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Our Wealth Centre Team are passionate about providing you with the highest quality integrated services to build your financial independence.
Finance Brokers
Our finance brokers combined have extensive experience, are experts in the field and have access to over 40 financial institutions. They are able to offer you competitive rates in the areas of;
- Refinancing your current mortgage or loan to get you a better deal
- Purchasing your first home
- Investing in property in your own name or your self-managed super fund
- Debt Consolidation
- Competitive commercial loans
- Financing your car or personal loan purchase
- Equipment loans
Property Investment
Our investment team have extensive knowledge in wealth creation through property investing. They will help you to formulate your investment strategy for long term financial security. Our Property Strategist understands Australia’s property cycle, is able to research, source and negotiate the purchase of the right investment property to suit your financial goals.
Our Property Investment team will assist you through all the stages involved in purchasing a property from contract signing to depreciation schedules and helping you find the right property management team. Followed by annual reviews to fine tune you wealth building strategy, to ensure that through the constant changes in the financial and property markets combined with life’s twists and turns your finances are in order.
Accounting
At The Wealth Centre we have a team dedicated to assist you in all areas of personal and business accounting, tax and bookkeeping. Our accountants will spend the time with you to understand your needs and goals, they will work with you to help your finances grow and prosper.
They can help you with;
- Tax
- ATO Liaison
- Self-Managed Super Funds
- Investments
Business owners our Accounting Team are invested in helping you grow your business, they understand how important your business is to you and take the time to fully understand your business plan, structure and goals, so we can work together to get you where you want your business to be. Our accounting team can help your business prosper through:
- ASIC Registered Office
- Objections, Rulings and Audit Management
- Company & Trust Set Ups
- Structuring
- BAS (Registered Agents)
- Bookkeeping Service
- Bookkeeping (MYOB, Payroll, Invoicing etc)
- Business & Company Structuring
- Business and Wealth Development
Financial Planning
Financial Planning is an integral part of any successful financial strategy. Our Financial Planners will take the time to understand where you are in your life’s journey, what financial challenges you are going to face in the future and offer you the right solutions for your financial and lifestyle needs both now and in the future.
At The Wealth Centre our Financial Planners can advise and assist you in all aspects of your financial future including; investment portfolio, superannuation, tax effective strategies, retirement transitioning, pensions, life insurance, income protection, critical illness and trauma insurance as well as total and permanent disability insurance.
Legal
Our Legal Team is passionate about the law and offer you tailored legal advice to suit your needs that is both discreet and practical. Our law team takes a proactive approach to matters involving building your wealth, managing your wealth and plan successions. We understand the importance for you to take every step possible to protect what you have built now and in the future, for you and your family.
Our highly qualified Legal Team focuses on the following practice elements;
- Will and Estate Planning
- Property Law and settlements
- Employment Law
- Technology Law
- Corporate/Commercial Law
- Dispute Resolution
