Expert Wealth

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How can we help you

Please select the areas you are interested in:

InsuranceLife Insurance, Income Protection, Trauma or Total Permanent disability insurance. Reviewing your existing cover or obtaining new cover.
Estate PlanningPeace of mind. The process of arranging your affairs now to ensure an efficient and effective distribution of your estate after your death.
SuperannuationTailoring a superannuation strategy that aligns with your retirement objectives. Optimising contributions, consolidating multiple superannuation accounts to reduce fees and ensuring your investment choices align with your risk tolerance/profile.
Build WealthA customised wealth creation plan. Identify areas for improvement by looking into income, expenses, assets, and liabilities.
PropertyYou are looking to purchase a property as an investment.
Debt ManagementAnalyse your financial metrics for expense reduction to maximise your savings potential.
LendingUnderstand which lender, loan and structure is right for you. What the purpose of the loan is and what lending options are available to you.
Retirement PlanningSecure a comfortable retirement. Review your goals and objectives and create a tailored plan to achieve them.

, your financial journey starts here!

To book a meeting with an expert, we need you complete a more comprehensive assessment.
This makes our discussion efficient, informative and on-point with some personalised options for you to consider.

Protect

Planning for the best includes preparing for the unexpected. Obtain peace of mind by knowing that you and your loved ones are covered.

No Advice Fee*

Start

Is your super performing? Does your insurance cover your current lifestyle? We can tailor a package just for you.

$1,950

Grow

Want to know how much wealth you can have and the changes needed to attain it? Our comprehensive modelling achieves this.

$2,450

Enjoy

Planning for, transitioning or currently retired? Our comprehensive modelling and strategies details exactly what you can achieve out of your ideal retirement.

$2,950

Fees listed above are upfront advice fees and are based on time, complexity and value added. Additional fees may apply (ie admin, implementation, additional services not listed etc) and be will included in your statement of advice for your approval prior to implementing. *No upfront advice fee is paid for insurance only advice. We may receive brokerage from an insurer.