WealthPlan Advisory 12 Century Circuit, Norwest, New South Wales 2153
About the Business
Welcome to WealthPlan Advisory, a boutique financial advisory group located in Norwest, Australia. As leading financial advisers in Sydney, we are dedicated to managing, protecting, and growing your wealth through our bespoke and comprehensive services.
At WealthPlan Advisory, we understand that every individual has unique financial goals and aspirations. That's why we offer personalized solutions tailored to your specific needs. Whether you are planning for retirement, investing in property, or seeking expert advice on wealth management, our team of experienced professionals is here to guide you every step of the way.
Located at Suite 307 Norwest Central on Century Circuit, Norwest, our convenient location ensures easy access for our clients. Our commitment to excellence is reflected in our attention to detail and our focus on providing exceptional customer service.
When you choose WealthPlan Advisory, you can expect a collaborative approach that puts your interests first. Our team takes the time to understand your financial situation, risk tolerance, and long-term objectives, allowing us to create a comprehensive financial plan that aligns with your goals.
As a trusted financial institution, we adhere to the highest ethical standards and industry best practices. We prioritize transparency and ensure that you have a clear understanding of the strategies we implement to help you achieve financial success.
Whether you are an individual, family, or business owner, WealthPlan Advisory is here to provide you with the expertise and guidance you need to navigate the complex world of finance. Our team is well-versed in various financial areas, including investment planning, retirement planning, estate planning, taxation, and risk management.
To learn more about our services and how we can assist you in achieving your financial goals, please contact us at 02 8850 0388 or email us at [email protected]. We look forward to partnering with you on your wealth journey.
Photos
Location & Phone number
12 Century Circuit, Norwest, New South Wales 2153, Australia
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Sashi Veale from WealthPlan Advisory has been helpful in reorganising our SMSF. She has taken the time to meet with my husband and I and review our current situation advising on the next step to creating wealth. Sashi is methodical and organised and runs a compliant business. Hub24 provides us with a system that is transparent and available online 24x7 allowing us to download reports and view our share portfolio. Sashi has ensured we have adequate life insurance, and our wills and power of attorneys are up to date. She also keeps a close eye on our property investment portfolio which is increasing in value at such a rate that we are on track to reach our retirement plan goals and objectives. Thank you to Sashi Veale a woman, of great integrity and one, who I trust and can highly recommend."
"I cannot say enough about the services of WealthPlan Advisory - they are a truly great team to work with. Sashi and her team supported my husband and I from our initial conversations helping us set goals and clearly map out our financial priorities to facilitating the very speedy set up of an SMSF and the purchase of an investment property. They held our hands, took away the (overwhelming) detail and presented the process in a clear and organised manner. Their knowledge, attention to detail and reaction times are all exemplary. I would highly recommend using their services for this and indeed other advisory matters. Rachel Davidson"
"I have worked with WealthPlan Advisory over the last 5 years. Sashi is a very thorough financial planner. She is very supportive of future plans and knows just how to help with the right advice. Sashi is great with the detail and always knows the right structure or solution to put in place to help achieve your goals. Thanks Sashi!"
"Sashi and all the staff are very professional and approachable. All questions are answered as priority. I have and always will refer WeathPlan Advisory to all my friends. I have found Sashi and her team have always had my best interest at heart"
"We have been dealing with Sashi for over seven years. During this time Sashi has proven to be a professional and diligent person with a friendly welcome at each visit. Sashi has always listened to what we had to say and her advice has always been true and valuable. For this Sashi has our greatest respect. We highly recommend Sashi and her fabulous team."
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