Financial 3 Wealth 747 Lytton Road, Cannon Hill, Queensland 4170
About the Business
Welcome to Financial 3 Wealth, your go-to institution for all your accounting, establishment, and finance needs. Located at Cannon Hill, Lytton Road, 747, we are not just your average financial institution. Our mission is to take care of your finances so you can focus on living your best life.
At Financial 3 Wealth, we believe in providing real-world advice to help you sort out your "Financial House™" - your lifestyle - and build it your way. We don't rely on guessing what the future holds or making short-term adjustments based on uncertain predictions. Instead, we focus on you and take away the unknown of what to do next financially.
Managing money and creating wealth may not be rocket science, but it does require time and expertise. We understand the challenges that come with it, as we have experienced them ourselves. However, we have also discovered the Keys to Financial Success, and we are here to share these powerful breakthroughs, tips, and techniques with you.
Our goal is to help you use your money more effectively for much greater rewards. We will guide you through strategies that we believe will fast track your results. And we won't leave you in a financial wilderness; we will regularly check in with you to discuss your future plans, provide insights, and make necessary adjustments to keep you on track.
Our process begins with a meeting to understand what matters most to you and the outcomes you want to achieve. We take a holistic perspective, considering all aspects of your financial situation, as changes in one area can impact many others. Then, we work backwards to bring together the strategies that suit you best and provide our recommendations to help you achieve your goals.
To ensure we stay updated with the latest information and insights, we regularly communicate with experts from Australia and around the world on your behalf. This way, we can provide you with accurate and timely advice tailored to your specific needs. When necessary, we will introduce you to our team of specialists who excel in their respective fields, ensuring you receive the right information from the right people.
So, what does it mean to get your 'Financial House™' sorted? We envision it as building your own dream home. Without the right strategies in place, your Financial House™ is at risk of crumbling down. That's why we work with you to develop a rock-solid foundation and wealth creation strategies using our 9 Financial Success Strategies.
Our approach is not a one-size-fits-all solution. We understand that everyone's financial situation is unique, and we tailor our plans accordingly. We also believe in transparency, which is why we agree on a fixed price with you upfront, eliminating any hidden costs or commissions.
We don't believe in working longer hours to make more money. Instead, we focus on working smart to make your money work hard for you. Our aim is to provide you with the ideas, motivation, and support to turn your dreams into reality.
At Financial 3 Wealth, we are passionate about helping you achieve financial success and live the life you've always wanted. Let us show you how we can make a difference. Contact us today and embark on your journey towards financial freedom.
Photos
Location & Phone number
747 Lytton Road, Cannon Hill, Queensland 4170, Australia
Hours open
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Working with Financial 3 gives us peace of mind that we have expert support and are being proactive with our money to make the most of it"
"Trav and the team are great, have every confidence in what they're doing with my future financially."
"I like that fact that you are great people, and that our financial house is solid and only going from strength to strength, with our insurance coverage, super and investments outperforming from where they were initially. We enjoy the catch ups that keep us informed, inspired, encouraged and on track for our financial goals."
"I’ve been with Financial 3 for 8 years and I honestly cannot fault the service they provide. Financial 3 provide growth with a genuine personal touch and a real care for the individual. If you are lucky enough to be taken on board as a client you will never look back."
"After I made a cash contribution of $15k my funds were automatically locked in to preserved funds without any consultation or at least give me options/advice on the ability to redraw in the case of needing emergency funds. After i elected to roll-over my superannuation to another super fund there was not only a lag in the process (3weeks) there was $6,000 less in available funds in the process. Very unprofessional. This is what I get for my $3,500pa management fees, disgraceful"
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