Contact
The SMSF Adviser
WE.
1300 459 101
a strategic Partner of Wealth Effect Group & The WE Love Group.
FINANCIAL PLANNING, WEALTH MANAGEMENT & ADVICE
You’ve earned the dollars, now watch them grow.
WE.
Where 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
Tailored proactive advice
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Because we work with families we are always learning new insights to share with you
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.
Connect with expert advisers
This means you will always have a dedicated adviser on hand who knows you and your situation intimately.
All your finances tracked & monitered
We use the latest technology so we have all your financials monitored, consolidated and in one place.
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.
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