation and insurance arrangements

Take the next step and contact us today, you will be glad you did.

Meet with us

    A selection of our services.

    Whether you have a specific need such as looking for a better rate on your home loan, making sure your insurance cover meets your needs or you’re considering how to develop and implement a tailored retirement, wealth creation or wealth management plan, we can help.

    Financial Planning
    When it comes to financial planning our focus is to work with you to achieve your lifestyle and financial goals by helping you plan and take action to create, manage and protect your wealth.

    Superannuation Solutions
    Whether it’s through the assessment of fund managers or helping you establish and manage your own self-managed superannuation fund (SMSF), we can assist you regardless of what stage you are in life.

    Retirement Planning
    Our advice on retirement planning will assist you to ensure that your assets, capital and income streams outlive you, so that you have enough to live on in retirement.


    Our Strategic Partners.

    We selectively choose Alliance Partners in other industries that can assist you to implement the Financial Planning Advice we provide.

    home-connexion

    lucas-garner