Simple. At The Wealth Quay our focus is on your family’s financial security. And we’re there every step of the way.
Whether you are starting your first job, planning a family or preparing for retirement, we’re there.
We’re in on the big family conversations like selling the family home, raising money for aged care or protecting the nest egg.
Because we believe that the right advice by the right people at the right time can unlock the lifestyle you and your family desire.
We’re a team of experienced financial planners who specialise in helping people make better financial decisions at every major stage in life.
All you have to do is start the conversation.
At The Wealth Quay we have a 4 step process to help us understand you and tailor advice to meet your goals.
We listen to learn about the goals and objectives that are important to you.
We design a customised plan that you are comfortable with to help meet your goals.
We build strong client adviser relationships by keeping you informed about the implementation of your financial plan.
We monitor and communicate the progress of your plan so it remains on track to meet your goals.
At The Wealth Quay we understand that financial products are just tools to get you where you want to go.
We can help at every stage of life and tailor advice for individuals and families.