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The Wealth Centre takes a truly holistic approach to Finance. We recognise the importance of you and all your financial advisors being on the same page when it comes to successfully developing, implementing and protecting your wealth.

At The Wealth Centre we have all your financial advisors in one location… advisors who know each other and work well together to provide you with consistent advice and co-ordinated support for your financial future.

Together “The Wealth Centre Team ” coordinates all your financial needs, stores your documents and manages your appointments so that you don’t need to explain to each of your financial advisors what you want and how you would like to achieve it.

You don’t need to take multiple days off work or travel to different offices, we have all of your financial team, products and services together under the one roof!

And what’s more…all initial consultations with our advisors are free of charge.

Case Studies

Big bucks and the FIFO Trap……

Meet Josh a country boy in his mid 20’s who is now working FIFO in the mining sector. Josh was doing well in the country and was able to purchase himself a house in his early 20’s in his home town. … [Read More...]

Early Retirement stumbling block…

Meet John and Sue a couple in their 50’s who have worked hard towards setting themselves up for an early retirement through property. When they came to The Wealth Centre, John and Sue had already … [Read More...]

Typical Australian Family… there is got…

Meet Brad and Jo, a happy married couple in their 30’s with two school aged children. Brad and Jo have done what they believed to be the right thing; work hard, pay their taxes, buy a family home, and … [Read More...]

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