XIN Wealth 83 Mount Street, North Sydney, New South Wales 2060

Welcome to XIN Wealth, located at 83 Mount Street, North Sydney, Australia. As an establishment specializing in finance, we are dedicated to helping you achieve financial freedom. Our commitment to this goal is at the core of everything we do.

At XIN Wealth, we have expanded our services to provide even more support for your financial future. Our team of trusted financial consultants is with you every step of the way, creating and protecting your wealth. We redefine financial freedom with our highly successful "BIG" system, designing personalized plans that accelerate wealth creation and enhance wealth protection.

With our unparalleled expertise in taxation, superannuation, investment, and insurance, we provide you with all the necessary building blocks for financial success. Our team will help you understand how you spend money through our mobile technology, cultivating good habits for effective money-saving and spending.

See your investment ideas come to life with our professional investment designs. From shares to bonds, from gold to silver, we can create a customized investment strategy tailored to your needs and provide ongoing support.

Protecting your hard work and financial gain is integral to your wealth success. We identify your financial risks and offer personalized insurance plans. Whether you need tailored insurance for your family or business, such as life, disability, trauma, or income protection insurance, we will help you choose from the best insurance companies with the most suitable cover, providing lifetime care from application to claim.

We understand that the first step towards financial freedom is crucial. Our latest technology helps you form money-saving habits and build a budget that suits your lifestyle. Additionally, our unique investment process ensures that your investments are always on track, with ongoing reviews to keep them aligned with your goals.

Tax optimization is crucial to your financial health, and our expertise in accounting and taxation enables you to stay one step ahead of your income. We believe in preparing you both mentally and financially for retirement, so you can focus on planning your exciting post-retirement life while we manage your wealth.

Planning for the future involves considering multiple generations. We provide advice on the most suitable solutions for transferring your wealth to the next generations, ensuring tax effectiveness and greater certainty.

At XIN Wealth, we want to know who you are, your dreams, aspirations, and how we can link them to invest and protect your money. Our strategies are designed around your financial goals, utilizing our "Budget, Invest, and Guard" approach to source the best solutions.

Building good money habits is essential, and we ensure your focus remains on this goal. Our ongoing care program allows you to confidently journey towards financial freedom in comfort and ease.

As a Certified Financial Planner® Member of the Financial Planning Association (FPA), we specialize in tax planning, investment, superannuation, and SMSF. Our Senior Financial Planner Member of the FPA specializes in insurance, estate planning, investments, and superannuation.

In addition to our wealth services, XIN Mortgage offers tailor-made loans to suit your preferences, providing lifetime customer service aided by our latest technology. As a bonus, you will also receive a share of our trail commission as a reward.

XIN Wealth is committed to helping you achieve financial freedom, designing personalized plans that accelerate your wealth creation and protection. We are with you every step of the way. XIN Financial offers a wide range of customized loan products to cater to your specific needs, providing more choices and flexibility in your financing decisions.

Join us at XIN Wealth and unlock financial possibilities beyond traditional banks.