WE. SMSF
Part of the Wealth Effect Group of Companies
Contact
1300 459 101
FINANCIAL PLANNING, WEALTH MANAGEMENT & ADVICE
You’ve earned the dollars, now watch them grow.
WE.
WE. are here for you
We'll take care of everything for you.
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From admin, designing all of your strategies to managing the implementation of everything, we do it all
Connect with expert advisers
This means you will always have a dedicated adviser on hand who knows you and your situation intimately.
Tailored proactive advice
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Because we work with families, we are always learning new insights to share with you
All your finances tracked & monitored
We use the latest technology so we have all your financials monitored, consolidated and in one place.
Your investment strategy reviewed regularly
Reviewing your past 12-month strategy and, accordingly, then planning for the next year are critical to the way we work.
Minimal out of pocket expenses
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The majority of our clients pay our fees from their super, which most super funds allow.
Let Me Help You.
We love putting people back in control of their money, and we're here to help you do just that. At WE SMSF, we're the go-to SMSF specialists that even other professionals turn to for help and guidance. This blog is designed to give you a glimpse of the strategies and structures available to help you achieve a substantially self-funded retirement, fulfilling your dreams and aspirations.
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We understand that the world of SMSFs can be daunting, filled with complicated jargon and endless paperwork. It's no wonder so many people feel overwhelmed and end up doing nothing. But that's where we come in. We cut through the red tape and guide you through the entire process, step by step, explaining everything in plain English (often with an Irish accent!).
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Let us simplify the complexities and put you back in control of your financial future. Reach out to us today, and let's embark on this journey together!
Who is Your SMSF Advisers
Andre Dirckze, known as "The SMSF Adviser," is a Financial Planner and SMSF Expert.
As the Founder and Chief Executive Officer of Wealth Effect Group, Andre has established progressive financial hubs in Melbourne and recently launched a Private Wealth business, WE Private, on the Gold Coast. He has also successfully initiated WE Mortgage Solutions and WE Love SMSF.
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Wealth Effect Group is a family business backed by an experienced team with over 45 years of collective expertise. They serve national clients, helping individuals take control of their finances and savings to plan for their short, medium, and long-term futures.
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For more information, visit www.wealtheffectgroup.com.au or contact our office at 1300 459 101 to book an appointment at our Melbourne or Gold Coast office. If you need to speak with us sooner, schedule a Teams or Zoom meeting.
Case Study - Pre-Retirees
Jamie and Marion, a couple in their mid-fifties, sought financial guidance as they prepared for their retirement. Their situation was marked by considerable complexity due to the voluntary redundancy packages they had received. They hoped that the payouts and their superannuation would be sufficient to provide a steady income throughout their retirement. Additionally, they needed advice on planning a coastal lifestyle change and making provisions for their adult children to inherit their wealth and assets.
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WE. Better Smarter Together
LOCATIONS
MELBOUNRE - Scottish House 90 William Street, Melbourne, VIC, 3000
GOLD COAST - Level 3/209 Robina Town Centre Dr, Robina Queensland 4226
CONTACT
Phone: 1300 459 101
