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FINANCIAL PLANNING, WEALTH MANAGEMENT & ADVICE
You’ve earned the dollars, now watch them grow.

WE.

Get great financial advice 

If running your own super fund is a daunting prospect and you still want to take advantage of having your own Self Managed Super Fund, then you can get strategic advice from our Wealth partner's from Wealth Effect Group (WE.)

 

These SMSF experts will help personalise a strategy so that you are comfortable with your investments, whether you need a mix be shares property or bonds. They can show you the impact of different asset mixes and help you choose the right option for your circumstances. You can even purchase an investment property using your super in the right circumstances.

What we do best
Retired Happy Couple
  • Manage and grow your superannuation fund

  • Prepare you for retirement

  • Protect you and your family with the right insurances

  • Create a budget and structure for your finances

  • Implement investment strategies

  • Property Investment and Advice

  • Income Protection Insurance

  • Total and Permanent Disability Insurance

  • Life Insurance

  • Self Managed Superannuation

  • SMSFs

  • Set your goals in line with your values

Where here for you

We'll take care of everything for you.

From admin, designing all of your strategies to managing the implementation of everything, we do it all

Tailored proactive advice

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

The majority of our clients pay our fees from their super, which most super funds allow.

Image by Greg Rakozy

WE. Better Smarter Together 

CONTACT US

Phone: 1300 13 59 53

LOCATIONS

MELBOUNRE - 102/175b Stephen Street, Yarraville, VI C3013

GOLD COAST - 274 Simpson Road, Currumbin QLD 4223

  • Inner West SMSF

WE. Better Smarter Together 

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