29% of unadvised Australians are looking for expert financial advice
It's no secret the current Australian financial landscape is causing a high level of uncertainty and continues to worsen post covid. In fact, many every day Australians are looking to alleviate their financial fear or anxieties by seeking expert advice, gaining greater confidence, peace of mind and clarity towards their financial future.
The hardest part of the process is taking the first step and simply getting started, speak to an expert and find out how you are tracking with your financial goals and objectives.
We work with Professional Partners
At Expert Wealth, we operate as an extension to your Accountant, enabling you to get the benefits of in-house collaborative financial planning - giving you one seamless and holistic experience.
This collaborative approach enhances your financial well-being by not only optimising tax efficiency but also by strategically positioning assets to align with your broader financial objectives.
Financial Success that is achievable
Start to Improve Financial Stability
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Achieve Your Goals and Grow
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Enjoy Financial Freedom
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An easy process to get started
Get started with your
expert advice journey
Our expert service packages are designed to suit all stages of the financial journey you could be on.
Protect
Planning for the best includes preparing for the unexpected. Obtain peace of mind by knowing that you and your loved ones are covered.
No Advice Fee*
Insurance
Estate Planning
Superannuation
Wealth
Property
Debt Management
Lending
Retirement Planning
Add Ons Gearing
SMSF
Trust
Start
Is your super performing? Does your insurance cover your current lifestyle? We can tailor a package just for you.
$1,950
Insurance
Estate Planning
Superannuation
Wealth
Property
Debt Management
Lending
Retirement Planning
Add Ons Gearing
SMSF
Trust
Grow
Want to know how much wealth you can have and the changes needed to attain it? Our comprehensive modelling achieves this.
$2,450
Insurance
Estate Planning
Superannuation
Wealth
Property
Debt Management
Lending
Retirement Planning
Add Ons Gearing
SMSF
Trust
Enjoy
Planning for, transitioning or currently retired? Our comprehensive modelling and strategies details exactly what you can achieve out of your ideal retirement.
$2,950
Insurance
Estate Planning
Superannuation
Wealth
Property
Debt Management
Lending
Retirement Planning
Add Ons Gearing
SMSF
Trust
Fees listed above are upfront advice fees and are based on time, complexity and value added. Additional fees may apply (ie admin, implementation, additional services not listed etc) and be will included in your statement of advice for your approval prior to implementing. *No upfront advice fee is paid for insurance only advice. We may receive brokerage from an insurer.
Expertise you can count on
Wealth Creation
Our service guides you to build wealth through personalised financial advice and investments, securing your future financial growth and stability.
Investment Strategies
Our Investment Strategies service crafts personalised plans to optimize your investments, aiming for maximum returns aligned with your financial goals.
Retirement Planning
Retirement Planning tailors financial strategies, ensuring a comfortable retirement by optimising savings, investments, and pension considerations to meet your needs.
Estate Planning
Estate Planning service safeguards your assets and legacy, creating a comprehensive plan to manage and distribute your wealth according to your wishes.
SMSF
We provide expert guidance for you to manage your superannuation, offering control over investments and retirement plans while adhering to regulations.
Tax Strategies
Our Tax Strategies service devises personalised plans to minimize tax liabilities, maximizing your financial growth by optimizing tax efficiency and compliance.
Property
Our Investment Property service aids you in making informed decisions for selecting and managing investment properties, maximizing your returns.
Superannuation Advice
Superannuation Advice service offers personalized guidance to optimize your retirement fund, ensuring long-term financial security through strategic investment and planning.
Insurance
Insurance service tailors coverage to protect your assets and well-being, providing peace of mind by mitigating financial risks through comprehensive and personalized plans.
Get started and speak to an expert today
Let's connect and explore what your financial goals and objectives are, and how we can achieve them.